Recovery Operations Platform Built for Collection Agencies.
Built for Caller Productivity, Follow-Up Control, and Recovery Workflow Visibility
PursuerAI helps collection agencies move beyond fragmented Excel-led recovery operations by organizing allocation, caller actions, follow-ups, stock movement, settlement tracking, and operational reporting in one connected workflow system.
WHY PursuerAI
Built for Recovery Teams That Have Outgrown Fragmented Excel Operations
In many agencies, allocation, caller updates, contact sheets, stock sheets, settlement tracking, and daily reporting live across multiple spreadsheets and partial updates. PursuerAI is designed to bring those operational layers into one controlled workflow so teams can focus on action instead of reconciliation.
Allocation to Action
Move from uploaded bank allocation to executive-level work queues without manually splitting multiple sheets for daily operations.
Caller Accountability
Track who touched which account, what update was captured, which follow-up is due, and where live opportunities are sitting.
Contact & Stock Visibility
Organize contacted cases, callback movement, settlement discussions, PTP cases, and stock movement from the same workflow.
Selective Recovery Focus
Surface high-priority, untouched, callback-due, and active recovery opportunities instead of forcing callers to work from unstructured full-book dumps.
Management Reporting
Give team leaders, floor managers, and agency owners visibility into productivity, contacted value, follow-up movement, and operational gaps.
Reduced Sheet Dependency
Replace fragmented manual reporting with structured operational views generated from the same system data.
INSIDE PURSUERAI
Operational Visibility Across the Recovery Workflow
PursuerAI is structured around the actual flow of recovery operations — from allocation upload and assignment to caller updates, follow-up control, stock movement, settlement tracking, and management review.
1. Allocation & Assignment
Upload monthly allocation files, organize books by bank or branch, and assign accounts across team leaders, callers, and field executives from one operational base.
2. Caller Updates & Case History
Capture phone and field outcomes, remarks, next actions, and follow-up commitments while preserving complete case-level history for operational continuity.
3. Contact, Stock & Recovery Movement
Convert operational updates into working views such as contact sheet, stock sheet, settlement follow-up, and management reporting without rebuilding the same data in multiple places.
PRODUCT WORKFLOW SNAPSHOT
One connected workflow instead of scattered daily recovery sheets
PursuerAI brings allocation handling, caller updates, contacted movement, stock movement, settlement follow-up, and reporting into one structured operational workflow so teams can work from the same live system instead of rebuilding the process in separate Excel files every day.
Allocation Layer
Upload, organize, and assign live books across branches and teams
Caller Workflow
Capture updates, follow-ups, remarks, and case history from one workflow
Operational Views
Generate contact sheet, stock sheet, settlement tracking, and reporting views
Management Control
Monitor follow-up movement, productivity, and operational gaps from one layer
QUICK ACTION LAYER
Turn Large Allocation Books Into Daily Action Queues
PursuerAI is designed to help callers and team leaders work the right accounts instead of manually scanning large Excel books every day. Build focused work queues for touched accounts, untouched cases, callbacks due, high-value opportunities, and pending follow-up actions.
MANAGEMENT REPORTING
Operational Reporting That Reflects Actual Recovery Movement
Management teams can review executive productivity, contacted movement, stock progression, pending follow-ups, and branch-level performance without rebuilding multiple reporting sheets from raw caller updates.
BUILT FOR
Teams That Run Recovery Operations at Scale
PursuerAI is designed for teams that need structured caller workflow, operational visibility, follow-up control, and recovery reporting beyond scattered spreadsheets.
PRICING
Flexible Plans for Different Recovery Team Sizes
PursuerAI can be structured for smaller debt advisory teams, growing collections teams, and enterprise recovery operations that require deeper control, rollout support, and workflow customization.
Starter
For smaller debt advisory teams or early-stage collections operations moving away from manual tracking.
- Allocation Upload & Excel Import
- Customer Summary & Case History
- Contact Update Workflow
- Basic Operational Reporting
Pro
Most Suitable for TeamsFor growing collections teams that need structured caller workflow, follow-up visibility, and branch-level operational control.
- Allocation Assignment Workflow
- Contact Sheet & Stock Sheet
- Quick Action Dashboard
- Settlement & PTP Tracking
- Role-Based Access
Enterprise
For agencies requiring multi-branch control, bank-specific workflows, intelligence-led recovery operations, and dedicated rollout support.
- Custom Workflow Configuration
- Recovery Intelligence Support
- Optimized Operational Controls
- Advanced Role & Access Controls
- Priority Implementation Support
FAQ
Questions Agencies Usually Ask Before Rollout
Can PursuerAI replace our Excel-based daily follow-up process?
That is one of the main goals of the platform. PursuerAI is designed to reduce fragmented Excel-driven operations by organizing allocation, caller updates, contact movement, stock movement, settlement tracking, and management reporting from one operational system.
Can we manage caller updates, field updates, contact sheet, and stock sheet in one workflow?
Yes. PursuerAI is being structured to handle phone updates, field updates, case history, contacted cases, stock movement, settlement tracking, and follow-up planning from one connected workflow instead of separate sheets maintained by different teams.
Can we upload bank allocations in Excel format and assign them branch-wise or executive-wise?
Yes. Allocation upload and structured assignment are core parts of the platform. The system is designed to support allocation imports, assignment to branches and executives, and operational visibility on top of the uploaded book.
Does the platform support role-based access for admin, floor manager, team leader, caller, and field executive?
Yes. PursuerAI is designed around operational roles. Access can be controlled based on who needs to upload, assign, review, work, or report on cases across the agency workflow.
Can PursuerAI support agency-specific workflow and reporting needs?
Yes. The platform is intended for operationally different teams and portfolios, so workflow stages, management views, and reporting structure can be aligned to the agency’s process instead of forcing a one-size-fits-all recovery flow.
Replace Fragmented Recovery Tracking with One Operational Workflow
PursuerAI is being built to help collection agencies organize allocation, caller workflow, contact movement, stock movement, settlement follow-up, and management reporting from one connected system instead of multiple disconnected sheets.