Welcome back, User — demo tenant
March 17, 2026 at 01:50 AM

Portfolio Dashboard

Real-time overview of your debt recovery operations
📊
Total Accounts
50
across portfolio
💰
Total Balance
$1.1M
outstanding receivables
📋
Queued
28
ready to work
Worked
44
88.0% recovery rate
🎯
Recovery Rate
88.0%
of total portfolio
🛡
Health Grade
B
score: 64/100

🕐 Recent Activity

agent_moore logged Refused to Pay on DEMO-10041Consumer not available, will try again tomorrow
2026-03-17 01:50:53
agent_brown logged Military Active Duty on DEMO-10045Left detailed voicemail with callback number
2026-03-16 13:50:53
agent_johnson logged Payment Plan Setup on DEMO-10018Consumer not available, will try again tomorrow
2026-03-15 21:50:53
agent_taylor logged Disputed Debt on DEMO-10032Payment arrangement confirmed - $200/month starting next week
2026-03-15 18:50:53
agent_chen logged Wrong Number on DEMO-10000Consumer not available, will try again tomorrow
2026-03-15 17:50:53
agent_williams logged Left Voicemail on DEMO-10021Left detailed voicemail with callback number
2026-03-14 20:50:53
agent_johnson logged Settlement Offer on DEMO-10012Consumer says they already paid - need to verify with client
2026-03-14 15:50:53
agent_taylor logged Payment Arrangement on DEMO-10024
2026-03-14 00:50:53
agent_patel logged Wrong Number on DEMO-10036Discussed settlement options, consumer needs time to review
2026-03-13 17:50:53
agent_garcia logged Deceased on DEMO-10001Verified address and phone number on file
2026-03-12 14:50:53

🎯 Next Best Action Breakdown

Sms
11
Payment Plan
11
Call
6
Escalate
5
Legal Review
4
Settlement Offer
3
Hold
3
Email
3
Skip Trace
2
Letter
2

📋 Compliance Status

Open Disputes 0
Total Compliance Events 0
High-Risk Accounts 19
Open Tickets 6
Critical Tickets 1

🔗 Integrations (6 active)

Convoso Dialer Synced
DRN (Digital Recognition Network) Synced
Five9 Dialer Synced
RDN (Recovery Database Network) Synced
Salesforce CRM Synced
TLO/TransUnion Skip Trace Synced

⚡ Quick Links

WHL COLLECTIONS v1.0 — POWERED BY WERNER HARMONIC LABS