Short answer
How do I brief a field agency for borrower Field Visits?
Borrower Field Visits is a field service in which a trained team visiting assigned borrower locations under the client's instructions and recording the outcome. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report. Every collections visit is made only on the client's written authorisation, using the client's approved script and payment channels.
At a glance
- What this covers
- What to send before the visits start
- Division
- Collections field support · Field Visits
- Checklist points
- 5 standard checks
- Report outputs
- 4 deliverables
- Coverage
- Mumbai, Thane, Navi Mumbai, Panvel
- Read time
- 3 min
What you will learn
- Step-by-step briefing — 6 steps, in the order a field team works through them
- What to share before the visits — 4 points you can lift straight into your own brief
- What the field team checks — 5 points you can lift straight into your own brief
Step-by-step briefing
- Share the location list with full addresses
- Explain the purpose of the visit
- Attach the checklist and sample photos
- Confirm access permissions and contacts
- Agree on the report format and deadline
- Name an escalation contact
What to share before the visits
- Case allocation file
- Client authorisation letter
- Approved communication script
- Payment channel details
What the field team checks
- Visit made to the assigned address
- Borrower or family member met
- Client message communicated
- Response and reason recorded
- Next action agreed
Where first briefs usually fall short
- Addresses without a pin code or a nearby landmark
- No contact name or number for access at the location
- Checklist points that need judgement instead of observation — next action agreed needs a stated rule
- No decision rule for closed or inaccessible premises
- Evidence expectations agreed only after the first batch is delivered
- Written authorisation not attached to the assignment
What happens next
The team groups nearby locations into routes, briefs the field people, completes the visits, reviews each submission and delivers the report with completed visits, exceptions and the actions needed.
What you receive
- Visit outcome report
- Geo-tagged visit proof
- Disposition code per case
- Daily MIS
Key takeaways
- A complete borrower Field Visits brief is 4 items long, and sending all of them up front is what stops visits being repeated.
- The checklist runs from visit made to the assigned address to next action agreed, with evidence recorded against the points that decide the outcome.
- You receive 4 outputs: Visit outcome report, Geo-tagged visit proof, Disposition code per case, Daily MIS.
- Visits are made only on your written authorisation, between 8:00 am and 7:00 pm, using your approved script and payment channels.
- Visits run across Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, and assignments typically start within one to three working days of a complete brief.
What to do next: send it and run a first batch
Once the 4 briefing items are in one place, the fastest route to clean data is a small first batch rather than the full list.
Pack
Put all 4 briefing items in one email
Case allocation file, Client authorisation letter, Approved communication script, Payment channel details — sent together, so the assignment is not held up waiting for one attachment.
Pilot
Start with a small set of locations
Run a first batch, read visit outcome report and correct the checklist wording before the rest of the list goes out.
Contacts
Name one escalation contact on each side
Access refusals and closed premises need a same-day decision; a weekly review turns one revisit into three.
Before you send it
Starting borrower field visits
Collections visits are made between 8:00 am and 7:00 pm, only on written client authorisation and through your approved channels.
Share a brief and location listFrequently asked questions
How do I brief a field agency for borrower Field Visits?
Borrower Field Visits is a field service in which a trained team visiting assigned borrower locations under the client's instructions and recording the outcome. You share the locations and instructions; the team completes the visits, the evidence is reviewed, and you receive one consolidated report. Every collections visit is made only on the client's written authorisation, using the client's approved script and payment channels.
Which areas do you cover for borrower Field Visits?
Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.
How fast can borrower Field Visits start?
Most assignments start within one to three working days of receiving a complete brief, depending on volume and spread.
What evidence will I receive?
Visit outcome report and Geo-tagged visit proof, matched to a unique job and location ID.