Follow the record through the whole operation.
SettleLift is a debt settlement CRM in development for the teams that qualify inquiries, prepare enrollment, negotiate with creditors and keep clients informed. The product connects those stages through a client record with multiple debts, rather than treating every offer as an isolated transaction.
Follow one record through the operation.
- Start with the person, hardship, financial intake and debt inventory. Create follow-up work while the inquiry is still being qualified.
- Carry that context into enrollment, creditor routing and exact-offer review. Show missing evidence and upcoming commitments beside the case.
- Give staff, clients and creditor representatives different views of deliberately shared information. Verify financial events before reporting completion.
What stays connected
Enrollment, creditor routing, negotiations and client service share the same case context. Each workflow still needs its own responsible person, evidence and next action. The website demonstrates the intended experience; connected operational release remains in development.
Current scope & remaining work
What you can explore today.
- Working preview
- Interactive client and debt workflows, planning, documents, drafts and portal simulations.
- Prepared backend
- Isolated tenant schema and guarded workflow endpoints with local tests.
- Connection work remaining
- Dedicated-project connection and end-to-end production certification.
Who is SettleLift being built for?
Debt settlement operators and their enrollment, negotiation, client-service and management teams. The website is for evaluating the product direction; it does not enroll consumers into debt relief.