Looking for Debt, Rent Or Cash Collector Templates to download? See the main templates that a Debt, Rent Or Cash Collector would use in their day-to-day work.
Need one of these templates? Request for it to be built by one of our experts.
Debt, Rent Or Cash Collector Templates
Contents
Debt, Rent Or Cash Collector Templates
There is a huge number of templates that someone in the Debt, Rent Or Cash Collector role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Debt, Rent Or Cash Collector. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Debt Collection Log
2. Rent Collection Spreadsheet
3. Cash Collection Report
4. Collection Letters Template
5. Payment Reminder Template
6. Collection Call Script
7. Debt Settlement Agreement Template
8. Rent Arrears Notice
9. Cash Collection Summary
10. Collection Performance Dashboard
Reports
Reports are often prepared by a Debt, Rent Or Cash Collector to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Debt Collection Report
2. Rent Collection Report
3. Cash Collection Report
4. Delinquent Accounts Report
5. Collection Efficiency Report
6. Aging Report
7. Collection Performance Report
8. Payment Allocation Report
9. Collection Activity Report
10. Bad Debt Write-Off Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Debt, Rent Or Cash Collector does and how they do it.
1. Initial Contact SOP
2. Payment Reminder SOP
3. Late Payment Notice SOP
4. Payment Arrangement SOP
5. Skip Tracing SOP
6. Settlement Offer SOP
7. Legal Action SOP
8. Bankruptcy SOP
9. Account Closure SOP
10. Customer Dispute SOP
Presentations
Debt, Rent Or Cash Collector presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Debt Collection Report
2. Rent Collection Analysis
3. Cash Collection Performance Review
4. Delinquent Accounts Presentation
5. Collection Strategies and Tactics Update
Legal Docs
There are several key times when a Debt, Rent Or Cash Collector needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Debt Collection Letter Template
2. Rent Collection Notice Template
3. Cash Collection Receipt Template
4. Debt Settlement Agreement Template
5. Collection Agency Agreement Template
Health & Safety Templates
Health & Safety templates for a Debt, Rent Or Cash Collector ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Risk Assessment Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Checklist Template
5. Emergency Evacuation Plan Template
Calendars
Setting up Debt, Rent Or Cash Collector calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Payment Tracker
2. Debt Collection Calendar
3. Rent Collection Schedule
4. Cash Collection Planner
5. Due Date Reminder Calendar
Invoice Templates
Several types of Debt, Rent Or Cash Collector invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Rent Invoice
2. Debt Collection Invoice
3. Cash Collection Invoice
4. Late Payment Reminder Invoice
5. Settlement Agreement Invoice
Survey Templates
For a Debt, Rent Or Cash Collector to get insights related to the work they do, they need to send out Debt, Rent Or Cash Collector surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Customer Satisfaction Survey
2. Payment Collection Survey
3. Debt Recovery Survey
4. Rent Payment Survey
5. Cash Collection Survey
Meeting Agendas
Having premade Debt, Rent Or Cash Collector meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Team Performance Review
2. Debtors’ Meeting
3. Rent Collection Strategy Meeting
4. Cash Collection Analysis Meeting
5. Collections Action Plan Review
Budget Templates
To manage finances well, a Debt, Rent Or Cash Collector would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Debt Collection Budget Template
2. Monthly Rent Collection Budget Template
3. Monthly Cash Collection Budget Template
4. Monthly Expense Tracking Budget Template
5. Monthly Revenue Projection Budget Template
Dashboards
Dashboards are a useful way for a Debt, Rent Or Cash Collector to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Monthly Debt Collection Performance Dashboard
2. Rent Collection Efficiency Dashboard
3. Cash Collection Analysis Dashboard
4. Delinquency Rate Monitoring Dashboard
5. Collection Agent Productivity Dashboard
Proposal Templates
For bidding or requesting work, a Debt, Rent Or Cash Collector needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Debt Settlement Proposal
2. Rent Payment Plan Proposal
3. Cash Collection Proposal
4. Debt Repayment Proposal
5. Rent Arrears Settlement Proposal
Get Your Template Made
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Debt, Rent Or Cash Collector templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.
