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Client Intelligence Center
Client Intelligence Center
 
Account Lookup
Type at least 2 characters — matches update as you type.
Period Placed Cancelled Collected Outstanding
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Reports export instantly as CSV or PDF. Adding customer contact details requires approval and is emailed to you.

Placements

Included in your report
Account Number · Account Type · Status · Placement Date · Original Balance · Current Balance
Requires approval — sent by email

Payments

Included in your report
Account Number · Account Type · Payment Date · Amount · Payment Type
Requires approval — sent by email

Account Detail

Included in your report
Account Number · Account Type · Placement Date · Placed · Total Paid · Remaining Balance · Status
Requires approval — sent by email

Results

Monthly totals only — no personal information, always exports immediately. Date range is not limited to the trailing 12 months.
Month # Placed $ Placed # Payments $ Payments
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