01
Initial assessment
before scope and pricing are proposed
Collection service for residential communities
Manage community collections with a traceable multichannel operation
Certeza combines a managed service and technology to assess receivables, prioritize obligations, and run administrative and pre-legal, out-of-court follow-up through approved channels and rules.
Here, pre-legal means persuasive, out-of-court collection with no court proceeding. Certeza is not a law firm and does not provide lawsuits, seizures, or legal representation.
- operation and platform in one workflow
- Managed
- coordinated contact channels
- 4+
- defined base, scope, and exclusions
- By contract
Certeza key points
02
Approved rules
tone, frequency, and exclusions
03
Promises and payments
account-level follow-up context
04
Pre-legal, not legal
out-of-court work with a clear boundary
Managed service
More than handing over software: operate collections within an agreed scope
Management retains decisions, source data, and legal providers; Certeza runs and documents the follow-up defined for the pilot.
01
01
Receivables assessment
Review aging, balance, available contacts, exclusions, payments in transit, and constraints before pricing.
02
02
Guided operation
Configure segments, messages, channels, tasks, and owners instead of leaving the team alone with another platform.
03
03
Multichannel contact
Coordinate WhatsApp, SMS, email, and calls based on stage, response, and preferences authorized by the community.
04
04
Rules-based prioritization
Order work by due date, balance, contactability, and approved criteria without inventing payment terms.
05
05
Promises, payments, and reports
Keep the reply, promised date, partial payment, next step, and outcome visible to managers and boards.
06
06
Defined pre-legal work and escalation
Certeza can run the preceding out-of-court follow-up. Cases requiring a lawsuit or another judicial action are documented and handed to the appointed legal provider.
How it starts
A collection service with a written base, rules, and limits
The operation is configured after the receivables are understood and each stage's permitted actions are approved.
- 01
Assess receivables and exclusions
Review balances, aging, contacts, recent payments, existing arrangements, disputes, and cases that must not enter the workflow.
- 02
Agree on the base, scope, and rules
The proposal defines the portfolio base, channels, timing, messages, attribution, exclusions, owners, period, and commercial model.
- 03
Run authorized outreach
Launch sequences and tasks with a community-aligned tone, controlled frequency, and evidence for every interaction.
- 04
Record promises, payments, and exceptions
Each reply changes the next step; confirmed payments stop contact, and uncertain cases move to review.
- 05
Measure and hand off legal matters
Report pre-legal activity and results. Disputed matters or cases requiring a court proceeding are handed to the owner appointed by management.
Operational information
Work with the sources that already support the community's receivables
Certeza can start with files or exports. API integration depends on access and technical review; naming a tool does not imply a commercial partnership.
1WorldOffice or Helisa
2Excel or CSV
3Existing bank or gateway
4Community's legal provider
Transparent measurement
An operation that separates activity, contact, and recovery
Results depend on data quality, aging, and portfolio characteristics. The proposal does not promise a fixed recovery rate and defines how payments are attributed.
Managers and boards can review what happened, how each account replied, and what requires another decision.
- Portfolio base and exclusions agreed before outreach.
- Messages, frequency, and channels approved by the community.
- Promises, partial payments, and exceptions remain traceable.
- Pre-legal work is documented and legal collection remains separate.
Before you engage
Questions about the service, contract, and legal boundary
A managed operation with community rules and verifiable outcomes.
Collections for communities
01Is Certeza a collection company or only software?
Certeza can provide a managed service combining a platform, configuration, multichannel follow-up, and reports within the proposal's scope. Management retains decisions, source data, and approvals.
02Does Certeza provide pre-legal or legal collection?
Certeza can run pre-legal collection understood as persuasive, out-of-court work with no court proceeding. It is not a legal prerequisite to filing a claim. Certeza does not provide legal collection, lawsuits, seizures, or representation; those matters remain with the community's lawyer.
03How is pricing or a performance commission defined?
It depends on the assessment. If a recovery commission is agreed, the contract defines the portfolio base, attributable payments, period, percentage, exclusions, and treatment of payments already in progress.
04Does Certeza receive money from residents?
No. The community's bank or gateway processes and holds funds. Certeza uses available confirmation to update follow-up and separate exceptions.
05Must we replace our property management system?
No. Receivables can arrive through a file or export from the current system. An API is assessed when access is sufficient and the pilot supports the scope.
06What is needed to assess a pilot?
The approximate number of units, portfolio value and aging, current system, available channels, payment sources, existing arrangements, exclusions, and the team's main friction. The first conversation does not require resident personal data.
Receivables assessment for communities
Define which receivables belong in the service and how outcomes will be measured
Tell us the approximate portfolio size, aging, and current process. Do not include resident names, IDs, or personal information.