Collection Actions

Collection Actions logs the field and contact activities undertaken to recover arrears - calls, visits, promises-to-pay and negotiations - giving a chronological recovery history per account. It lets supervisors measure collector effort and outcomes and ensures follow-through on commitments.

Workflow

Open the delinquent loan and log a new collection action.
Record the action type, contact outcome and any promise-to-pay date.
Schedule the next follow-up activity.
Update the action when the borrower pays or breaks a promise.
Review the action history to assess recovery progress.

Fields reference

Every field on this screen, drawn from the live data model.

Field	Type	Required	Description
Loan `loan_id`	Link → mfi.loan	Yes	Loan
Action Type `action_type`	Choice: Phone Call, Field Visit, Demand Letter, Auctioneer Engagement, Court Case, Write-off	Yes	Action Type
Has Message `has_message`	Yes/No	—	Has Message
Reference `name`	Text	—	Reference
Member `member_id`	Link → mfi.member	—	Member
Branch `branch_id`	Link → mfi.branch	—	Branch
Company `company_id`	Link → res.company	—	Company
Action Date `action_date`	Date	—	Action Date
Handled By `handled_by_id`	Link → res.users	—	Handled By
Outcome `outcome`	Choice: Promise to Pay Received, Rescheduled, No Contact, Hostile, Absconded, Settled, Pending	—	Outcome
Notes `notes`	Long text	—	Notes
Next Action Due `next_action_due`	Date	—	Next Action Due
Next Action Type `next_action_type`	Choice: Phone Call, Field Visit, Demand Letter, Auctioneer Engagement, Court Case, Write-off	—	Next Action Type

Notes & rules

Model: mfi.loan.collection.action.
Action types: call, visit, SMS, promise-to-pay, negotiation.
Tracks promise-to-pay adherence.
Complements Demand Letters and Legal Cases.

Technical model: mfi.loan.collection.action · Record: Collection Escalation Action