Debt Settlement

Unsecured debt negotiation and settlement programs.

All industries

Intake-form templates

TemplateVersionStatusUsed byUpdated
DS — Debt Evaluation v2.4v2.4
Published
4 agencies2026-08-08Open editor

Default lead statuses

Applied to new Agencies in this industry

NewAssignedAcceptedContactedQualifiedEnrolledNot QualifiedCredit Requested

Default qualification rules

  • Reject if unsecured debt below $10,000
    Reject
  • Reject if debt is student loan only
    Reject
  • Boost score if consumer is 90+ days delinquent
    Boost score

Default notification templates

  • Enrollment welcome
    Email

    Updated 2026-08-04

  • Missed call follow-up
    SMS

    Updated 2026-06-15