Prioritized recovery queues that don't rely on memory
Loan Recovery
Recovery work is a volume problem — the accounts that need attention today have to surface automatically. NeoCRM prioritizes recovery cases by risk and aging and keeps a full contact history so no two agents duplicate the same call.
Built for: Collections and recovery teams
Two agents call the same overdue account on the same day because neither could see the other had already reached out — and the account they should have prioritized sits untouched.
Cases are queued by risk and days-past-due automatically, with full contact history visible, so no two agents duplicate work and nothing sits idle.
The exact stages, from the code
Pulled directly from the module's own status definitions — not a simplified marketing funnel.
Recovery case pipeline
7 stages total — PTP is short for “promise to pay.”
Everything inside the Loan Recovery module
Grouped by where it shows up in the day-to-day workflow — this is the most built-out vertical on the platform.
Case operations
- Table and kanban queue views over the same case list, filterable by stage
- Bulk CSV import (up to 10,000 rows) with a duplicate and missing-field preview before you confirm
- Bulk stage updates across selected cases, and one-click CSV export of the filtered list
- A natural-language filter box in the case list toolbar for free-text search
Field & telecalling workflow
- Separate workload views for telecallers and field agents — open cases, overdue count, amount collected, and recovery rate per person
- Call and message a borrower directly from the case, logged automatically into the shared communications history
- Document attachments per case for notice copies and field proof
- A unified timeline merging case updates, communications, and finance events into one chronological feed
Manager visibility
- Manager dashboard: overdue actions, due-today actions, partial recoveries, and unassigned-case counts by role
- Configurable masters for banks, DPD buckets, sources, and follow-up statuses
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