Salesforce-Native Enterprise Platform

Bankruptcy
Trac

Enterprise Bankruptcy Management Platform

Comprehensive, end-to-end bankruptcy lifecycle management — built natively on Salesforce. Automate filing detection, monitor court activity in real time, reconcile trustee payments, and maintain compliance across high-volume portfolios.

Live Portfolio OverviewReal-time
Active Cases1,247
Ch. 13 Payments Tracked$2.4M
PACER Syncs Today342
Compliance Alerts23

Powered by BankruptcyTrac • Salesforce Native

Automated PACER IntegrationChapter 7 & 13 WorkflowsReal-Time Docket MonitoringNDC Payment ReconciliationSalesforce Native PlatformCompliance-Ready Audit TrailsBankruptcy Aging DashboardsEnterprise-Grade SecurityAutomated PACER IntegrationChapter 7 & 13 WorkflowsReal-Time Docket MonitoringNDC Payment ReconciliationSalesforce Native PlatformCompliance-Ready Audit TrailsBankruptcy Aging DashboardsEnterprise-Grade SecurityAutomated PACER IntegrationChapter 7 & 13 WorkflowsReal-Time Docket MonitoringNDC Payment ReconciliationSalesforce Native PlatformCompliance-Ready Audit TrailsBankruptcy Aging DashboardsEnterprise-Grade Security
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Active Cases Supported

0%

Platform Uptime

0+

Automated Alerts Daily

0%

Compliance Checks

Product Overview

See BankruptcyTrac in Action

Why BankruptcyTrac

Purpose-Built for Financial Institutions
Managing High-Volume Portfolios

Automated filing detection and continuous monitoring
Chapter 13 trustee payment reconciliation
Structured document and claims management
Real-time docket visibility
Compliance-ready workflows with full audit trails
Executive dashboards and portfolio reporting
Native Salesforce user experience
Bulk Payment Processing
Bankruptcy Ageing Management
Integration with your Loan Management System

BankruptcyTrac serves as your centralized bankruptcy system of record — bringing structure, visibility, and operational control to complex portfolios.

Real-Time Visibility

Gain Complete Control Over Your
Bankruptcy Portfolio

Move from reactive tracking to proactive, policy-driven portfolio management.

Active case tracking

Across Chapter 7 and Chapter 13 portfolios in real time

Payment performance

Monitor payment health and flag exceptions automatically

Configurable alerts

Operational exceptions surfaced when you need them

Aging dashboards

Portfolio-level aging insights with trend analysis

Queue-based management

Task and queue-based case management at scale

Case assignment

Assign cases to individual team members with full visibility

End-to-End Lifecycle Management

The complete bankruptcy journey — fully automated

01

Account & Loan Setup

  • Create accounts with full profile
  • Attach loans/assets to accounts
  • SSN and identifier management
02

Filing Detection

  • Manual creation or PACER pull
  • One active case per account
  • Attach loans at case creation
03

Payment Tracking

  • Manual & bulk trustee uploads
  • NDC payment reconciliation
  • Missed payment detection
04

Resolution & Reporting

  • Discharge/dismissal detection
  • Bankruptcy Aging dashboard
  • MoM & YoY reporting
Built-In Reporting

Executive Dashboards,
Out of the Box

The Home screen provides instant portfolio visibility — no custom reporting needed.

Chapter 13 – Current Month
12
Filed
2
Dismissed
2
Discharged
$7.5k
Payments This Month
26
Active Loans
Chapter 7 – Current Month
10
Filed
2
Dismissed
1
Discharged
$8k
Payments This Month
8
Active Loans

10 Built-In Reports — Available on Day One

01Bankruptcies filed this month
02Cases dismissed this month
03Cases discharged this month
04Total payment amount (current month)
05Number of active loans
06Total balance amount
07MoM payment reports
08YoY filing trends
09Monthly dismissal/discharge (3 years)
10Payment type breakdown
Bankruptcy Aging

Know Which Cases Are
Falling Behind

The Bankruptcy Aging tab filters your portfolio by payment delinquency — instantly showing which accounts need attention before they become a compliance risk.

Current Bankruptcies— All active, up to date
30 Days Past Due— Last payment 30–89 days ago
90 Days Past Due— Last payment 90–119 days ago
120 Days Past Due— Last payment 120+ days ago

Includes search, sort, and CSV export functionality.

Bankruptcy Aging Dashboard
AllCurrent30 Days90 Days120 Days
25-81034Davis, TestFirst802-Feb-2026
23-67677Johnson, TestFirst202-Feb-2026
23-84763Brown, TestFirst801-Feb-2026
23-28589Horn, Stanley17-Dec-2025
Export CSV
Enterprise Impact

Measurable Outcomes for
Regulated Institutions

Reduce Compliance Risk

Standardized workflows and structured lifecycle tracking aligned to regulatory expectations.

Improve Operational Efficiency

Eliminate manual court checks, disconnected systems, and spreadsheet-driven processes.

Increase Transparency

Full case lifecycle visibility — from filing to discharge, dismissal, or resolution.

Scale with Confidence

Enterprise-ready architecture designed to support growing portfolios and multi-entity operations.

Ready to modernize your
bankruptcy operations?

Join leading financial institutions using BankruptcyTrac to automate, monitor, and manage at scale.

BT
BankruptcyTrac

Enterprise Bankruptcy Monitoring & Case Management — built natively on Salesforce. The system of record for high-volume bankruptcy portfolios.

© 2026 BankruptcyTrac. All rights reserved.

Purpose-built for regulated financial institutions