The Daily Call List is a productivity page that displays accounts that are:

• past due
• not written off
• There’s no future promise date
• There’s no scheduled payment ACH or Debit Card

When the account is highlighted in green, it means there was contact with the borrower.  In order to see an account in green, a record in the contact log of “No Promise” or “Promise To Pay” must be present for that day.

• There is a radio button to toggle between the borrower’s phone numbers and the references.
• Filter to view people who have been Contacted zero / once / twice / 3+.  The logic is that you want to start at people at zero contacts and as you go through the list again, you set it to 1 contact.  This way you can cycle through your past due.
• Last Payment filter: Hide accounts showing payments in the last 7 Days
• We added information that helps with context, like
  • Days late
  • phone numbers
  • Last Payment Days
  • Last Contact
  • Contact Count (helps understand how many attempted contacts have taken place):  this is No Promise, P2P and Other in the borrower’s call log.

The main point of the list is to help the collector cycle through the past due accounts.  The page defaults to “0”, which indicates there are no user generated records in the call log.  The goal is to attempt contact with the borrower multiple times, daily.