How it fits your workflow.
Clearplan supports repossession business and field operations. Its workflow concerns coordination among office staff, drivers, and clients rather than the financial ledger itself. A useful connection distinguishes field activity from an approved account instruction and keeps the associated assignment reference visible during handoffs.
WORKFLOW FOCUS
Field recovery activity and office coordination context.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Is a field observation the same as a lender instruction?
No. An observation supplies operational information. It should not be treated as an instruction to take action on an account without the appropriate review.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.