About Us
Legacy Financial was founded with a single purpose: to simplify group finances. We work with member based organizations all over the country to increase their cashflow and streamline their operations. We provide an online platform where your members can pay any dues or charges online using a credit card, electronic check, or ACH debit. We provide administrators with a reporting and management dashboard that enables them to see collection trends and adapt strategies. In addition, Legacy Financial mails statements to your members monthly and emails statements and reminders monthly.Because our software is web based, there are no downloads or costly upgrades. This also allows members and administrators to access their account from any computer, anywhere, 24 hours a day. From the chapter level to fully integrated national organizations, Legacy Financial provides billing, payment, and reporting solutions. Using our proprietary technology, organizations can manage their accounts receivable, accounts payable, invoicing, and reporting. Administrators have access to real time analytics that will make collection trends visible and create efficient operations.
We are so confident in our ability to help your organization collect money, we offer a 95% collection rate guarantee. Call us today to make Legacy Financial your billing and collections partner.
Staff
Account Manager
At Legacy Financial we believe in custom solutions for group finanaces. We have the same approach with customer service. There are no automated answering systems or call centers at Legacy Financial. Every organization is assigned a dedicated account manager who is familiar with your account and your needs. Any time you have a problem or question, your dedicated account manager will be there to help. Because they are familiar with you and your account, they will be able to quickly solve any issues you may have. They will also train your administrators on the system and monitor your account to help to make your collections as effecient as possible.
Marshall Miller
Anthony Saunders
Account Representative
The first person you will speak with at Legacy Financial is your account representative. They will assess your organizations needs and assist you in choosing a collection package that fits your needs. They will walk you through the initial steps in setting up your account. After setting up your account, you will be assigned a dedicated account manager.
Michael Bollinger
Jesse Hitt
Molly Eckerline
Sarah Miles
Sherman Eckerline