ODP Manager Software: How to Optimize Account Inquiry

Maximize Efficiency with ODP Manager Account Inquiry

The hosted ODP Manager software provides a centralized hub for managing imported account data. Whether you need a high-level overview of multiple accounts or a deep dive into a specific file, the Account Inquiry feature simplifies your workflow.

Flexible Data Visualization

Stop digging through spreadsheets. Customize your workspace to see exactly what you need:

Custom Views: Select specific data columns to display only relevant information.
Dynamic Filtering: Use Groups or individual filters to isolate accounts meeting specific criteria.
Easy Export: Generate customized reports by exporting your filtered lists directly to Excel.

Comprehensive Account Management

Gain a 360-degree view of both open and closed accounts. Within the individual Account Inquiry screen, users can review:

Core ODP Information: Contact details and event history.
Compliance & Plans: Access Reg E Opt-In/Opt-Out status, Fresh Start Repayment Plans, and Charge-off items.
Communication: View internal comments and reminders.
Documentation: Aggregated individual account data can be downloaded as a PDF for easy sharing or filing.

Customizing Your Inquiry Experience

To improve performance and relevance, institutions can customize how their data loads. By default, the system displays Open Accounts from the most recent import.

Pro-Tip: Tailor Your Load Times

If your institution manages a high volume of accounts, you can request two specific customizations from Strunk:

Change Default Groups: Designate a specific group to load automatically upon login.
Search-First Loading: Set the system to only display results after a specific filter (like an account number) is entered. This significantly reduces load times for larger databases.

Need Assistance?

If you have questions about optimizing your Account Inquiry settings, the Strunk Support team is here to help.

Contact us: support@strunkaccess.com