Creditor Chasing
S1A, S1B, S2, S4 — Track all creditor contact, response chasing and escalations.
Urgent / Escalated
0
Awaiting Response
0
Resolved
0
| Client | Ref | Svc | Creditor | Account Ref | Method | Priority | Status | Last Contact | Next Chase | Contacts | Admin | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Peter Mkhize | EDL-2024-001 | S1A | Nedbank Debt Counselling | ACC-567089 | LOW | NOT STARTED | 2024-01-10 | — | 0 | Sarah Johnson | ||
| Amelia Chen | EDL-2024-002 | S2 | Capitec Bank | ACC-678901 | LOW | NOT STARTED | 2024-01-12 | — | 0 | Marcus Green | ||
| Lungelo Dube | EDL-2024-008 | S1B | Standard Bank | ACC-678012 | MEDIUM | CONTACT SENT | 2024-02-25 | — | 2 | Sarah Johnson |
Client Chasing Checklists
Each fully paid client in the creditor chasing queue has a service-specific checklist below. Tick items as completed.
Peter Mkhize
S1AEDL-2024-001 · DRR – C / D3 – P (Paying DC)
Fully paid: 2024-01-15 · Sarah Johnson
Checklist Progress
0% (0/12)
Intake
Client identity and proof of address verified
Credit bureau report pulled (all 3 bureaux)
Documents
All creditors identified from bureau listing
Form 17.2 requested from debt counsellor
Clearance certificate requested from each creditor
Processing
Initial removal letters sent to each creditor
Creditor responses logged
Escalated where no response within 14 days
Finalisation
All creditors confirmed removal
Bureau re-pull confirms listings cleared
Client notified of successful removal
File archived and closed
Amelia Chen
S2ROUTINGEDL-2024-002 · D4 – Settlement Route (Below 12 Months)
Fully paid: 2024-01-20 · Marcus Green
Checklist Progress
0% (0/9)
Intake
Client identity verified
Bureau report pulled — adverse / default listings identified
Documents
Proof of settlement obtained per creditor
Dispute / removal request letter sent per creditor
Processing
Creditor responses tracked
Escalated where SLA breached (21 days)
Finalisation
All adverse listings removed — bureau re-pull confirmed
Client notified of cleared profile
File archived and closed
Lungelo Dube
S1BPROCESSINGEDL-2024-008 · DRR – C / D3 – NP (Not Paying DC)
Fully paid: 2024-03-01 · Sarah Johnson
Checklist Progress
0% (0/10)
Intake
Client identity and proof of address verified
Credit bureau report pulled
Documents
Prescription date(s) calculated per account
Prescription assessment approved by senior admin
Processing
Prescription notice sent to each creditor
Creditor acknowledgement received or 21-day default noted
Escalated if no creditor response within 21 days
Finalisation
Bureau removal confirmed
Client notified of outcome
File archived and closed