As of November 2021, the US recorded the fastest rise in the Consumer Prices Index (CPI) for the first time in 3 decades. According to the Bureau for Labor Statistics, this escalation has been most felt in food, shelter, and fuel prices, which have been at an all-time high. Amidst this inflation, the commoner and young startups have been struggling to keep up with the pace and many a time, inevitably falling into the vicious cycle of debts and mortgages.
Overburdened with home loans, education loans, medical loans, and many other liabilities, 70% of Americans have already rated finances as their number one cause of stress!
Therefore, people are constantly seeking the help of financial counselors who can assist in effective debt management. Debt management implies a professional way of handling debts by intermediating between the creditors and borrowers. It is a skill that involves careful analysis of borrowers’ financial crunches and negotiating the repayment with their creditors, followed by budgeting to ease debt clearing. Â
Financial gurus point out that stress takes away thinking capabilities, especially in money matters, so it is always wise to look for a debt management plan. In this regard, SlideTeam is here to offer some handy debt management plan templates for your aid.
Our PPT layouts feature readymade formats for financial advisors to direct the expenses and consequently initiate a feasible repayment of the borrowed money. We have also included roadmap templates to guide your team and clients in easing the debt clearing process.Â
Scroll through the section below to discover your ideal template choice for designing a practical debt management plan.Â
Template 1: Debt Management Business Process Analysis
If your institution deals with several clients simultaneously, here is a cheat sheet to maintain a record of their negotiated financial status over the months. Enumerate their debts, negotiated interest rates, processed payments, net balances, and estimated payoff dates. Follow this alignment for the many borrowers registered with you and track your debt settlements. Download now.
Template 2: Debt Management for a CompanyÂ
If you're responsible for the debt management of multiple companies, keep track of their settlements and payoff dates with this handy template. This PPT design also helps you keep track of negotiated interest rates, processed payments, and net balances for all your clients'. Stay organized and in control of your debt settlements with this helpful tool. The sticky note feature creatively allows you to jot down important pointers about your client’s company. Download it now!
Template 3: Debt Management for Business Operations
If you are managing the debt for your client's business operations, this template is a helpful tool for keeping track of settlements and payoff dates. You can also use it to keep track of negotiated interest rates, processed payments, and net balances during their affiliation. Download it now to stay organized and in control of your debt settlements!
Template 4: Enterprise Debt Management PPTÂ
This debt management PPT template is perfect for anyone responsible for settling the accounts of multiple enterprises. Stay organized and in control of your debt settlements with this helpful tool. Track your role in bringing their starting debt balance to nil with this template. Download it now!
Template 5: Corporate Debt Management PPT
If you're responsible for corporate debt management, you know how important it is to keep track of settlements and payoff dates. This handy template helps you keep track of negotiated interest rates, processed payments, and net balances. Track your role in devising an effective debt management plan to get all debts paid off. Download it now!
Template 6: Organizational Debt Management PPT
This debt management PowerPoint template is perfect for anyone overseeing the finances of multiple organizations. Track parameters such as debts, settlements, payoff dates, interest rates, payments, and net balances. This template is easy to use and helps you stay organized while devising an effective debt management plan.
Template 7: Debt Management Clipart Template
Before maintaining sheets of finances, as a counselor organization, you must be prepared with a service roadmap that governs how you operate. Here is an easy-to-understand PPT slide to prepare this roadmap for your counselors that you can then share with your clients. Start with addressing the debt problem, followed by debt counseling wherein you can suggest the way-outs for your clients. Then you can move on to the debt reviews to organize them into a feasible order of their repayment. Following this, your team can work on devising a debt payment plan and deliver financial freedom to your client. The icons add to the visualization of these key milestones and will help you deliver effectively. Download this editable template now.
Template 8: Infrastructure of Debt Management PPT
If you're looking for a debt management PPT slide that's both creative and informative, look no further! This slide highlights a diagrammatic approach to the roadmap financial counselors must follow. It involves maturity, approval and execution, ongoing management, due diligence, screening, sourcing, and opportunities. Add a line or two to elaborate on these steps. Download this editable and creative template now and get your message across loud and clear!
Template 9: Â Income Collection Process With Debt Management
Looking to get your debts under control? This income collection process slide template will help you do just that! It includes all the steps you need to take in order to merge customer invoices, confirm and cross-check payments with customers, and collect and share amounts with creditors. Plus, it's completely editable, so you can make it client-specific. So download it now and get started on getting your finances in order!
Template 10: Debt Management Dashboard Template
Lastly, presenting the most important dashboard template for quickly tallying the effectiveness of your client’s debt management plan. Track parameters like payable amount, overdue, percentage overdue, cash in hand, etc via line charts. Then graphically demonstrate the AP funnel and the amount payable age. Share the invoice status with a pie chart and keep a check on the average creditor days with a real-time meter. Create a static or a dynamic report by linking this PPT design to your system and ease the process of debt management. Download now.
Get started on creating your client’s debt management plan today by using our actionable templates that are completely editable and ready to use. Help your client manage their budgets while easing them through the debt settling process. Keep our templates in handy while drafting that roadmap while keeping an eye on your deadlines.
P.S: Are you looking for a way to keep your receipts in check? Here is a guide on the importance of receipts with bespoke templates that companies and individuals can use. Read it now to learn how to maintain day-to-day records of expenses!Â