ezyCollect

ezyCollect Credit Insights (AUS & NZ)

Understanding and deep dive on the different data sources used for Risk Groups and how it was calculated.

Understanding your Customers' Risk Groups

Start your credit application with access to credit scores and reports for Australia and New Zealand

Credit Management - Scores and Reports (AUS & NZ)

Credit Risk Settings: Identify the threshold that will determine the reasonable and critical lateness.

How are Risk Groups assigned?

Simplified version: Know what the different risk groups mean and suggested actions to take

Customers' Credit Risk Groups and Risk Levels

Get up-to-date credit insights delivered to your inbox

Receivables Risk Report

Learn more about credit scores and what Late Payment Risk Score and Failure Risk Score mean

Credit Scores

Access and purchase simple credit report as you need it

Credit Report

Comprehensive Credit Report

Different types of reports you can request and purchase

Different Credit Reports

What is credit monitoring, types of alerts and what they mean

ezyCollect Credit Monitoring

How to add your customers/debtors to credit monitoring and different monitoring status

Enabling and Adding your Customers to Monitoring & Status

what is an online credit application and how will it help you onboard your new prospects/customers

Credit Management - Credit Application

Set-up your online cash/credit application form

Configure your online Cash/Credit Application Form

Standard cash/credit application form templates for our customers in Australia, New Zealand and the United States.

Cash/Credit Application Form Template (AU/NZ/USA)

Access and make the online form available to your customers and prospects

Share your online cash/credit application form

how to process the credit application forms that you have received

Credit Application Process

What is Risk Portfolio and how to set up your Risk Portfolio

Setting up your Risk Portfolio

Risk Portfolio Dashboard

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Risk Management  (AUS & NZ) 

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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