Admin / Owner dashboard setup

Supreme Collect Dashboard Launchpad

Preview account SC-482911
Admin / Owner Mode Build and review the dashboard tools first: lookup, messages, uploads, inbox, analytics, and payment activity.

Dashboard launchpad

Open every Supreme Collect workspace from one screen

Owner dashboard

Account access

Search, select, or verify before taking action

Demo-safe records

Search

Find by account number

SC-482911 is loaded in this preview.
Public preview uses demo-safe account data. Live CRM lookup will use the real account file and permission rules.

Secure link verification

Enter account number and last four of SSN

Enter your account number and last four digits of SSN to retrieve account details.
Preview values for this demo link: SC-482911 and 6789. Live links verify against the account file without exposing full SSN.

Sample accounts

Click a record to load the profile

Account overview

Balance, offer, and next best actions

Sandbox data
No account loaded Use the account number field above to populate this Account tab.
Keisha Jackson 456 Crescent St., Buffalo, NY 14204
Account number SC-482911
LenderCashNetOriginal creditor/lender preview.
Contract dateDecember 21, 2024Contract origination date.
Charge-off dateDecember 25, 2026Charge-off date preview.
Current balance$1,845.00Customer preview balance.
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 payment profile

Source, arrangement, and recent activity

Saved payment source Visa ending 4242 · Keisha Jackson · Billing address on file · Active
Arrangement status No active arrangement in preview. Use Make Payment to build a plan after account lookup.

Make payment

Hosted payment handoff preview

Authorize.Net placeholder
No account selected. Enter an account number above to populate the customer, balance, settlement, payment options, and arrangement builder.

Payment amount

Select amount to pay today

Rule preview: minimum payment is $50.00. Custom settlement cannot be less than 50% of the current balance ($922.50 on this account).

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.

Arrangement option

Set up a payment arrangement

Policy preview

Arrangement terms

Build a plan

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 Billing: Keisha J., Buffalo NY 14204 Used for payment and arrangement preview.

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

Messages, documents, and correspondence

Mode-specific

Upload documents

Send proof of payment or supporting files

No customer document uploaded in this preview.

SMS messages

Text conversation with Supreme Collect

Email messages

Email conversation with Supreme Collect

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

Request type

What do you need help with?

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

Internal CRM messages

Templates, campaign drafts, history, and message analytics in one workspace

Send disabled

Campaign draft

Build campaign draft

No campaign draft previewed yet.

Template library

Upload or manage templates

Templates selected here become available in this Messages workspace.

History + analytics

Operational event lookup

Live activity

SMS and email boards

SMS activity

Email activity

Upload center

Load campaign files into Supreme Collect CRM

Template/import preview

Campaign file

Import accounts for broadcast

Payment link options Apply to uploaded file

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

Payment activity

Daily operations ledger for payments, arrangements, recoveries, and receipts

Today preview