Portfolio
PTP customers
Borrowers with an active promise to pay — sourced from LOS in production. Use Actions for updates, logs, and schedules without leaving this list.
·
Everything for this PTP case opens here — escalate misses to Broken PTP, log activity, and review schedules without leaving the list.
Active promise
Promise date
Promise amount
Days remaining
days
Recorded on
Recorded by
Phone
Email (LOS)
Mailing address
Facility
- Origination amount
- Amount due
- DPD (segment)
- d est.
- Type
Assignment
- Assigned agent
- Account status
- Bucket
Illustrative schedule sized to the case balance for this demo shell.
| # | Due | Amount | Status | Paid on |
|---|---|---|---|---|
Escalate out of active PTP
This path is for when the borrower missed the promise date or revoked the commitment. You will be taken to Broken PTP customers with this case highlighted so the team can assign a new promise or escalate legally.
Current promise: ·
SMS
Last:
Calls
Last:
Last:
Activity logs
-
·
Communication actions
Add manual call, SMS, or pre-recorded audio logs for this PTP customer.
Calls this month: / · waived
| Channel | Date | LOV | Template | Next call | Notes |
|---|---|---|---|---|---|
PTP posture
Promise for with .
Portfolio notes
Supervisor commentary would attach here when wired to your notes API.
SMS
Last:
Calls
Last:
Last:
Bucket history
| Bucket | Sub | Changed | By |
|---|---|---|---|
Pattern
Confidence
%
Next review
Browser softphone demo
No third-party service is connected. This popup demonstrates the future in-app dialing experience.
Calling
·
Status
AI Auto Call demo
The AI agent uses customer context, selected reason, and approved scripts to place a simulated automated call.
AI call status
·