Run your debt consulting practice with tools built for the way you work
Turn your advisory workflow into simple apps you control. Use YeshBe to build a consultation website with lead capture and bookings, a client portal for document uploads and updates, a debt inventory and settlement tracker, internal dashboards and budgeting tools — all tailored to how your firm operates.
Start with the basics
Build the tools your debt consulting business actually needs
Debt consultants juggle intake calls, document collection, multi-account case files, creditor conversations, follow-up dates and client expectations — often across spreadsheets, email threads and sticky notes.
With YeshBe, you can build custom apps and tools around your exact process. Create a branded intake form and booking flow, set up a client portal for document uploads and progress updates, track each debt with balances, stages and negotiations, and centralize tasks, reminders and notes. Add budgeting and payment plan calculators, team assignment, and real-time dashboards — without adopting a one-size-fits-all system.
As your practice evolves, adjust fields, statuses and screens to match your methodology. Keep your team aligned, reduce missed follow-ups and give clients a clear view of where things stand.
- Custom intake & bookingBuild branded forms and a simple scheduler to capture, qualify and book consultations in one flow.
- Debt inventory & pipelineTrack each account, balances, stages and negotiations with a clear settlement pipeline and next actions.
- Client portal & documentsGive clients a login to upload documents, view progress, read updates and send messages.
- Tasks, reminders & dashboardsTurn next steps into tasks with due dates and a daily dashboard for follow-ups and priorities.
Learn and apply
Guides for Debt Consultants
Practical guides that help debt consultants and advisory businesses run the business better.
Build it yourself
What debt consultants and advisory businesses build with YeshBe
Copy a prompt, paste it into YeshBe and get a working first version in minutes.
Consultation intake & scheduling
Convert inquiries into booked consultations with a guided form and calendar.
PromptBuild a lead intake and consultation scheduling app for my debt consulting practice. Public page with headline and form fields: full name, phone, email, state, total unsecured debt (number), how they heard about us, preferred contact method, and a consent checkbox. After submit, show available consultation slots on a calendar and let them book. Create an internal dashboard with lead status (New, Qualified, Booked, Not a fit), notes, assigned consultant, and a timeline of interactions. Add a simple report showing leads by source and booking rate.
Debt inventory & creditor tracker
Manage each client’s accounts and negotiation stages in one place.
PromptBuild an internal app to manage clients and their debts. For each client, store accounts with fields: creditor, account type, masked account number (last 4), original balance, current balance, interest rate, last payment date, days past due, collection stage, hardship notes. Add a negotiation pipeline with statuses (New, Outreach, Offer Sent, Counter, Accepted, In Payment, Settled), target settlement amount, offer amount, and deadline. Include a board view by status, a per-client summary, a log for calls/notes, file uploads for settlement letters, and a next action date that appears on a 'Today' dashboard.
Client portal for documents & progress
Make it easy for clients to upload documents and see updates.
PromptBuild a password-protected client portal for a debt consulting firm. After login, show a dashboard with their debts (creditor, balance, status, progress bar), a required documents checklist (ID, income proof, recent statements, hardship letter) with upload and 'verified' toggle, private messages with the consultant, and upcoming appointments. Provide an admin panel to set the checklist per client, review uploads, mark items verified, post updates to a client timeline, and manage portal access.
Budget & payment plan builder
Create a simple way to model budgets and payment plan scenarios with clients.
PromptBuild a budgeting and payment plan tool for my debt consulting practice. Include a screen to enter income (wages, benefits, other) and expenses (housing, utilities, transportation, food, insurance, minimum payments, other). Calculate net disposable income and allow scenarios for payment plans with fields: monthly amount, start date, number of months. Show affordability vs targets and a printable plan summary with next steps. Save versions per client and link plans to their debt inventory records.
Questions and answers
Common questions about Debt Consultants
Answers to the questions owners ask us most often.
Do I need to know how to code to build these tools?
No. Describe what you want in plain language, and refine it step by step until it matches your workflow.
Can I track multiple debts per client with stages and documents?
Yes. You can build a debt inventory with custom fields, statuses, notes and file uploads, plus a pipeline to follow negotiations.
Can I create a client portal for document collection and updates?
Yes. You can build a login-based portal where clients upload documents, see progress, read updates and manage appointments.
Can I import my existing spreadsheets of clients and accounts?
Yes. Structure your app’s fields to match your sheet, then import data to populate client and account records.
Build the app your debt consultants and advisory businesses business is missing
Describe it in plain language. YeshBe builds it, and you can share and publish it the same day.
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