Simplicity Software FAQ

You can review performance of each individual collector using the collection performance report built into the system.

SSAE16 security audit reports are the collection industry standard for server and data security. These SSAE16 requirements must be met for all applications or servers storing sensitive information like Social Security Numbers and Dates of Birth.

There are no real minimum specifications for running Simplicity because it is a browser based application. The biggest single variable to how quickly your application will run will be the speed of your internet connection. Although there are no minimum specifications, the current computer specifications can be used as a guideline to ensure quality performance:

 

Processor – dual core @ 2.4 GHz (Core Duo Intel processor or equivalent AMD)
RAM – 4 GB
Hard Drive – 160 GB
Wireless (for laptops) – 802.11g/n (WPA2 support required)
Backup Device – External hard drive and/or DVD+/-RW drive

The software runs as a browser based application so the faster the internet connection the better the software performance. Simplicity has been optimized to work with slower mobile connections but works best with higher internet connections.

There is an option for you to assign clients access to view their case(s). This can be managed by you on a client-by-client basis.

Simplicity uses a MySQL database for reasons of flexibility, scalability, and reliability. MySQL is a very light, efficient database. It will outperform most database platforms even with hundreds of thousands of cases and is a current relational database that is easy to work with and migrate. It does not get bogged down with multiple users or large amounts of data.

Yes. Simplicity allows you the ability to store as many files as you would like linked to individual case files. Most common file types are accepted (PDF, Word, Excel, JPG, BMP, etc).

There are five example templates currently available with SimplicityCollect, but we suggest they be edited to meet current CFPB guidelines. We do however allow you the capability to create and upload any number of your own custom templates to use with the system.

Under the “Tools -> Bulk Case Manager”, users can manage their collection cases in bulk. Cases can be filtered by “collector”, “client”, “update date”, and “status.” Once cases have been selected, actions such as assigning collectors, adding notes, changing the status, and generating documents in bulk can be performed by number of cases, percent of cases, or can be performed to all cases selected.

Yes!  You have full control over who has access to the software. This functionality can be found under the “Settings -> Collectors/Employee” sub-menu.

Data backup is performed daily and two weeks of data backups are stored.

Piece of Cake!  If your data is in an Excel or CSV format the Simplicity Case File Importer tool allows you to map data columns from your Excel file to columns in Simplicity and easily import the data.

There is a wide array of legal, financial, client, trust accounting, collector performance, and quick reports built right into Simplicity. Additionally, Simplicity’s case file exporter tool allows you to extract virtually any data element into an excel format that can then be used to create custom reports.

You bet!  Our DocGen tool allows you the ability to create and upload your own custom templates right to the software. Once you have created and uploaded your templates, they can then be used to generate documentation for debtors in bulk. The Simplicity DocGen tool uses MailMerge technology. We provide you the MailMerge data source to use and video tutorials on how to create and upload your custom template documents.

If your data is in an Excel or CSV format, our support team will assist you in using the Simplicity Case File Importer tool which allows you to map data columns from your Excel file to columns in Simplicity and easily import the data.

You have complete control over collector access to the system and you can restrict access when you want to.