Financial Care
We recognize that maintaining a positive reputation while fortifying your bottom line is crucial to your success.
We are committed to creating long term relationships with our clients built on their definition of the ideal partnership.
We customize the outreach methodology based on your preferred contact channels – you have the option of choosing any combination of:
voice
SMS
Our clients love the big results and the lack of complaints or issues.
Our mission is to create a partnership of trust, solid performance and unrivaled responsiveness to our client’s needs, in line with delivering an experience that inspires customer loyalty and retention. UPLevel’s culture is designed to create a positive environment where integrity, trust and performance are delivered in every interaction and outcome.
Our collaborative, positive approach wins us awards, nominations, thank you notes, zero complaints and the most loyal clients in the business.
Discover how our suite of Financial Care solutions can be customized to reduce risk and increase returns while protecting your brand and reputation – one conversation at a time.
We offer exceptional financial care
We are committed to creating long term relationships with our clients built on their definition of the ideal partnership.
Early Phase Program
We focus on educating on the benefits of immediate payment
Pre-collection solutions
A softer initial approach on accounts early in the aging process
Settlement strategies
Including asset investigation, skip tracing, legal enforcement where approved by the client
Litigation
When all traditional collection methods fail to result in payment
Financial care services include:
Accounts Receivable Management
UPLevel provides industry leading early phase recovery programs to a number of clients, including corporations and financial institutions, handling early stage collection accounts beginning as early as invoicing or day 7 of arrears.
UPLevel’s Early Phase Program is very customer friendly. Account collection is handled with a customer service approach, with a focus on educating on the benefits of immediate payment and avoiding negative impacts to credit file as a result of further delaying full account payment.
Pre-Collection Outreach
Pre-collection solutions help you increase your recoveries and reduce bad debt risk from delinquent accounts by providing a softer initial approach on accounts early in the aging process.
UPLevel’s pre-collection solution has been successfully provided to a wide variety of creditors for more than 40 years. This solution consists of two customizable contacts strategically delivered 10 days apart. Each communication advises your customer of the status of their account and instructs them to contact you immediately to arrange payment in order to avoid further action and possible negative impact to their credit file.
Debt Recovery
National in scope, UPLevel aims to be the most capable and trusted partner that can be confidently relied upon every day. With 3 locations in Canada and a full roster of national licenses, UPLevel successfully manages almost $1 Billion in inventory nationwide.
Our standard recovery process begins with initial contact attempts and follow-ups, then proceeds to negotiation of payments, where we perform detailed financial assessments as required in order to determine capacity to pay – asset investigation, skip tracing, legal enforcement where approved by the client, and settlement strategies.
Our strength and niche is that we are excellent building relationships on all channels, creating a feeling of warmth, confidence and capability. We prepare a detailed, concise summary to provide all the information needed to have the most efficient and effective face to face to launch your new client relationship. Clients tell us this shaves hours off their already busy schedules, freeing up time for more billable hours or less time at their desks.
Legal Representation
UPLevel is proud to offer an affiliated full-service legal department including two licensed paralegals who prepare, file, and serve all necessary court documents related to Small Claims Court.
Wherever possible, UPLevel recovers funds without the need for additional expenses and resources related to legal fees and processes. In some cases, after thorough investigation and confirmation of assets, it may be the client’s best opportunity for recovery. Account Managers first properly qualify the customer's attitude, assets, and income in order to recommend proceeding with legal action and make their intention clear following award of judgment.
Litigation may be recommended when all traditional collection methods fail to result in payment, confirmed assets exist, and after a thorough review. We enjoy a success rate of over 85% in legal processes.
Insolvencies
Handling bankruptcy and consumer proposal processes can be cumbersome. It takes valuable time away from where you need your team most: focused on your core business.
We are happy to customize a package that suits your business needs. We can assist with any of the following insolvency functions to support your process:
Receive and image all insolvency documentation
Track in banking system or customer database
Customer and trustee outreach
Follow up as required to confirm insolvency details
Proof of claim filing and administration