In one sentence
A repeatable Salesforce data model and component set for debt settlement firms: client record with credit pull, debt calculator, draft scheduling, transaction and credit item ledgers, settlement schedules and processor reconciliation, configured to your program and connected to your processor, bureaus, dialer and e-signature.
The problem it solves
Debt settlement firms run enrollment in a sales CRM, servicing and settlements in a separate system or spreadsheets, and payments in the processor portal. Staff swivel between them, the money trail is reconciled by hand, and compliance records are scattered.
What Debt Resolution Platform on Salesforce is
The platform puts enrollment, program design, client deposits, the transaction ledger, enrolled debts and creditor settlements on one Salesforce client record. We configure the model to your program rules and fee structure, connect the systems you already use, and phase the rollout by team so licenses are bought when they can be used.
What is included
Client and co-applicant record with credit pull and underwriting messages; debt calculator with program guardrails; one-step draft scheduling; transaction ledger with escrow and fee balances; credit item ledger with negotiation and settlement status; settlement schedules with reversals; scheduled payment clearance; processor, bureau, e-signature, SMS and telephony integrations; Service Cloud case management for servicing and retention; Shield encryption and audit trail option.
How it works
Discovery and program mapping, then a phased build: enrollment first, servicing and settlements second, with data migration from the legacy sales and settlement systems and HubSpot connected for lead capture where needed.
What you need
Salesforce Sales Cloud and Service Cloud (Enterprise or Unlimited); Shield recommended; API access to your dedicated account processor and credit bureau.
Frequently asked questions
Does the platform replace our dedicated account processor?
No. It integrates with the processor you use (Global Holdings, RAM, CFTPay, Forth Pay) and mirrors its activity in a Salesforce ledger.
Can we start with one team?
Yes. Most firms start with enrollment or servicing, then add negotiations and settlements, buying seats as each team goes live.