Collections and Recovery Mobility
Help collection teams reach more customers with better daily planning.
Collection cases may be allocated well, but the daily travel plan is often unclear. Intelomatic groups customers by location, recommends a visit sequence, tracks the journey and visit, verifies the outcome and updates your collections system.
Today's Daily Route Sequence
Recommended visit sequenceThe challenge
Teams lose time moving between distant customers, managers have limited visibility into visit completion, and follow-up starts only after the day ends.
Daily travel plan is often unclear
Time is lost moving between distant customers
Visit completion and exceptions are seen too late
How Intelomatic plans and tracks customer visits
A systematic 6-step workflow that transforms case portfolios into optimized field execution and verified outcomes.
Case allocation
Portfolios and pending customer visit accounts are allocated to field officers based on territories, priority stages, and operational rules.
Location-based customer grouping
Groups customer locations by proximity so field officers can cover nearby stops together.
Recommended visit sequence
Generates a recommended visit sequence using road networks and turn-by-turn routing.
Journey and visit tracking
The embedded mobile Tracking SDK captures journey and visit progress in the background.
Verified outcome
Visit verified: location confirmed, photo captured, notes added.
Collections system update
Feeds verified visit logs, customer interaction statuses, and spatial evidence directly back into your CRM, LOS, or core collections platform.
Visit sequencing uses the Route & Journey Intelligence APIs to generate a recommended visit sequence using road topology and turn restrictions. The Tracking SDK collects location in the background and can queue data when the network is poor.
Business outcomes
How intelligent visit sequencing and location verification elevate field collection operations.
More purposeful customer coverage
Accounts grouped by location and priority so officers cover nearby customer stops systematically.
Better visibility into field execution
Live officer movement, transit status, and on-site visit progress — without manual check-in phone calls.
Lower avoidable travel time and distance
Multi-stop route sequencing respects turn restrictions and road geometry to reduce avoidable travel time and distance.
Faster exception identification
Real-time alerts flag unreached stops and route deviations before customer contact windows close.
Structured evidence for collection visits
Visit verified: location confirmed, photo captured, notes added.
KPIs to track
Key operational indicators to monitor field coverage productivity, travel efficiency, and visit fidelity.
- Collection visits per officer
- Distance per completed visit
- Planned vs actual customer coverage
- Visits within planned time window
- Visit outcome capture rate
- Manager intervention and exception rate
Powered by
The core Intelomatic location intelligence APIs and mobile SDKs enabling intelligent collection mobility.
Multi-stop route planning, turn-by-turn road topology, recommended visit sequences, and matrix distances.
Background location collection, smart battery throttling, offline queueing, and reliable visit telemetry.
High-performance interactive vector maps, dynamic customer markers, route paths, and territory visualization.
Premise-level geofence detection, location confirmation, and boundary containment checks.
Itinerary assignment, planned journey progression, real-time stop status verification, and live exception management.
Data Privacy & Client-Owned Deployment
Borrower information and collection notes remain inside your secure infrastructure.
Related solutions
Frequently asked questions
Frequently asked questions about customer visit planning, tracking, offline support, and system integration.
How does Intelomatic help plan customer visits?
The Route & Journey Intelligence APIs support distance and travel-time calculation, multi-stop route planning, route optimisation and planned-versus-actual journey analysis.
How are customer visits tracked and validated?
The Tracking SDK captures location and journey data, and geofence events can feed your visit-validation and exception processes. You can create circular or polygonal geofences, for example for customer-site zones, branch boundaries and territories.
Can the Tracking SDK work when the officer has poor network connectivity?
Yes. It can support offline location capture and synchronisation when connectivity returns. Results depend on the device OS, app permissions, device settings and tracking configuration.
Do we need to replace our collections system?
No. Intelomatic can integrate with enterprise applications such as CRM, HRMS, LOS, LMS and collections systems, and your existing backend can stay the system of record.
Where does our data go when we use Intelomatic?
With a client-owned deployment, the SDKs, processing APIs and database run in your own cloud or on-premise environment. Only location coordinates are processed. Your customer, employee and workflow data stays in your systems.
Who owns the data?
You do. Your existing backend remains the system of record.
Is the data protected?
Data is protected with end-to-end encryption and role-based access. Specific controls for your deployment are agreed during solution design.
How do we get API access?
API keys are issued during onboarding; there is no self-serve signup. Book a demo and the team will review your use case and provide the onboarding path and environment access.
Improve Your Customer Coverage & Visit Verification
See how Intelomatic groups customer cases, sequences daily travel, tracks field journeys, and captures verified visit outcomes for your operations.
Explore developer resources: API Reference · SDKs · Live Playground
