Platform Capabilities
Built for financial institutions managing high-volume bankruptcy operations
Account & Loan Management
Create and manage borrower accounts, attach loans and assets, and track balance, status, and history — all in one place within Salesforce.
Bankruptcy Case Creation
Create bankruptcy records manually or pull directly from PACER. Attach affected loans at the point of case creation with one active case per account enforced.
Intelligent Alerts & Exceptions
Configurable alerts for critical events including filing, discharge, dismissal, and payment issues. Never miss a deadline or action item.
Payment Tracking — Manual & Bulk
Create trustee payments manually or bulk upload via the Upload Trustee Payments feature. Full payment history with transaction IDs, amounts, and dates per loan.
Bankruptcy Aging Dashboard
Filter portfolios by All, Current, 30, 90, or 120 days past due. Searchable, sortable, and exportable to CSV for compliance and operations teams.
Discharge & Dismissal Management
Automatic identification of case outcomes with status updates across loans, accounts, and audit-ready history tracking.
Document Management
Attach documents (images, PDFs, Word files) directly to bankruptcy records via the built-in Attachment Manager. Store and access all case documents in one place.
10 Built-In Dashboard Reports
Home screen shows filings, dismissals, discharges, payment amounts, active loans, balance, MoM payments, YoY trends, and payment type breakdowns — out of the box.
Salesforce Native Integration
Built directly within Salesforce with familiar UI, role-based access, account history tracking, and seamless integration with your existing systems.
Specialized by Bankruptcy Type
Purpose-built workflows for Chapter 7 and Chapter 13 cases
Chapter 7 – Liquidation
- Filing and case status tracking
- Automatic monitoring for dismissal or discharge
- Reaffirmation and asset status visibility
- Alerts for critical court events
- Attorney and trustee information management
- Timeline and docket history
Chapter 13 – Reorganization
- Plan and trustee payment tracking
- Ongoing monitoring of payment status and delinquencies
- Detection of plan modifications, dismissals, and discharges
- Month-over-month and aging insights
- Payment reconciliation with NDC and other sources
- Plan confirmation and modification alerts
Seamless Integrations
Connect with your existing systems and data sources
PACER
Direct integration for court filing data
Salesforce
Native platform integration
NDC
Trustee payment data sources
Custom APIs
Flexible integration capabilities
Flexible Deployment Model
Designed to fit seamlessly into your existing technology ecosystem with a Salesforce-native experience that acts as your system of record.
- Built directly within Salesforce
- Familiar UI for agents and operations teams
- Role-based access and reporting
- Scalable for enterprise portfolios
The Impact on Your Operations
Measurable results that drive business outcomes
Reduce Compliance Risk
Automated monitoring and audit trails
Improve Efficiency
Eliminate manual tracking and spreadsheets
Real-Time Visibility
Portfolio-wide case status and insights
Scale with Confidence
Enterprise-ready for growing portfolios