Promise-to-Pay Tracking

When a debtor commits to making a payment by a certain date, recording that promise ensures timely follow-up. Catchpole tracks every promise and automatically detects broken ones.

How It Works

1. A collector records a promise during a call or contact
2. The system tracks the promised amount and date
3. On the promise date, the system checks if payment was received
4. If not, the promise is flagged as broken for immediate follow-up

Promise Statuses

• Pending — promise date hasn’t arrived yet
• Kept — payment was received on or before the promise date
• Broken — promise date passed without payment
• Cancelled — promise was cancelled or superseded

Recording a Promise

From the collector dashboard or customer detail view:

1. Click Promise
2. Enter the promised amount
3. Set the promise date
4. Add any notes about the conversation
5. Save — the system will track it automatically

Broken Promise Follow-Up

Broken promises are detected daily and appear in:

• The collector’s work queue (prioritized for follow-up)
• The Promises dashboard with “Broken” status
• Management reports for tracking patterns

Dashboard View

The Promises page shows all promises across your organization:

• Filter by status (Pending, Kept, Broken)
• See promised amounts and dates
• View associated customer and claim details
• Track promise-keeping rates across your portfolio