Supreme Collect Payment Portal Preview

Account lookup

Search or select an account before taking action

Demo-safe records

Sample accounts

Click a record to load the profile

Account overview

Balance, offer, and next best actions

Sandbox data

Current balance $1,845.00 Keisha J. - demo account

Settlement offer $1,199.25 Offer expires in 7 days.

Minimum today $50.00 Portal rule example.

Portal status Preview Authorize.Net not connected yet.

Recommended

Choose how to resolve this account

Account timeline

Recent customer events

Make payment

Hosted payment handoff preview

Authorize.Net placeholder

Hosted/tokenized rail

Authorize.Net window appears here later

Card/bank data never enters JSFC. The live version will open Authorize.Net Accept Hosted or an approved hosted/tokenized flow.

Choose a payment amount to preview the handoff.

Payment arrangement

Preview a scheduled plan

Policy driven

Schedule preview

Installments and remaining balance

Payment source

Update stored method safely

Hosted profile manager

Current source

Saved method preview

Visa ending 4242 Status: active preview method Used for arrangement draft only.

Security boundary

No card fields in JSFC

Live rule: Payment source updates must happen inside Authorize.Net hosted/customer-profile flow. JSFC stores only profile IDs, transaction IDs, brand, last 4, and audit metadata.

Hosted profile manager is not connected in this preview.

Messages

Email/SMS templates, message history, and link timeline

Template workspace

Template library

Upload or manage campaign templates

Upload SMS/email template file Preview only. Live upload stores approved templates in CRM.

Templates selected here become available in Campaign Builder.

Communication history

Customer-level timeline

Campaign connection

How templates feed Campaign Builder

Email templates route to SendGrid campaigns after approval. SMS templates route to the verified SMS provider after 10DLC/opt-out/webhook checks. Every template stores channel, campaign use, approval status, version, and required payment-link merge field. Replies and send results write back to the same customer timeline and Digital Collections analytics.

Analytics emitted

Events this portal will write

Receipts

Payment confirmations and letters

Preview documents

Documents

Available after payment or settlement

Payment receipt Generated after successful payment.

Paid-in-full letter Generated when balance is resolved under approved policy.

Settlement confirmation Generated when a settlement offer is accepted.

Delivery

Email and SMS confirmation rules

Receipt email via SendGrid after confirmed payment event. SMS receipt link only when SMS consent/opt-out status allows it. All letters require approved templates before live send.

Help / dispute

Give customers a safe non-payment path

Compliance required

Follow-up queue

CRM routing preview

Disputes route to compliance/review queue. Wrong party updates suppress future campaigns until reviewed. High-value abandoned portals route to collector callback. Help requests create CRM tasks and timeline events.

No request submitted in this preview session.

Internal CRM console

Digital Collections command dashboard

Staff preview

Portal payments $8,112.39 Attributed to tracked links and campaign batches.

Link conversion 18.4% Clicked link to payment or arrangement action.

Needs follow-up 27 Opened portal but did not close.

Live blockers 4 Authorize.Net, SendGrid, SMS, compliance/test path.

Campaign funnel

From file upload to dollars collected

Digital agents

Production by automation lane

Campaign builder

Create SMS and email campaigns with tracked payment links

Send disabled

New broadcast

Build campaign draft

Campaign type Channels Audience segment

SMS template Email template

Custom message body

Rules before send

Campaign guardrails

Suppress opt-outs, wrong-party records, disputes, and bad contact rows before send. Generate unique tracked payment links per customer/account/campaign/template/channel. SendGrid handles email delivery/open/click events; SMS provider must handle 10DLC, STOP, delivery, replies, and webhooks. Every sent, opened, clicked, replied, paid, failed, abandoned, and no-close event writes back to CRM.

No campaign draft previewed yet.

Upload center

Load campaign files into Supreme Collect CRM

Template/import preview

Campaign file

Import accounts for broadcast

Upload type Choose file for preview validation No real upload happens in sandbox.

Import checks

Required columns and safety checks

Waiting for preview validation.

Response center

Live SMS and email response boards

Separate feeds

SMS file progress 78% 892 / 1,143 queued SMS processed

Email file progress 64% 734 / 1,143 queued emails processed

Response rate 14.8% Replies across both channels

Human follow-up 19 Call-needed or manual review items

SMS live feed

Inbound SMS replies

Email live feed

Inbound email responses

Activity analytics

Response and escalation health

Payment activity

Staff view of payments, arrangements, failures, and receipts

Authorize.Net pending

Live ledger preview

Recent portal activity

Payment rules

Policy engine preview

Minimum payment, maximum payment, settlement percent, and down-payment rules are configurable by campaign/account segment. Arrangement modifications can require approval based on balance, date, payment history, or failed-payment count. Failed/NSF payments create recovery events, messages, and collector follow-up tasks. Receipts, paid-in-full letters, settlement letters, and account timelines are generated from confirmed events only.