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home | Checklists

Checklists

Here you'll find all kinds of checklists to help you manage the collection process, from beginning to end.

These will help you ensure you've covered all the bases in a given process you're working on, and help you keep both the "big picture" and the details in mind.

These types of checklists are also great for helping you brainstorm ideas to help you solve or administer your own situation.

Checklist of Consignment Considerations
An alternative to shipping material on open account is to ship the material to the customer with title to the material being still vested in the seller. Under such arrangements, the customer must pay for the material as it is used or sold. Unl . . . keep reading

Letter Checklist: The "Seven Cs" of Collection Communications
Lets say you've found a letter from our download area, but you find it's not EXACTLY what you need in your unique situation. If that happens, here's an easy-to-use checklist of to help you make sure your letter is done properly. Using this will . . . keep reading

Use This 10-Point Checklist to Make Sure Your Communications Get The Job Done!
While there are literally 100's of ready-to-go letter templates you can download directly from the download area on this site, at some point, you'll want to modify a letter to suit your own unique situation. And with the handy checklist below, th . . . keep reading

9 Point Checklist For Your Final Demand Letters
Use this checklist to make sure your final demand letters include all the necessary elements, both in the letter itself and in your execution of the process. . . . keep reading

Checklist: 18-Point Agency Reporting Checklist
By Jerry Kaplan
Your collection agency should be able to send you a fully computerized report on any or all claims at any given time, but not less than on a quarterly basis. This report must contain all information needed by you to analyze an agency's effectiveness. . . . keep reading

Checklist: 16 Services You Should Demand of An Outside Agency
By Jerry Kaplan
Use this checklist to make sure your agency is performing properly for you. . . . keep reading

Pre-Litigation Checklist: What To Do Before Contacting Your Attorney
Michael Niborski
Much time and money is spent in having lawyers research the information to which you have better access. An essential element of winning a lawsuit, without spending excessive time and money in attorney's fees, is gathering the proper information . . . keep reading

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