Debt Recovery Experts — Systems & Roles Guide

Your Access Overview

Anita — Read-Only

You can view claims, debtors, and case progress in the CRM. You cannot approve cases, make changes, or send emails from the system. This gives you full visibility into DRE operations without any responsibility for case decisions.

Tony — Full Admin

You have the same level of access as Germaine. You can view, create, edit, and approve everything in the CRM. You can manage claims, debtors, payments, and case notes. You can approve cases and move them through recovery tiers. This is your business — you have full control.

The Three Systems You'll Use

1. DRE CRM (TwentyCRM)

https://crm.debtrecoveryexperts.com

This is the central system where all claims, debtors, and case activity are tracked.

What you'll find inside:

Claims — each recovery case with status, tier, amount, and debtor info
Debtors — the companies and individuals we're collecting from
Payments — money collected, fees deducted, net to client
Case Notes — internal notes on case progress

2. DRE Portal

https://portal.debtrecoveryexperts.com

Public-facing pages for clients and debtors. You don't log into this — it's how the outside world interacts with DRE.

Pages:

Intake Form — New clients submit claims here
Fee Calculator — Clients can estimate fees
Payment Page — Debtors pay here via ACH

3. Email — Three Mailboxes

Address	Display Name	What It's For
email@redacted	Debt Recovery Experts	Debtor-facing. Demand letters, payment links, collection updates.
email@redacted	Debt Recovery Experts	Client-facing. Claim status updates, DocuSeal signing requests, fee receipts.
email@redacted	Debt Recovery Experts	General business inquiries.

All three show "Debt Recovery Experts" as the sender name. The reply goes to whichever mailbox the client or debtor wrote to.

How a Claim Flows

Client submits intake form
       ↓
Team reviews in CRM
       ↓
Germaine approves → moves to next tier
       ↓
Automated emails sent via collections@ or dre@
       ↓
Payment collected → recorded in CRM
       ↓
Case closed → binder generated

Quick Reference

Question	Answer
Where do I log in?	crm.debtrecoveryexperts.com
What's my login method?	Email magic link (no password)
Can I approve cases?	Tony: Yes — same as Germaine. Anita: No.
Can I add notes to a case?	Yes (if you can edit records)
Can clients see the CRM?	No — clients use the portal
Who do I contact for help?	Germaine

2.7 KiB Raw Permalink Blame History