Co Pilot Collections Manager

My Earnings

Only Admin-approved, successfully processed NMI payments count toward earnings.

Approved	Collected	Rate	Earned

Employee Compensation

Set the percentage each employee earns from Admin-approved NMI payments.

Commission rule: A submitted promise or payment request earns nothing. Earnings are created only after Admin approves and NMI successfully processes the payment.

Employee	Role	Commission %	Action

Add Account

Map CSV Headers

Pick which column from your uploaded CSV should fill each account field. Use a preset, then adjust anything that looks wrong.

Upload a CSV to begin mapping.

Payment Promise / Payment Plan

Build a promise-to-pay schedule tied to the current account balance. Payments marked paid reduce the payment plan balance and update the account balance.

Plan Total

Payment Today

Start Date

Frequency

# of Future Payments

Amount Each

Plan Status

Remaining Balance

Plan Notes

Current Account Balance

$0.00

Payment Today

$0.00

New Balance After Today

$0.00

Future Scheduled

$0.00

#	Due Date	Amount Due	Amount Paid	Paid Date	Status	Action

Update Contact Info

Email

Phone 1

Phone 2

Address

City

State

Zip

Account Docs / Source Fields

Attach document links, settlement letters, contracts, payment agreements, dispute proof, or call recording links. Source fields from the CSV are still shown below.

Document Title

Document Type

URL / File Link

Notes

Saved Documents

Source Fields

Smart Account Assignment

Admin only. Choose employees, choose how many accounts to assign, then filter/sort by state, city, balance, portfolio, status, or random distribution.

Select Employee(s)

Admin can select one or multiple signed-up employees. Hold Command on Mac or Ctrl on Windows to select multiple.

Employees must appear here from real signup + admin approval. Manual employee entry is disabled.

Assignment Count

Count Mode

Smart Method

Assignment Style

Portfolio Filter

Status Filter

State(s)

City / Cities

Min Balance

Max Balance

Search Contains

Employee List

Only unassigned accounts Exclude Settled / DNC Use current queue filters Allow reassignment

Matching Accounts

0

Will Assign

0

Employees

0

Per Employee Avg

0

Total Balance

$0.00

How to Use Co Pilot Collections Manager

Simple daily workflow Keep collectors focused: search, call, status, note, promise, follow-up, next account.

1. Import accounts

Admin imports a CSV, maps columns, checks the account list, then assigns accounts to employees.

2. Work the queue

Collectors open their queue, search primarily by phone number, click a debtor, call, status, and notate.

3. Use Today

The Today Dashboard shows callbacks, promises due, overdue payments, and broken promises.

4. Payment plans

Create payment plans tied to the current balance. Record payments so balances and plan totals update.

5. Generate letters

Create debtor letters/PDFs with the company logo watermark. Use sample/test data when training staff.

6. Manage staff

Admin approves employees, assigns accounts, monitors activity, and removes fired employees.

Before showing a prospect

Use sample/test debtor data only

Upload company logo

Confirm admin login and employee login

Test import, search, notes, status, payment plan, Today Dashboard, and one letter

App Branding Settings

Admin can customize the app name, the small subtitle under the name, and the logo shown in the top-left navigation. This is separate from the letter watermark/logo.

App / Client Name Subtitle / Status Line

Upload Navigation Logo

Restore Brand Backup

Live Preview

b

Co Pilot Collections Manager

Private Collections CRM

This is what clients/employees see in the top-left of the software. Download a brand backup before testing changes.

System QA / Health Check

Run this before selling or using the app with real accounts. Checks UI modules, database tables, permissions, branding, letter settings, and common broken states.

Total0

Pass0

Warnings0

Fail0

Health check not run yet.

Status	Area	Check	Result / Fix
Click Run Health Check.

✓

Thank you for signing up

Your account was created successfully, but access is pending admin approval. Someone will be in touch with you shortly.

Apply to Join Our Collection Team

Experienced collectors only · 3 high-performer positions

Compensation after successful evaluation: $15/hour + 10% commission. Selected candidates begin with a 3-day paid performance evaluation at $10/hour.

Full Name *

Phone *

Email *

Atlanta Area / City *

Years of Collection Experience *

Preferred Shift *

Average Monthly Collections *

Best Month Ever Collected

Types of Debt Collected *

Ready to Start Monday? *

Work-from-home equipment ready? *

Tell us why you're a high-performing collector

Job Applications

Review collector experience, production and availability at a glance.

Loading applications...

Staff Access

Approve, pause, reject, activate, or remove signed-up users.

User Approval & Access

Approval controls login access. Removing a staff member also returns their assigned accounts to the unassigned queue.

0 users 0 pending 0 approved

User	Role	Status	Access	Created	Last Seen	Actions

Employee Monitor Dashboard

Admin only. Track each employee's assigned accounts, calls made, accounts statused, notes entered, payment plans, and status buckets. Click any status count to see those accounts.

Date Range

Employee

Status

Search

Actions

Employees

0

Assigned Accounts

0

Calls Made ● LIVE

0

Status Updates

0

Notes Added

0

Assigned Balance

$0.00

Employee	Assigned	Calls	Statused	Notes	Payment Plans	Balance	Status Buckets

Employee Account Detail

Click an employee or a status count to view the accounts here.

Schedule Callback / Follow-Up

Type

Due Date

Due Time

Status

Assigned Employee

Reason

Notes

Today Dashboard

Collector Work Today

Promises, callbacks, payment due dates, overdue items, and broken promises in one simple list.

Overdue

0

Due Today

0

Callbacks

0

Payment Due

$0.00

Broken Promises

0

Paid Today

$0.00

Daily Work Queue

Follow-ups Due

0

Overdue

0

Promises Due

0

Promise Amount

$0.00

High Priority

0

Untouched

0

Promise-to-Pay Dashboard

Due Today

0

Overdue

0

Upcoming

0

Promised Due

$0.00

Paid

$0.00

Broken

0

Promise Automation + Collector Alerts

Collector command alerts

Auto-detect broken promises, promises due today, upcoming promises, payment activity, high-balance follow-ups, and accounts that need fast action.

Automation checks payment promises and payment plan schedules. Run the SQL file once so alerts can also save to Supabase.

Open Alerts

0

Broken Promises

0

Due Today

0

Upcoming

0

High Balance

0

Log Call Outcome

Log what happened on the call. This updates activity, reports, callback queue, and contact intelligence.

Account

—

Phone

—

Last Result

—

Next Call

—

Phone Number

Direction

Result

Duration Seconds

Answered By / Contact

Next Call Date

Next Call Time

Outcome Category

Call Notes

Dispute Tracker

Dispute Reason

Date Received

Status

Proof Requested?

Account Frozen?

Follow-Up Date

Documents Needed

Notes

Settlement Offer Calculator

Current Balance

Settlement %

Settlement Amount

Offer Expires

Payment Type

Manager Approval

Notes

Admin Audit Log

Tracks sensitive admin actions like exports, clears, employee removal, assignments, settlements, disputes, and document activity.

Date	User	Action	Target	Details

Role Permissions

This stores role permissions for your CRM. Current hard rules still remain: admin controls imports/exports/assignments; employees work assigned accounts.

Permission	Admin	Manager	Collector

Secure Card Payment

NMI hosted card fields • Administrator-controlled card processing

Consumer—

Account—

Current Balance$0.00

Balance After$0.00

Secure card entry: Card number, expiration date, and CVV are entered inside NMI-hosted fields. Co Pilot does not store the full card number or CVV.

Payment Amount

Cardholder Name

Billing Address

City

State

ZIP Code

Email for Account Record

Phone

Card Number

Expiration

CVV

NMI secure fields initialize when this screen opens.

Internal Notes

I confirm the consumer authorized this one-time card charge for the amount shown.

Ready for secure card entry.

Payment Approvals

Employee-submitted card requests waiting for administrator action.

Administrator approval is required before a card is charged.Employees may securely capture payment information, but they cannot run a sale.

Pending0

Approved0

Declined / Expired0

Loading payment requests…

Payment Ledger / Record Payment

This is the money ledger. Completed payments reduce the current account balance. Reversals add the amount back. Each entry creates a permanent payment record and audit entry.

Current Balance

$0.00

Payment / Reversal

$0.00

Balance After

$0.00

Payment Date

Amount

Type

Status

Payment Method

Receipt #

Apply to Plan

Entered By

Notes

Date	Type	Amount	Method	Status	Gateway	Balance Before	Balance After	Receipt	Entered By	Notes	Actions

Payments Dashboard

Track real money received, reversals, payment methods, broken promises, and recent payment activity.

Paid Today

$0.00

Paid This Month

$0.00

Total Paid

$0.00

Pending

$0.00

Reversals

$0.00

Broken Promises

0

Date	Account	Name	Type	Amount	Method	Status	Balance After	Entered By	Action

Edit Letter Body Templates

Admin can edit the body paragraphs for each letter type. Use placeholders like {{debtorName}}, {{currentBalance}}, {{dueDate}}, {{accountNumber}}, {{originalCreditor}}, and {{authorizedBy}}. Separate paragraphs with a blank line.

Letter Type

Template Status

System default

Body Text

Available placeholders: {{debtorName}} {{accountNumber}} {{fileNumber}} {{originalCreditor}} {{currentBalance}} {{settlementAmount}} {{dueDate}} {{docDate}} {{initialPayment}} {{installmentAmount}} {{frequency}} {{paymentMethod}} {{cardMask}} {{lastPaymentAmount}} {{lastPaymentDate}} {{minimumDue}} {{returnedAmount}} {{authorizedBy}}

Debtor Document Generator

Employee chooses the document type, reviews the auto-filled debtor/account values, then downloads the PDF and/or saves the document record to the account. No company name, company address, or company email is printed on the letters.

Company Logo for Letters

Admin upload only. Logo is shared with employees and appears as a professional transparent watermark on downloaded debtor letters.

No logo uploaded yet.

Best file: PNG or JPG logo. The app keeps the logo proportional and places it as a faint centered watermark behind the letter text.

Logo status: checking...

Document Type

Document Date

Due / Expiration Date

File / Case Number

Original Creditor

Account Number

Authorized By

Current Balance

Settlement / PIF Amount

Initial Payment

Installment Amount

# of Payments

Frequency

Payment Method

Card / Account Last 4

Last Payment Amount

Last Payment Date

Minimum Due

Returned / NSF Amount

Recipient Address

Custom Notes / Terms

Debt Collection Disclosure / Disclaimer

Preview

Recently Created Documents

Team Messenger / Call Transfer Notes

Message employees or admin without picking up the phone

Use this for call transfers, payment questions, account questions, approval requests, and internal notes tied to an account.

Send Message

No account selected.

To

Type

Priority

Phone / Callback #

Subject

Message

This is internal communication only. Do not send full card numbers, CVV, full routing/account numbers, or sensitive payment data.

Inbox / Sent

Collector Leaderboard

Daily collector production board

Default shows today only. Admin can filter by day, week, month, year, or custom dates. Green = paid/confirmed. Promised = new payment promises created in the selected range.

Range

Start Date

End Date

Green / Paid

$0.00

Promised

$0.00

Pending

$0.00

Failed / NSF

$0.00

Top Collector

—

Rank	Date / Range	Employee	Green Today / Paid	Promised Today	Pending Queue	Failed / NSF	Paid Count	Promise Count	Close Rate

Payment Promises & Admin Confirmation

Manual payment tracking — no card/ACH processing inside the app.

Employees record payment promises using amount, date, method, and last 4 only. Admin processes in the outside merchant portal, then marks Paid, Failed, NSF, Canceled, or Rescheduled.

Promised

$0.00

Pending

$0.00

Paid

$0.00

Failed / NSF

$0.00

Upcoming

0

Paid This Month

$0.00

Record Payment Promise

No account selected.

Payment Type

Amount Per Payment

First Payment Date

# of Payments

Frequency

Method

Last 4 Only

Authorization

Notes

Safe entry only: amount, date, method, and last 4. Owner/admin still processes payment in the outside processor portal.

Payment Desk

Due	Debtor	Amount	Method	Employee	Status	Admin Action

Employee Production

Employee	Pending	Paid	Failed/NSF	Paid Month

Compliance Guard / Call Rules

Open an account to review compliance rules.

Call protection rules

• Blocks DNC, cease & desist, bankruptcy, deceased, attorney represented, disputed/frozen, and wrong-number accounts.

• Warns or blocks outside the account state/time-zone call window.

• Warns or blocks after the daily call limit is reached.

• Admin can override a block with a saved compliance override note.

Do Not Call
Block outbound phone attempts. Cease & Desist
Hard block unless admin override. Disputed / Frozen
Requires verification before collection. Bankruptcy
Hard block collection contact. Deceased
Hard block normal collection contact. Attorney Represented
Collector should not call consumer directly. Wrong Number
Block calling this account's numbers. Needs Manager Review
Warning before action. Consent Confirmed
Mark phone/contact consent on file.

Call Window Start

Call Window End

Max Calls Per Day

Time Zone Override

Consent Date

Attorney Name

Restriction Source

Compliance Notes

Call Logging + Contact Intelligence

☎ Contact Intelligence

Tracks calls, contacts, right-party contacts, callbacks, wrong numbers, voicemails, collector performance, and recent call activity.

Range

Start

End

Employee

Calls

0

Contacts

0

Contact Rate

0%

RPC

0

RPC Rate

0%

Promises

0

Callbacks

0

Bad Numbers

0

Collector Call Report

Employee	Calls	Contacts	RPC	Contact %	RPC %	Promises	Voicemail	Wrong #

Callback Queue

Recent Call Activity

Time	Account	Phone	Result	Employee	Notes

Wrong / Bad Number Review

Account	Phone	Result	Employee	When

Work accounts, track promises, collect payments, and monitor your team from one clean system.

Importing CSV

Co Pilot Collections Manager

Phone Numbers

Disposition / Status

Agent Notes

History / Activity