Skip Tracing Workflow Template

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Overview: Skip Tracing Workflow Template

This workflow template illustrates the research and verification of debtor contact information and whereabouts for collections purposes. Purchase and download this template in PDF, Visio and PowerPoint formats, and customize it to fit your organization, or use it to better understand the Skip Tracing process.

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Process Details and FAQ: Skip Tracing

What is Skip Tracing?

Skip tracing is a process that involves the research and verification of debtor contact information and whereabouts for debt collections purposes. This process includes bad account information identification (accounts needing skip tracing are usually flagged by collectors), contact information research (for accounts with bad phone numbers, addresses, etc.), database updates and subsequent collection attempts (after valid account information is identified). Skip tracers, at times, may perform door to door investigations (interviewing neighbors, family members, etc.) to find the necessary contact information for delinquent accounts flagged by collectors.

Which KPIs, or metrics, are typically used to measure this process?

The following metrics are typically involved in the Skip Tracing process:

  • 1.Percentage of Accounts in Collections with Missing or Incomplete Data
  • 2.Percentage of Accounts Requiring Skiptracing
  • 3.Collections Connect Rate (Late Stage)

Which employees and/or departments are involved in this process?

The following parties are typically involved in the Skip Tracing process:

  • Skiptracer
  • Collections Investigator
  • Collections Analyst

What is the purpose of these workflow templates?

Broken business processes pervade companies, large and small. Manual workarounds, downtime, errors and other waste is thought of as "the cost of doing business." Use our workflow templates as a starting point to document your own processes. Customize them to fit your business and add "call outs" for improvement opportunities.

How are these workflow templates created?

These workflow templates are the product of over 20 years of hands-on management consulting experience, as well as research performed by the OpsDog team. All of our workflows are mapped using the BPMN 2.0 specification.

How do I download a workflow template?

Simply click the "add to cart" button and follow the process to purchase and download this workflow template. You can use any major credit card, or a PayPal account, to pay. After you have completed the purchase, you will receive a link to immediately download the document in PDF, Visio and PowerPoint formats. If you aren't a registered OpsDog user yet, create a free account! New users get $20 off of their first purchase.

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  • Workflow Template


    Skip Tracing

    - Instantly download files
    - Includes PDF, VSD, PPT file formats
    - Customize PowerPoint, Visio versions
    - Workflows mapped in BPMN 2.0


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