Admin Dashboard
Operations overview, conversion health and your pending queue.
Volume
Conversion
Upcoming in this Hour
My Task Box
| Submitter | Client Name | Client Number | Date | Type of Close | Commission ($) | Lifecycle Actions |
|---|---|---|---|---|---|---|
| No pending task approvals. | ||||||
My Performance
Welcome to Debt Relief Portal
Choose your closing department role below to start assisting clients with custom savings projections and automated workflows.
Deals Board
Track claimed, closed and declined deals to compute conversion rates.
| Client Name | Client Phone | Client Email | Date | Type | Amount of Debt | First Payment Date | Opener | Closer | Legal Plan | Status | End Result | Edit | Delete |
|---|
Dropped Calls
View calls that were not taken by a closer.
| Client Name | Phone | Date | Opener | Status | Duplicates |
|---|
A&S Declined
View old/previous transfers declined by an employee (agent) or directly by the system.
| Client Name | Phone | Declined By | Declined Date | Reason | Action |
|---|
Unclosed Claims
Leads that were claimed but neither submitted (approved) nor declined by the closer.
| Client Name | Phone | Claimed By | Claimed Date | Type | Action |
|---|
Transfers History
View past lead transfers, who created them (Opener), and who accepted them (Closer).
Opener Portal
Quick-qualification calculator and office location details.
Client Name - Phone
Debt Validation ACCEPTEDSent by (Opener): Opener • Accepted by: Validation Agent
Lead Qualification Form
Collect client information to transfer the lead to a closer
Waiting for a closer to take the call...
STEP 2: IMMEDIATE NEXT ACTIONS
Always confirm client interest before executing the live flip or scheduling a callback appointment.
Program Offices
Headquarters location and official channels
New Settlement Projection
Configure client debt profile, program terms, and budget breakdown to calculate saving details.
1. Current Debt State (Without Us)
Enter client's current credit cards or unsecured debt details
2. Debt Relief Settlement Program
Configure program parameters and calculate low monthly savings
3. Budget Analysis
Audit client income & cash flows to confirm program affordability
Debt Settlement Presentation
Comparing traditional minimum payment trap to Debt Relief Program freedom plan
Traditional Creditor Path
Paying minimum card payments while compound interest builds up
Minimum Payment Trap: Creditors structure payments so you only chip away 1% of the principal each month, keeping you in debt forever.
Compounding Penalties: Late fees, penalty rates (up to 29.99%), and annual terms are stacked against you if your cash flow gets tight.
Empty Cash Reserves: Sending $900 every month to creditors leaves you with only $350/mo in savings, causing vulnerability in emergencies.
Your Path to Freedom
Legally settling your balances for a fraction of what you owe
Accumulated Costs Comparison
Visualizing total dollars spent out-of-pocket over time under each path
Closer Utility Box Google UI Standard
Export proposals, schedule appointments, or launch interactive closing script engine.
Always emphasize that the $0 interest and fixed payment allows them to build an emergency fund, which is shown in the budget analysis.
UF Case Assistant
Search through corporate case files, scripts, and guidelines instantly.
All corporate files are pre-loaded. Type any keyword to search across all documents instantly.
💡 Tip: Ask about specific topics like "rebuttal", "enrollment", "compliance", "creditor", or any keyword from your documents.
HI CHAT ASSISTANT
¡Hola! 👋 Estoy aquí para ayudarte
Master Closing Playbook Player
Select an interactive script below to guide your live client call, handle objections, and automate CRM workflows.
Step 1 of 9
Strict Qualifications:
- Min debt: $10,000+ (credit cards, personal loans, medical bills).
- No auto loans, mortgages, student loans, taxes, or bankruptcy.
- Banned States: CO, HI, ME, MN, ND, NH, OR, RI, WA, WI.
Reduction Hierarchy:
- Drop a Debt
- Extend Term
- Reduce Fee %
- Remove BLP
Welcome! I'm the UCC AI Assistant, here to help you with:
- 💬 Answer your questions instantly about cases, policies, and workflows.
- 📋 Guide you with CRM rules, calculations, and scripts.
Type anything below to get started!
System Settings
Manage Security (IPs, Passwords, Access) and AI Data & History Logs.
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Lead Volume Trend
Total daily lead transfers logged over the last 7 days.
Conversion Funnel
Visual mapping of overall agent performance pipeline.
Employee Passwords & Access Roles 0 Agents
Manage user accounts, assign roles, and reset passwords.
Allowed IP Whitelist
Restrict employee access to designated office IPs only.
Reload Knowledge Base
Force reload knowledge base documents into memory.
Knowledge Base Document Uploader
Upload text (.txt, .md), JSON, CSV, Word, or PDF corporate files.
Rebuttals Folder Uploader
Upload a folder of rebuttals to permanently train the AI Assistant.
AI Re-Battle Assertiveness
Review custom rebuttals and adjust AI coaching level.
Trash Bin (Deleted Records)
View deleted leads, transfers, and deals. These records do not affect system metrics.
| Client Name | Date Deleted | Origin | Opener | Closer | Amount ($) | Actions |
|---|
Global E-Card Email Template
Configure the system-wide default E-Card email subject and body template that applies to all agents. Agents can override this in their profile if needed, or leave it blank to inherit these system defaults.
Available Placeholders (Will be automatically filled):
{Client Name}- The name of the client{Client Email}- The email of the client{Agent Name}- The full name of the agent{Payment}- Program monthly payment{Savings}- Program savings amount
My Profile & E-Card Settings
Customize your professional profile and the default email template sent to clients via E-Card.
Profile Details
E-Card Email Template
Available Placeholders (Will be automatically filled):
{Client Name}- The name of the client{Client Email}- The email of the client{Agent Name}- Your full name{Payment}- Program monthly payment{Savings}- Program savings amount
Appointments Dashboard
Track scheduled consultations, manage callback queue, and view performance metrics.
Scheduled Consultations
Real-time listing and monitoring queue
Appointments Report & Statistics
Comprehensive status and active schedules breakdown:
Status Breakdown Report
Auto Alert Diagnostics
Our system automatically triggers desktop notifications and plays reminder chimes 5 minutes before scheduled times.
Book New Consultation
Input details to add a new appointment
Debt Relief Program Academy
Internal training hub, objection handling guides, and compliance guidelines.
Admin: Upload Training Course
Interactive Call Script
Guided step-by-step closing scripts and CRM workflow automation.
Commissions
Transfer history, outsource activity and monthly commission payouts.
Reports & Performance Targets
Track daily and monthly performance metrics, audit individual agent activities, and manage transfer category targets.