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Testimonials


UPLevel is known as The Surprise in the Industry. Our partners and clients confirm that UPLevel is well differentiated from any other agency they have visited. Read what clients are saying about us below!

“CRM/UPLevel has been a partner to Chase since 2003. Over the past 12 years of our relationship in collections, the management and staff at CRM/UPLevel have excelled in both the performance on the portfolio and the quality of each customer service interaction. CRM/UPLevel consistently achieves top marks in compliance and security audits and are always willing to work to navigate changes and implement solutions to solve industry challenges.”

-Ken Beaudoin
Senior Operations Manager
Chase Card Services
JP Morgan Chase

“CRM/UPLevel has been an integral part of our customer collections and recovery solutions. I am extremely proud of the team at CRM/UPLevel with their consistent and effective approach to CEI and outstanding results in our programs. Looking forward to 2014 I expect that CRM/UPLevel will again be leading the pack with superior CEI scores and helping TD be the better bank. Thanks for your success and efforts.”

-Andrew Mulroy
Manager, Agency Oversight & Performance
Account Recovery & Fraud Management
TD Canada Trust

“CRM/UPLevel has a strong customer service philosophy which is embedded throughout the entire organization - from their leadership through to their policies and procedures. They have a commitment to continuous growth and strong performance and have been a valued partner of Rogers since 2012.”

-Virginia Foster
Director, Credit Collections & Recovery Mgmt
Rogers Communications

"As a founder and CEO of three national companies, two ranked on the INC 500 list of America’s Fastest Growing Private Companies, and business advisor to leading companies, I have worked with many successful CEO’s. In working closely with Tracey since 2009, I can confidently say she is a rare leader that is in a league of her own, with the rare ability to create dramatic and consistent growth, ever increasing quality for her clients, and building a company culture second to none.”

-Scott Hallman
Founder, CEO
Scott Hallman

“We recently selected CRM/UPLevel as a successful partner for debt recovery through a comprehensive RFP process. We were impressed by their culture, their knowledge and their responsiveness to our needs. During visits to their office we noticed that their team is highly engaged, and eager to please. We are happy to have selected CRM/UPLevel and look forward to our ongoing partnership.”

-Canadian Federal Government Program

“CRM/UPLevel has proven to be an excellent, responsive and reliable partner for Ryerson. Their current recovery rate of 50% is surpassing our expectations and we’ve not received one complaint from a student dealing with CRM/UPLevel.

We’re very happy that we selected CRM/UPLevel through our RFP process and would recommend them to other Post Secondary clients.”

-Doug Furchner
Manager, Credit & Collection Services
Ryerson University

“Centennial College has recently completed an extensive RFP process and selected CRM/UPLevel as our trusted vendor partner for debt recovery. We have worked with CRM/UPLevel since 2008 and consider them a strong partner with excellent recoveries and service. They treat our students well and protect our reputation. We would recommend them to other Colleges looking for a partner they can trust.”

-Shannon Brooks
Director of Finance
Centennial College

“We are a big fan of CRM/UPLevel and the excellent relationship we have developed over the past two years. I believe both companies worked very well in integrating CRM/UPLevel into our new collection department structure. CRM/UPLevel staff was easy to work with throughout the process which helped us get to a successful launch in late July 2013.

In reviewing our collection and delinquency results over the past 2 years we have seen improvements in the area of dollars recovered as compared to prior years. This recovery wasn’t the result of increased write offs but CRM/UPLevel’s ability to use more effective recover tools then we used in the past. CRM/UPLevel understands our philosophy towards collections and working with the member as much as possible; I do believe that UPLevel represents an integral part of our collection department.”

-Lloyd Smith
Chief Risk Officer
First Ontario Credit Union

“CRM/UPLevel has been a trusted and reliable partner of ours since 2003 in both First Party Accounts Receivable Management and Third Party Recoveries. We have been very pleased with their success rates. CRM/UPLevel contributes significantly to our success by having a direct impact on our overall decrease in our Allowance and reduction in delinquency.

CRM/UPLevel always protects Alterna’s brand, interests and reputation. With zero complaints, they have the dedicated ability to balance member focus with the achievement of impressive results.”

-Nancy Amyot, Manager, Fraud & Collections, Alterna Savings – Alterna Bank

“Your genuine desire to treat our members with integrity and respect makes CRM/UPLevel a true Brand Partner.”

-Rita Epp
Senior Manager
Retail and Special Credit
Meridian Credit Union

“You handle our young people with such grace and courtesy. And I can’t think in the years I’ve been dealing with you that there has been one complaint.”

-Anne Campbell
Finance and Administration
Fanshawe College

“CRM/UPLevel’s professionalism and helpfulness has been exceptional, with everyone at CRM/UPLevel always ready and willing to jump in and assist wherever possible. CRM/UPLevel’s standard for service excellence has been outstanding.”

-Lorie Embleton
Director, Lending & ABM
Network Operations
Coast Capital Savings

Over our more than 25 year relationship, CRM/UPLevel and IntegResolve have consistently excelled at meeting our loan administration needs. They make it their priority to understand our unique needs and deliver exceptional results. From system integrations, due diligence, securitization and application processes through to timely and accurate reporting, we have consistently felt as though we are their top priority.

The team at CRM/UPLevel is agile and responsive to all of our back office support needs and is truly a partner that we can rely on. Sharing industry best practices and delivering solutions to move our company forward has made CRM/UPLevel integral to our success and an extension of our internal teams.

Their Accounts Receivable team is second to none recovering outstanding accounts with integrity and protecting our reputation every step of the way. They specialize in high balance accounts and have an excellent track record returning funds to our bottom line. We highly recommend them to support your credit operations - more than two decades of partnership proves their capability and character.

-Jaye Atkins
CEO
Agricultural Credit Corporation

“CRM/UPLevel provides more communication and clarification than from any other agency. CRM/UPLevel presents positive, constructive solutions to recovery when required. CRM/UPLevel’s reporting is far more succinct and clear and it shows that CRM/UPLevel is truly proactively evaluating the inventory and ensure recoveries are maximized on all accounts. CRM/UPLevel reviews their batch performance continuously.”

-Margaret Nuttall
Contact Centre Manager
Union Gas Limited/a Spectra Energy Company

“Voyageur has had a successful, trusted, partnership with CRM/UPLevel for decades. CRM/UPLevel has been the right fit for Voyageur through each stage of our growth. We find them to be highly effective and consistently deliver on both recoveries and customer experience. We trust UPLevel as an extension of our brand and we feel protected by CRM/UPLevel.”

-Theresa Matthews
President
Voyageur Transportation

“We know they have our best interests in mind each and every day and they’ve made us money, they’ve made us look good, they’ve made me look good; it’s been a very, very solid relationship.”

-Serge Moraca
President
Meducom International

CRM/UPLevel is truly an extension of my team here. It is truly a relief to know that the processes that are in CRM/UPLevel’s hands will be handled with care and precision and that we can rely on your input and knowledge of our systems and process to contribute to business improvement decisions.

An extremely effective cure rate on the First Party Calling program has meant very few accounts require escalated collection treatment – most are resolved by your team.

We look forward to building on the services provided and integrating more business process outsource services offered to even further deepen our relationship as they become appropriate for us.

-Gus Faragitakis
C.F.O.
Electromate Robotic and Mechatronic Solutions

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