Demonstration workspace — every record is sample data. Mock connectors only; no live DMS or Google account is connected.

BHPH Portfolio

In-house accounts, aging, and a graceful collections workflow: reminder → contact → promise → arrangement → escalation.

Accounts

4

Principal outstanding

$41,674

Past due

$2,713

Open promises to pay

1

Portfolio aging

Accounts and balances by days delinquent

Current

1

$11,642

1-15

1

$9,153

16-30

0

$0

31-60

1

$11,759

61-90

0

$0

90+

1

$9,120

Accounts

4 records
CustomerVehiclePaymentStatus
BH-5100Marisol VegaN-2102 · 2017 Ford Fusion$11,642$190.81 biweekly1970-01-06—CurrentCurrent
BH-5101Darnell WhitfieldS-3201 · 2017 Nissan Altima$11,759$189.75 biweekly1969-11-24$569.2531-60 daysDelinquent
BH-5102Tasha BrooksS-3206 · 2015 Chevrolet Silverado 1500$9,153$214.02 biweekly1969-12-23$214.021-15 daysCurrent
BH-5104Trey BosemanS-3205 · 2017 Dodge Charger$9,120$214.40 biweekly1969-09-02$1,929.6090+ daysRepossessed

Collections workflow

Every step is documented. No predatory language, no surprise fees.

  1. Step 1

    Reminder

    Courtesy text or email before the due date.

  2. Step 2

    Contact

    A real conversation — what changed, what's possible.

  3. Step 3

    Promise

    Record a specific date and amount the customer chooses.

  4. Step 4

    Arrangement

    Written catch-up plan, signed by both sides.

  5. Step 5

    Escalation

    Only after documented outreach and manager review.