Organizations, or companies, extend the functionality of basic contact management by providing an “extranet” security layer. This is ideal for setting up business partners (clients and vendors) with access to your QBO system.

For example, a bank tracking credit card accounts with QBO can:

• Set up a collection agency as an organization,
• Add users associated with this organization, and
• Assign an account for collection by a collection agency, thus
• Users associated with the collection agency will be granted access to the accounts their agency is assigned to

Any contact (including organizations) may be assigned multiple “regions”. This is useful when your vendors perform work based in a particular state, county, city or even zip code. Because the contact module can geocode any contact-related record, QBO provides the ability to find which vendors are eligible to be assigned to a particular account or loan, based on regions set up for vendors.

Examples:

• State: a vendor might be eligible to perform work in “western states” (e.g. CA, NV, and AZ)
• County: a vendor might be eligible to perform work in specific counties (e.g. Los Angelese, Orange, San Diego)
• Radius: a vendor might be willing to perform work withing 50 miles of their work address
• Exclusion: you might allow a vendor to work LA County, except within zip code 90210

Geocoding in the process of validating an address, and determining a latitude and longitude (lat and lng) for the address. Given a lat and lng for an address, computers excel at calculating distance, driving directions, travel times, and all such nifty features found in Google Maps, Bing, or other mapping servicing.  QBO can be configured to automatically geocode contact-related information as it’s imported into QBO, or as part of a workflow, scheduled job, or even “on the fly” as a user is keying in an address.

This allows you to quickly validate address information to ensure it’s accurate; invalid or suspect addresses can be flagged for exception management as you see fit.

Any contact may be seamlesses updated with a US miliary active duty status, via a built-in connection to the Quandis Military Search service.

If you need to know which of your customers are on (or have been on) active duty, you can perform an SCRA check:

• From a workflow (e.g. as several points in a default process)
• As part of a scheduled job (e.g. a quarterly portfolio scrub), or
• While on the phone with a borrower

QBO is integrated with every US Bankruptcy Court, and can conduct searches to see if a contact has filed for bankruptcy. For known bankruptcies, cases can be automatically refreshed, include docket and document information.