The AI-native CRM for debt settlement.
Sales, client servicing, negotiations, and management visibility in one modern CRM - with AI workers automating repetitive workflows end-to-end.
Leading debt relief companies use retape.ai products today
AI workers run intake, communication, negotiation, and reporting end-to-end. Your team makes the judgment calls — not the data entries.
Six AI workers, running every stage of the lifecycle.
From first inbound call to graduation, AI workers handle the volume work end-to-end. Your team handles the judgment calls.
Convert more leads without adding more reps.
Maya — AI voice intake
Handles after-hours calls, overflow, and missed-call recovery with a voice agent trained for debt relief intake.
Aria — guided self-enrollment
A chatbot-assisted flow with automated follow-ups that walks leads through self-enrollment end-to-end.
AI call scoring
Score every sales call for compliance, performance, objections, and coaching — not just a sample.
Keep clients engaged after enrollment.
Penny — outreach campaigns
SMS and voice campaigns for NSF recovery, additional funds, and settlement authorization.
Penny — inbound support
First line of response for common client questions, requests, and status updates.
Common inbox
Manage client conversations across channels in one place — no dropped balls.
- Oct 18$342Paid
- Nov 18$342Scheduled
- Dec 18$342Scheduled
Find and act on settlement opportunities faster.
Scout — bulk settlement automation
Scout runs scrub-to-settlement for bulk creditors end-to-end — zero manual work, zero missed offers.
Scout — real-time funds tracking
Scout continuously evaluates non-scrub accounts for funds availability and settlement-readiness.
POA automation
Send and track POAs without manual faxing, follow-up, or spreadsheet coordination.
Scrub uploaded
AI account match
Funds calculated
Settlement created
Return file ready
Scrub uploaded
AI account match
Funds calculated
Settlement created
Return file ready
Real-time visibility into the business.
Sage — AI data assistant
Ask CRM questions in plain English. Reports without SQL or manual data pulls.
Pulse — churn detection
Identify clients at risk of churn before they cancel, with recommended next actions.
Live ops dashboards
Roll up sales, servicing, and negotiation KPIs into one operator view.
| Client | Ready | Needed |
|---|---|---|
| Rivera, M. | $2,140 | $420 |
| Okafor, J. | $1,860 | $680 |
| Nguyen, T. | $3,205 | $890 |
| Patel, A. | $2,540 | $510 |
| Greene, S. | $1,710 | $720 |
| + 2 more | ||
We move the data. You keep operating.
Migration is where most CRM rollouts break down — lost contacts, dropped payments, weeks of double entry. We engineered our process to take it off your team entirely, so the hardest part of switching isn’t actually yours to do.
We map every record
Contacts, payment schedules, account notes, documents, call history. Our team migrates from your existing CRM end-to-end — your team doesn't touch a spreadsheet.
Verified before you cut over
We reconcile every record against your source system inside a private staging environment, and your team works their real book of business in Resolve before go-live. Nothing flips on until you've signed off.
Live in weeks, not quarters
Most operators are processing payments and handling client communication on Resolve inside 30 days — with zero downtime in the changeover.
Built for the realities of debt settlement operations.
SOC 2 Type II, isolated by tenant
Audited annually. Your client records, ledgers, and call recordings live in a single-tenant environment — never co-mingled with another shop's.
Compliance baked in
TCPA-safe outreach, consent capture, recorded calls, and an immutable activity log behind every action — defensible by default.
Live, two-way integrations
Payment processors, dialers, merchant accounts, e-sign, and SMS — events stream in real time, not nightly batches.
Questions operators usually ask.
Most operators run pilots within 30 days. Full migration of an existing book typically lands between four and ten weeks depending on integrations and data complexity. We size the timeline against your existing CRM, payment processor, and dialer.