The Neo Solutions
05 / CMS

Recover smarter.
Engage better.

The Collection Management System helps recovery teams prioritize accounts, automate outreach, and manage cases with clearer visibility. It connects delinquency signals from servicing to structured recovery workflows and performance reporting.

Collection Management System
Recovery optimization

Collection Management System

CMS
30%
Recovery uplift potential
Omnichannel
Engagement
Automated
Workflow routing
Agent
Productivity tools
Product Architecture

What's
inside the module.

Intelligent collections with omnichannel engagement, workflow automation, and recovery optimization to minimize delinquency.

Delinquency Queues

Prioritized worklists based on risk, balance, behavior, and recovery potential.

Omnichannel Outreach

Coordinate calls, messages, and follow-ups across defined collection strategies.

Case Management

Track promises, disputes, settlements, and agent actions in one case view.

Workflow Automation

Route accounts through escalation paths based on days past due and policy rules.

Performance Dashboards

Monitor recovery rates, agent productivity, and portfolio delinquency trends.

Servicing Integration

Sync account updates and recovery outcomes back to the loan management layer.

Collections
Recovery
Engagement
Deployment Model

Ship the module
without losing control.

01

Strategy Design

Define collection segments, escalation paths, and channel strategy.

02

Workflow Setup

Configure queues, automation rules, and agent permissions.

03

Pilot Launch

Run controlled rollout with selected portfolios and recovery teams.

04

Scale & Optimize

Expand coverage and refine strategies based on recovery performance.

Operational Fit

Controls, support,
and who uses it.

Every module is designed for regulated environments with auditability, operational visibility, and long-term maintainability.

Recovery Optimization

Improve recovery performance with integrated decisioning and servicing data.

Segmentation strategyPerformance dashboardsProcess tuning

Prioritized recovery queues

Automated escalation workflows

Agent case management

Omnichannel engagement support

Recovery performance reporting

Integration with LMS and DMS

Best suited for

Lenders managing rising delinquency volumes

Collections teams needing better case visibility

Institutions connecting servicing to recovery

Operations leaders optimizing agent productivity

Product Questions

What teams ask
before rollout.

Common questions about deploying CMS in regulated lending environments.

01

Can CMS prioritize accounts automatically?

Yes. Queues and routing rules can prioritize accounts using balance, risk, and behavioral signals.

02

Does it support multiple outreach channels?

Collection strategies can coordinate outreach across defined channels and escalation paths.

03

How does CMS connect with LMS?

Delinquency signals and recovery outcomes sync between servicing and collections workflows.

04

Can managers track team performance?

Dashboards provide visibility into recovery rates, queue health, and agent activity.

Ready to explore
CMS in your stack?

Talk to our team about deployment scope, integrations, and a rollout plan for Collection Management System.

Capabilities:Workflow EngineCase ManagementDashboardsAPI Integrations