43 lines
1.8 KiB
Markdown
43 lines
1.8 KiB
Markdown
# DRE Letter Templates — 8-Tier Workflow
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## AUTOMATED (Items 1-3) — sent from dre@ automatically based on claim status
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### 1. Initial Onboarding — "We've Received Your Claim"
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### 2. Under Review — "Your claim is being reviewed"
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### 3. Accepted + LPOA — Includes LPOA attachment link + notarization instructions
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Each contains: Claim ID, debtor name, amount, payment link (pay.debtrecoveryexperts.com), next steps.
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## QUEUED (Items 4-8) — require authoring + dual approval
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Anita authors/edits → submitted for approval → Tony + Germaine both approve → sent from collections@
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### 4. Soft Touch (Tier 1) — Friendly reminder email
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### 5. Formal Demand (Tier 2) — 14-day demand with escalation warnings
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### 6. Lien Threat (Tier 2.5) — Texas mechanic's lien notice, 10-day cure
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### 7. Escalation (Tier 3) — Final notice before legal action
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### 8. Legal Action (Tier 4) — Lawsuit referral notice
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All queued letters include FDCPA disclosure: "This communication is from a debt collector attempting to collect a debt. Any information obtained will be used for that purpose."
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### Payment Link Requirement
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Every letter template and mock letter **must** include this line immediately before the FDCPA disclosure:
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```
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Payment can be made at: https://pay.debtrecoveryexperts.com
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```
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See `references/letter-queue-payment-links.md` for the full pattern including the Anita notification bar that fires on new draft creation.
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Full templates at /root/.hermes/references/dre-letter-templates.md
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## Stage-to-Template Mapping for "+ New Letter" Modal
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Client stage → available templates:
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- soft-touch → formal-demand
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- formal-demand → lien-threat, escalation
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- lien-threat → escalation, legal-action
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- escalation → legal-action
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- legal-action → (none — handled by counsel)
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