Ready to Settle View

This article describes the Ready to Settle View, available within the FORTH CRM. This view provides a way to show all the debts your clients are currently enrolled in, but are not settled.

To begin, log in to FORTH CRM and click on the Settlements Tab.
From within the navigation bar, click Ready to Settle (see the image above). The "Ready to Settle" page will then appear.

NOTE: By clicking Additional Filters at the top right of the page, you can add or delete the filter options available to you in the top of the page.

This page shows all debts that your client is currently enrolled in, but are not settled, in a table at the bottom of the page. Several filtering options are available on this page, including Is POA Sent, Any Existing Settlements, Is the Debt Verified, Is the Debt an Enrolled Debt, Contact Status, Contact State, and File Type. 

NOTE: The image below is a snapshot of the filtering options available for use. This list may change, but is accurate as of April 2, 2026.

If the user sees a debt listed that they need to edit, click the small green right-facing arrow on that debt's particular row.

In addition, you may export the view of these debts by clicking Exprt Current View" or you can click Export Full Report. Export Full Report will include all fields associated with the debts, not just the ones shown on the table (see the example on the middle right side of the image above).

Customize Table View

The "Customize" interface for the "Ready to Settle" report includes four address-related input fields: "Street Address," "City," "State," and "Zip Code." Reporting on these fields enhances data accuracy in the "Ready to Settle" report and complies with financial transaction requirements for major creditors.   Additional input fields are now available via the "Customize" link that concern co-applicants (see image to the left). You can view "Co-App First" (Name), "Co-App Last" (Name), as well as the existing "Co-Applicant" field.

Article Version History: