The customer agrees to pay.
The due date needs follow-up.
Finance operations
Collections that keep every promise and handoff on the case
When a payment is missed, your lending system tells Beezr through its API and a case opens on its own. Agents log every call and promise, broken promises escalate by rule, and the outcome flows back to the lending system.
In use at a fintech lender in Egypt, with agency activity tracked against SLAs.
- Missed payment
- Assigned case
- Promise to pay
- Escalation
- Agency action
- Outcome written back
Collections breaks when promises leave the record
We find lending balances in one system, recovery work elsewhere. The next agent needs the previous agreement.
The case moves to another team.
Calls and visits must travel with it.
The agency takes the assignment.
Managers need activity against the agreed SLA.
Case history must survive handoffs.
Follow one missed payment, from API trigger to outcome
You keep the loan. We follow its recovery case.
The lending system's API flags a missed payment.
Credit data arrives with the schedule. The trigger starts recovery.
REST steps read the lending system's APIs.
A REST step calling an external API. A case opens and reaches its agent.
The missed payment opens a case. Assignment follows your routing rules.
Workflow rules create and assign the case.
- Missed-payment trigger
- Collection case
- Routing rule
- Assigned agent
The agent records a promise to pay.
The call stays on the case. Beezr monitors the promise's due date.
Case records hold promises; workflow reminders prompt follow-up.
- Customer interaction
- Promise and due date
- Follow-up reminder
- Promise status
The promise breaks and the rule takes over.
An alert prompts follow-up. Repeated broken promises trigger your escalation path.
Workflow rules set escalation timing.
SLA rules configure follow-up and escalation timing. The agency works its assigned case.
The agency uses its portal view. Actions are measured against its SLA.
Permissions restrict Beezr-hosted forms to assigned cases.
- Agency assignment
- Assigned-case access
- Activity recorded
- SLA monitored
Legal or resolved, the outcome returns to lending.
Legal receives a linked case history. Outcomes return through the lending system's APIs.
REST steps write back outcomes; linked records retain history.
- Collection history
- Legal case or resolution
- Recorded outcome
- API write-back
Recovery history reaches the final outcome.
What changes when collections teams share the case
| Before | With Beezr |
|---|---|
| Promises sit outside the loan record | Due dates trigger monitored follow-ups |
| Handoffs lose the earlier interactions | The full case history travels |
| Agency work needs separate chasing | Activity is tracked against its SLA |
| Lending waits for a status update | Outcomes are written back through APIs |
Why not the collections module in your lending system or a custom build?
We compare recovery and agency handoffs against your procedures.
| Question | Lending system's collections module | Custom build | Beezr |
|---|---|---|---|
| Recovery stages | Within its stage model | Your specified procedures | Your workflow rules |
| Agency access | Its agency features | Specified portal | Assigned-case access |
| First process | Lending-system rollout | After development | Running in weeks |
| Changing escalation | Its configuration tools | Developer update | Change workflow rules |
| Lending data | Within the lending system | Specified API connection | REST API steps |
Collections on Beezr at a glance
- Records
- Customers · Loans · Schedules · Cases · Interactions · Promises · Agencies · Legal cases
- Workflows
- Case creation · Assignment · Follow-up · Escalation · Agency onboarding · API write-back
- Screens
- Agent workspace · Recovery view · Legal view · Agency portal · Smart Views
- Reports
- Case progression · Broken promises · Agent performance · Agency SLAs · Legal outcomes
- Connects to
- Lending-system APIs · Email · WhatsApp · Single sign-on
- Fits
- Internal recovery teams · External agencies · Legal handoffs · Arabic and English
Built from parts, so the next process is faster
We build collections from shared parts. Case management preserves history. Reminders and permissions keep agency work attached.
REST steps call lending APIs. The Integration Hub connects notifications. A Web Agent reaches systems without APIs.
Core-system sync
Also connects finance operations.
Case management
Also runs in customer support.
Follow-ups and reminders
Also runs in HR reviews.
External portals
Also runs in procurement.
Onboarding and KYC
Also runs in factoring.
Approvals
Also runs in payment requests.
Already running at companies like yours
Questions buyers ask about collections on Beezr
How long does it take to go live?
Your first process is running in weeks.
Can we start with one part?
Yes. The next part connects to the same records.
Can we import our Excel records?
Yes. Import Excel records into your forms and workflows.
Can departments or entities have different rules?
Yes. Approval and document rules differ by department or entity.
Does it work in Arabic?
Yes. Users choose Arabic or English, with right-to-left screens.
Can it notify people on WhatsApp?
Yes. The Integration Hub sends messages through a provider or your company's WhatsApp Business account.
Where does our data live?
In your Beezr workspace, with field-level access and history. Beezr Shield adds encryption, SSO, MFA and geo fencing.
How is this different from our lending system's collections module?
Compare your recovery stages and agency handoffs with the module's features. We configure yours.
Can agencies see only their assigned cases?
Yes. Agencies access assigned cases through Beezr-hosted forms. Actions are logged.
What happens when a promise is broken?
Beezr alerts your team. Repeated broken promises trigger your escalation rules.
Let's talk
Bring one team's cases. We build recovery with you, then connect agencies and lending.