Solutions
Six service lines, staffed the same way: a dedicated team inside your systems.
Every line below is delivered by agents assigned to one client, working under your name inside the platforms you authorize, in English and Spanish. Receivables work is first-party and run to Regulation F standards. We recommend starting with one function and adding the next once it is proven — how that sequencing works is set out below the list.
01 · Core
First-Party Collections Support
First-party payment outreach, arrangements and promise-to-pay tracking on your delinquent accounts, inside your servicing platform and to Regulation F standards.
Cadence by stage, Regulation F standards and pricingWhat the team handles
- Customer payment calls and payment follow-up
- Payment arrangements and promise-to-pay tracking
- Account recovery and delinquency follow-up
- Outbound and inbound communication across calls, SMS, and email
- Customer account notes and status updates in your systems
- Account monitoring where appropriate to your workflow
02
Customer Service & Contact Center Outsourcing
Inbound and outbound customer communication in English and Spanish, scheduled to your call pattern and scoped by an authority matrix you approve.
Coverage, the authority matrix and how quality is reviewedWhat the team handles
- Inbound customer calls and inquiry handling
- Outbound customer follow-up and notifications
- Resolving customer questions within authorized scope
- Routing customers to appropriate internal departments
- Payment assistance where authorized by your policies
- Appointment assistance and scheduling support
03
Insurance Verification & Tracking Support
Coverage confirmed at funding, cancellations monitored across the book and lapses chased inside your contact window, with the record in your system.
The four verification motions and how they are measuredWhat the team handles
- Insurance policy verification and coverage confirmation
- Monitoring policy cancellations and expirations
- Customer follow-up via calls and email
- Documenting verification results in your systems
- Following client-specific insurance procedures
- Supporting insurance tracking workflows end to end
04
Underwriting & Applicant Verification Support
Employment, income, reference and stipulation verification that hands your underwriters a complete file and never makes the credit decision.
What gets verified, what gets escalated and who decidesWhat the team handles
- Verifying information supplied by applicants or customers
- Validating employment, income, and reference details as directed
- Supporting the credit decision process with documented verification
- Conducting verification follow-ups by phone and email
- Reducing administrative workload on internal underwriting staff
- Documenting verification results in your systems
05
Virtual Assistant & Administrative Support
Calls, scheduling, notifications and administrative follow-up handled inside the tools you already use, by an assistant dedicated to your business.
What transfers well, and what stays with the ownerWhat the team handles
- Answering and routing business calls
- Appointment review and scheduling
- Customer follow-up and notifications
- Administrative workflow follow-up
- Payment assistance where authorized
- English and Spanish business support
06
Outsourced Bookkeeping & Accounting Support
Transaction entry, invoicing, reconciliation preparation and monthly reporting inside your accounting system — bookkeeping support, not CPA, tax or audit work.
What the engagement covers, and what it is notWhat the team handles
- Income and expense record support
- Invoice processing and tracking
- Transaction tracking and categorization
- Customer and vendor communication related to accounts
- Inventory-related administrative activity where applicable
- Accounting-system data entry and support
Sequencing an engagement
One function first, then the next.
How the six lines fit together over an engagement. These are recommendations from the way TEKS designs programs, not a description of what any client has done.
- 01
Start with one function that is measurable within weeks
We recommend starting where a missed day is visible in the numbers. For a receivables operation that is collections support on a single aging bucket — 1 to 30 days past due, where contact produces the most cures and where a busy office skips attempts first. For a dealership it is inbound answering plus one outbound cadence. For a lender with a pending queue it is verification, managed to time to a complete file.
- 02
Expand once note quality and cadence are proven
Later aging buckets, insurance tracking, inbound customer calls or a second outbound cadence are added to the same team on agreed notice, rather than launched all at once. Production typically begins about two weeks after onboarding and training, and the first weeks run with daily check-ins before the reporting settles to a standing cadence.
- 03
Combining lines changes the staffing model, not the team
Agents stay assigned to one client whichever lines they cover. What changes is how coverage is scheduled — an inbound line to your call arrival pattern, a collections line to the contact cadence per delinquency stage, verification to the pending queue — and how the engagement is structured. A specialized single function is set up as dedicated-agent coverage, typically a 40-hour-per-week minimum per agent where applicable; multi-function or portfolio-wide engagements fit the per-account, full-servicing model. Where bookkeeping joins receivables follow-up, recording and payment release stay with different people.
Two ways to structure the work
- Dedicated Agent / Hourly
- A dedicated resource assigned to your operation, appropriate for specialized functions such as collections, customer service, insurance verification, or administrative services. Typically based on scheduled agent coverage with a minimum of 40 hours per week when applicable.
- Per-Account / Full Servicing
- A fixed account-based model suitable for broader servicing engagements, customized to scope and portfolio characteristics.
The operating model
The same four principles apply to every line — in your name, in your systems, to your policies, reported to your managers. They are set out once, on the homepage, and the Regulation F operating standards receivables programs are held to are listed on the collections support page. Where a program fits an industry, the industries page sets out how the cadence, staffing and compliance posture differ by vertical.
Classification
First-party, under your name.
Whether a specific engagement is classified as first-party servicing or third-party collection under the FDCPA depends on its structure and is determined with your counsel. TEKS runs every program to Regulation F standards regardless of classification.
The operating standards each program is held to are listed on the collections support page.
Next step
Not sure which line fits first?
Discovery is a real conversation about your workflow and volumes. We recommend the first function to hand off and tell you plainly if something is not a fit.
We typically respond within one business hour during business hours.