Please enable JavaScript.
Coggle requires JavaScript to display documents.
ET Jdgmt Empire (Phase 1: Pre-Judgment Discovery (Step 2. Utilize Data…
ET Jdgmt Empire
Phase 1: Pre-Judgment Discovery
Step 2. Utilize Data Source
Data Brokers
County Recorders websites
CoreLogic
Step 1. Decide on Judgment Criteria
Strategic Judgments
Righteous Judgments
Step 3. Compile & Format Data
Step 4. Prepare & Submit Batch for Skiptracing (Microbilt, iDicore, etc)
Step 5. Upload to CRM (Calltools.com)
Phase 2: Initial Creditor Acquisitions Outreach
Step 1. Campaign Creation
Step 3. Schedule appointment with Creditor
Necessary Roles
Appointment Setter
Contact leads & prequalify them using company telephone script
Secure appointments with Transaction Coordinator
Handle incoming calls
Nurture leads via email, text, etc
Transaction Coordinator
Handles scheduled appointments from Appt Setter
Ensures that documents get signed and notarized
Gathers preliminary info on debtor(s) using Microbilt
Compiles list of potential subpoenas for paralegal to prepare
Assigns case to paralegal on Advologix / Clio with findings
HR & Billing
Clearly Defined Expectations
Company Mission Statement
Company Values
Phase 3: Initial Asset Recovery Plan
Phase 4: Advanced Asset Recovery Plan
Marketing Automation