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.
Powered by BankruptcyTrac • Salesforce Native
Active Cases Supported
Platform Uptime
Automated Alerts Daily
Compliance Checks
See BankruptcyTrac in Action
Purpose-Built for Financial Institutions
Managing High-Volume Portfolios
BankruptcyTrac serves as your centralized bankruptcy system of record — bringing structure, visibility, and operational control to complex portfolios.
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
Account & Loan Setup
- Create accounts with full profile
- Attach loans/assets to accounts
- SSN and identifier management
Filing Detection
- Manual creation or PACER pull
- One active case per account
- Attach loans at case creation
Payment Tracking
- Manual & bulk trustee uploads
- NDC payment reconciliation
- Missed payment detection
Resolution & Reporting
- Discharge/dismissal detection
- Bankruptcy Aging dashboard
- MoM & YoY reporting
Executive Dashboards,
Out of the Box
The Home screen provides instant portfolio visibility — no custom reporting needed.
10 Built-In Reports — Available on Day One
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.
Includes search, sort, and CSV export functionality.
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.