Probate Finder OnDemand™

Features

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Collection Manager, Senior Living Association

Automated probate estate location and claim filing

Probate Finder OnDemand™ makes it simple for you to add accounts receivable and manage probate claims. Our secure workflow solution meets all of your probate recovery needs with easy-to-use administrative tools and support resources.


DOD Finder™ (Date of Death Finder)

  • Proactively identifies accounts in your active portfolio that have passed away.
  • Early identification and precise verification of DOD ensures that your claims are filed before the expiration of an estate occurs.
  • Our cross referencing of multiple databases produces the most accurate source of DOD information available.
  • All information is delivered in a timely and secure manner.
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Dashboard on probate finder ondemand

Dashboard Overview

  • At a glance know if user action is needed.
  • A single click allows user to fully act on significant probate claims.
  • Register for customer exclusive probate webinars and view system notifications.
  • Customizable charts display comparative performance of probate matches, probate claims, and probate payments.

Add accounts with ease and confidence

  • No expensive software, lengthy setup and resource constraints, Probate Finder OnDemand requires only an internet connection.
  • Fast, reliable and easy to use, Probate Finder OnDemand allows you to securely enter or upload accounts and documents.
  • Your data is encrypted using 168-bit secure socket layer (SSL) encryption technology, ensuring your data is never accessed by unauthorized third parties while in transit.
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Manage accounts and workflows

  • Instantly view uploaded accounts.
  • Easily search, update and manage accounts and claims as they move through the probate recovery process.
  • Manage all accounts from one convenient location.

Access support anytime

  • Immediate access to expert probate resources.
  • Exclusive customer care webinars including “You’ve Filed a Probate Claim, Now What?” and “Navigating the Probate Process Like an Expert.”
  • Access to our "How-To" video series, and an easy-to-read online user manual.
  • Access to our knowledgeable customer support team.
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Prevent unauthorized access

  • Probate Finder OnDemand adheres to the highest industry security standards at every level of the application, ensuring a simple and secure user experience.
  • Protect and prevent unauthorized access to probate claim account information.
  • With Probate Finder OnDemand, you control user settings by defining privileges like editing, viewing and adding information.

Reporting Made Easy

  • Easy access to common reporting templates, easily customize your own reports to help you monitor account status, claims filed and more.
  • Document your nationwide estate search efforts for Medicare reimbursement.
  • Track and report with the options to print, export, and save as needed.
reporting with probate finder ondemand