Short answer
How do I brief a field agency for local Portfolio Support?
Local Portfolio Support is a field service in which a trained team managing a batch of assigned cases within our coverage areas with a dedicated Collections Field Team. 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 · Portfolio
- 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 — 3 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
- Portfolio file
- Client authorisation letter
- Targets and rules
What the field team checks
- Portfolio split by area
- Agent allocation and routing
- Daily visit targets
- Supervisor review
- Client review meetings
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 — client review meetings 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
- Portfolio dashboard
- Agent productivity report
- Resolution trends
- Monthly review deck
Key takeaways
- A complete local Portfolio Support brief is 3 items long, and sending all of them up front is what stops visits being repeated.
- The checklist runs from portfolio split by area to client review meetings, with evidence recorded against the points that decide the outcome.
- You receive 4 outputs: Portfolio dashboard, Agent productivity report, Resolution trends, Monthly review deck.
- 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 3 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 3 briefing items in one email
Portfolio file, Client authorisation letter, Targets and rules — 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 portfolio dashboard 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 local portfolio support
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 local Portfolio Support?
Local Portfolio Support is a field service in which a trained team managing a batch of assigned cases within our coverage areas with a dedicated Collections Field Team. 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 local Portfolio Support?
Mumbai City, the Western and Eastern Suburbs, Thane, Navi Mumbai and Panvel, with local field teams in each area.
How fast can local Portfolio Support 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?
Portfolio dashboard and Agent productivity report, matched to a unique job and location ID.