Turn complex account data into a clearer next move. Check duplicates against your database and simplify your skip-tracing workflow.
From incoming portfolios to your next search, bring the work into one focused workspace.
Compare incoming portfolios with the records you already have. Identify duplicate debt and existing debtors without exporting your database.
See the workflowKeep skip-tracing requests organized and track their progress from pending to complete.
Clear results, organized account controls, and an interface that travels from your desktop to your phone.
A straightforward portfolio workflow, built around the database you already use.
Your administrator configures the database connection once. Existing records stay where they are.
Choose a CSV or Excel file, then map the columns you want to compare.
See clean records, existing debtors, and duplicate debt in separate groups. Export the results when you need them.
A quick, honest list before you set anything up — so there are no surprises during onboarding.
Live database checks are built for MySQL and MariaDB databases using a CollectionsMax-compatible table structure. A different schema may need a compatibility check first — ask us if you are unsure.
Live checks need a host, port, username, and password your database will actually accept a connection from. Fully cloud-hosted platforms with no exposed database do not support this mode today.
A live connection to your existing database is required today to check incoming portfolios against it. If your platform cannot offer one, reach out before signing up — this is a real gap, not a workaround we have built yet.
No. The portfolio checker compares incoming records against the configured database connection. You upload the incoming portfolio, not an export of your existing database.
The portfolio checker accepts CSV and Excel files. You map available fields, such as account number, name, date of birth, and SSN, before running the comparison.
Your administrator creates your agency account and invites you. If you already have access, use Sign in to open your workspace.
Yes. Navigation, forms, and results adapt to smaller screens. Wide result tables can be scrolled horizontally so the details stay readable.
Bring your accounts into focus with TraceForge.
