File upload
1 · Pick the source
Each creditor's importer is set up once: which column is the ID, which is the balance, which is the date. New creditor = set up a portfolio, not write code.
Drag the Excel file here or click to choose it
.xlsx / .csv · or try a sample file
2 · Validation and merge
After upload, the result shows here: new rows, ignored duplicates, payments already recorded, errors (sent to a report, they do not sink the batch) and warnings if the creditor changed the format without notice.
Today that check only exists for the Cortiva settlement. Here it runs for all 10 portfolios, and everything is merged by ID into a single database.
Lists for Monday, August 11
| # | Debtor | Past due | Balance | Settles for | Savings | Promises | Last contact | Collectability | Next action |
|---|
Every row is clickable: the score always explains why. Names and IDs are randomly generated: no real data.
Criteria settings
Criterion weights · Cortiva
Pick the portfolio: each has its own weights, version and past-due horizon (what counts as "early" in Cortiva is not early in Belvana). Move a weight and the ranking re-sorts live.
| # | Debtor | Past due | Savings | Promises | Collectability | Movement |
|---|
Top 12 of the selected portfolio with the criterion being edited. The “Movement” column shows how many places each account moved up or down against that portfolio's active version.
Today's alerts
Broken agreement, no contact: Eugenia D. (Cortiva)
24-installment plan: she stopped paying 15 days ago and has missed 3 installments. Nobody has contacted her since the agreement broke. She had paid 9 installments in a row: a good chance to get back on track.
Under-worked customer: Gregorio R. (Belvana)
Early delay (38 days), large debt ($ 82,000) and $ 29,500 in savings if he settles. He has already paid twice in another portfolio. Nobody has worked the account in 21 days.
Promises due tomorrow with no reminder: 11 accounts (Cortiva)
$ 96,300 committed for Aug 12. None has a reminder scheduled. Promises are kept far more often when there is contact before the due date.
File format changed: Kelvora settlement
Kelvora's payment file arrived with 2 renamed columns. The importer caught it and stopped the upload before duplicating payments: the new mapping still needs confirming.