Rutas y Carteras

Routes and Portfolios is a management and organizational tool for managing your portfolio, collection routes, and team from your mobile phone, simply and efficiently.

Designed for administrators, collectors, and representatives, the app centralizes daily operations: clients, credit records, payments, expenses, income, and end-of-day closing.

MAIN FEATURES

• Route Management: Organize your collection areas and assign responsibilities.

• Clients: Register and view client information, including photos and map location.

• Credits and Payments: Keep track of each record, installments, and balances.

• Daily Collections: View outstanding payments and record payments made in the field.

• End-of-Day Closing: Close out the day with base cash, collections, and final balance.

• Reports and Indicators: View collections, delinquency, and performance in real time.

• Team Roles: Manage collectors and representatives with differentiated permissions for each module. • Secure access: Password login and fingerprint option.

WORK IN THE FIELD
Locate your clients on the map and organize your route to optimize your team's daily work.

ALL IN ONE PLACE
Leave behind notebooks and spreadsheets. With Routes and Portfolios, your operational information is organized, accessible, and backed up.

Download Routes and Portfolios and manage your portfolio professionally.