Navigation:  Account Delinquency screen > Comments tab > Comments field group > Follow-Up Date & Time field group

Entry: User, alphanumeric

F/M: Yes

Mnemonic: None

Screen: Account Delinquency; Bankruptcy; Foreclosure & Repossession & Judgment; Collection Queues, Detail & Queue Processing tab, Comments tab

Field Group: Follow-Up Date & Time

 

The Follow-up Date and Time fields are used by collectors to indicate on what date and time they want to follow-up on the loan.

 

Follow-Up Date

 

If a date is entered in this field, the system will not place the loan in the collectors queue until that date. For example, if a borrower promises to make a payment in 15 days, you could enter that promise online, then enter a follow-up date as 16 days in the future. Enter the date using MMDDYYYY format, or use the drop-down calendar to select the date.

 

Note: To open this field to file maintenance, you must enter any of the F codes in the third Contact Codes field.

 

After you enter a date and click , the date is displayed below in the Current Follow-Up Date field.

 

On the date specified, the system places the loan back in the queue. If the borrower does not make the payment, the loan will appear back in the queue for the collector to follow up on. This field is file maintainable and is written out to history. Even if the loan is current on the follow-up date, it will appear in the queue.

 

Follow-Up Time

 

The Follow-Up Time field can be used to set up a follow-up time for today or a future date. On that date at the applicable time, the account will be accessed in the processing queue.

 

Note: To open this field to file maintenance, you must enter any of the F codes in the third Contact Codes field. If you want a follow-up time for today, you must enter both today's date and the time. Hint: "F50" is Call Back Customer Today.

 

Example of setting up a follow-up time for today: If you call a borrower today and the spouse says to call back at 3:30, you would enter today's date in the Follow-Up Date field and 3:30 in this field. On the Summary tab (Loans > Collections > Queues > Collection Queues screen), the word "scheduled" and the time will be displayed (these appear in green). As you are processing the queue on the Detail & Queue Processing tab (using the "<<Previous Loan in Queue" and "Next Loan in Queue>>" buttons), when the follow-up time is reached, clicking the "Next Loan in Queue>>" button will go to that account instead of the next loan in the queue.

 

You can type the time into the pre-formatted field (HHMMSS), or select a time using the up and down arrow buttons on the right side of the field. You can also use the up and down arrow keys on your keyboard to change the time, and you can navigate within the field using the left and right arrow keys on your keyboard. Use AM or PM to designate morning or evening.

 

See the following example of this field group on the Comments tab: