Payment Professionals Community Manager - Lori J Drake, CBA

Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Payment Professionals Community Manager - Lori J Drake, CBA, 807 Brazos Street #901, Austin, TX.

Levelset Payment Professionals Community

To be enrolled in the Payment Professionals Community Digest, please register here: As a member of the Levelset Payment Professionals Community, you’ll:

-Meet other professionals and expand your network.
-Learn about topics that will help you get promoted at your job.
-Attend fun events hosted by industry vet


Sign up for the live virtual meetup to:

Learn the Do’s and Don’ts of social media collections.
Discover the myths of using social media.
Engage with your peers in regards to their experience.
Celebrate and hear from the July Credit Manager of the Month.


Having trouble getting paid? Read here to find some legal tools and payment help!

(PS: My 1st article published on Construction Executive )


Congratulations to for being recognized as one of the Top CEO’s for Women!!!

Sole Proprietorship to LLC: 9 Steps to Convert a Construction Business 07/10/2021

As a prior Credit Manager, I don’t particularly want people to know the “why” and “how” of this, as it has its perks to have a customer that is a Sole Proprietor, however, I still feel the need to share as this is very good information.

Sole Proprietorship to LLC: 9 Steps to Convert a Construction Business Sole proprietor vs LLC: Learn the differences between them, plus walk through the steps of converting your construction business.


The votes are in! In person networking events will begin in October! If you want one in your area, please leave city and state in the comments below and I’ll see what I can do.


Happy 4th of July!

How to Manage Risk with Credit Reports | Levelset 06/27/2021

How to Manage Risk with Credit Reports. Join in with a panel of experts to learn how to manage risk!

How to Manage Risk with Credit Reports | Levelset Join this free webinar 3/22 to learn how to effectively use this simple and straightforward tool at your disposal to reduce credit risk.

Three Construction Credit Professionals Share How They Keep Financial Risk at Bay 06/24/2021

A few great tips on keeping financial risk at bay!

Three Construction Credit Professionals Share How They Keep Financial Risk at Bay In the construction industry, credit managers help their company succeed by managing financial risk. Here’s how.


Attn all professionals who are looking for actionable ways to lead your company out of the Covid pandemic!

Join Elizabeth Davis as she discusses how to construct a new Vision and make it tangible and actionable.

I am the new Education Chair for the Central Texas CFMA and we would love to see you at our 1st In-Person Luncheon, July 27th, 11:30-1pm, Austin Domain Maggianos.

Register here:

Credit, Opportunities, and Conversation | Levelset 06/21/2021

Good morning everyone and happy Monday! There is still time to reserve your seat for this months upcoming Virtual Meet & Greet!

Join us this week as we talk to some impressive professionals who have gained success in their careers through opportunities, mentoring, networking and education. They will share what worked and didn't work for them and what you can do to achieve your own success!

We will also celebrate and hear from this months Credit Manager of the Month!

Reserve your seat here:

Credit, Opportunities, and Conversation | Levelset Build a network you can go to anytime for questions, utilize opportunity to be a mentor or even just take a break to unwind and share.

CMX Summit 2021: Rise | CMX Connect, powered by Bevy 06/17/2021

Looking forward to joining the CMX Summit this year to learn more about Community operations and engagement!

CMX Summit 2021: Rise | CMX Connect, powered by Bevy I'm attending CMX Connect, powered by Bevy CMX HQ w/ CMX Summit 2021: Rise on Aug 31, 2021

Credit, Opportunities, and Conversation | Levelset 06/14/2021

I am extremely excited to invite you to our next Virtual Meet & Greet on June 24th @ 4:30pm Central!

Reserve your seat now to hear from Jackie Wolf Hoelting Jeri Joachim Thea Dudley Dana Hovious and Wendy Hilton about career perspectives, opportunities to get involved and more.

In addition, we will Celebrate and the June Credit Manager of the Month

Credit, Opportunities, and Conversation | Levelset Build a network you can go to anytime for questions, utilize opportunity to be a mentor or even just take a break to unwind and share.


Attn all Credit Professionals -Join the newest Networking and Educational community to share your experience and education as well as learn and support your peers!


Don’t miss Alaina Worden talking about how to work smarter, not harder!!


"Just launched!"

Nominate a credit manager that you think is doing amazing work so they can get the credit the deserve.

At the end of the month we will announce and celebrate each other!"

Click here to nominate:


Still LOVE my new Career! Join us at 1 of the Best Places to Work 2021

Construction Professionals Weigh in on Crucial Texas HB2237 Revisions | Levelset 06/04/2021

My new article came out in regards to a topic that is always of importance to me!!! Texas Lien Law is my baby, been using it for so long!! I will always do what I can to help sub contractors and suppliers keep their rights!!!! Thank you to NACM Southwest for representing our interest again! And special thanks all those who contributed insight and quotes on this huge topic!
Anne Scarcella, Phil Thoden, Shannon Noble, Jennifer Fagan and Tami Gardner Behner

Stay tuned for more information on HB2237!!!!

Construction Professionals Weigh in on Crucial Texas HB2237 Revisions | Levelset Texas construction professionals have had a crucial impact on the scope of HB2237, illustrating the importance of industry participation.


Completely agree!!!! Want to work with a great group of people? Check out our career page


Love our company syncs


Valerie Ann Avila - Thank you for the laugh!!!!
Sometimes you network with people that just put that SMILE :D on your face!!!


Please join me in Celebrating Cheryl Young in winning Credit Manager of the Month for June, 2021! Please join our next Meet&Greet on June 24th to celebrate and recognize Cheryl!
Levelset DeVere Insulation


Afternoon All!!!!

I am looking for people available to my next Meet & Greet for the Levelset Payment Professionals Community on June 24th, 4:30pm Central?

This Meet & Greet is about Mentoring - getting people more involved in our community.

Looking for a few people that are willing to talk. I'll put you in to present "How you find career success" and then you can also present in the "Why and how to mentor someone or ask for mentoring"

Let me know :) and thanks in advance!


Please follow me on Twitter to ensure you don’t miss any Webinars, Classes, Meet&Greets and more......


Have a great Memorial Weekend! Be sure to start your June off the right way!! Reserve your seat now.


*Attention all Credit Professionals*

Becoming part of the Payment Professionals Community!

Joining this community allows you to enjoy and participate in all things credit & construction:
- Learn about topics that will help you get promoted at your job.
- Learn about upcoming events, webinars and classes.
- Enjoy virtual and in-person Meet & Greet events.
- Get access to the latest industry resources, news, and insights.
-Share education and experience in mentoring and building your network

After signing up, your profile will be created for you, and you can enjoy the great benefits of this fast growing community of payment & credit professionals across the construction industry.

Webinar Replay: How to Get Paid and What to Do When You Don't 05/26/2021

So excited to be apart of this!!!

Webinar Replay: How to Get Paid and What to Do When You Don't Cash is the lifeblood of your contractor business, but getting that cash can be a nightmare. We asked Lori J Drake, CBA, Levelset's Payment Professional's Co...

Credit Manager KPIs: 12 Ways to Measure Collection Success 05/24/2021

SOOOO excited! Congratulations to Lisa Geth on her 1st Article for Levelset ..... Here's to many more! :) Great job!

To all Credit Professionals - here is a "Don't Miss"!!!!

Credit Manager KPIs: 12 Ways to Measure Collection Success Use these 12 essential KPIs credit managers use to measure success in credit, collections, and accounts receivable.

Sign Up: Fireside Chat with LBM Experts: What’s Really Going on in the Lumber Industry? | Levelset 05/21/2021

Be sure to Register for Thursday's, May 27th, Meet & Greet at 4:30pm Central

We will be Celebrating May's Wellness Month with special guest speaker: Jennifer Smiley, the why and how of Credit Reporting, May's Credit Manager of the Month and more....

Sign Up: Fireside Chat with LBM Experts: What’s Really Going on in the Lumber Industry? | Levelset In this roundtable discussion, discover what's happening in the LBM industry and how you can stay ahead of the curve.


Nothing better than any of your Friday with a contact standup meeting


Love having a home office where I get to have my beautiful Mother’s Day flowers shine bright all day


Dinner with the bosses and team

Photos from Payment Professionals Community Manager - Lori J Drake, CBA's post 05/12/2021

Please follow me on Instagram and Twitter to stay more up to date on all this constructive credit related.


Congratulations Phoebe Mania for being chosen as the Credit Manager of May. We are so excited to award you this honor in-virtual on May 27th, 4:30pm

Want your business to be the top-listed Contractor in Austin?
Click here to claim your Sponsored Listing.

The BEST Industry Credit Group in Texas!

The business credit professional’s secret weapon is an industry credit group. In this industry specific forum, credit managers in the same business field safely and legally engage in a roundtable discussion of the current debt payment practices of common customers. As the host of the Texas State-Wide Construction Group, NACM Gulf States ensures compliance with anti-trust laws to keep you and your company safe. As your business credit trade association, NACM Gulf States is dedicated to improving the performance of today’s business credit professional.

We provide:
Statewide and Southwest United States credit information service on your customers in the construction industry
Current, 'between jobs' information on customer's current jobs and upcoming jobs Information about provisions of Texas laws which may affect your accounts receivable and your industry
A forum to learn how to comply with the laws affecting credit, to learn how to give legal notices and how to file liens and bonding claims
An opportunity to work with LAT, AIA, AGC, ASA and existing sureties and to make new contacts within these organizations
A part in improving construction practices and existing state laws which affect your business and, when necessary, to resist any attempt to change them Many credit reports, in addition to inquiries submitted by you
A structured environment to discuss day-to-day credit problems with experienced fellow credit executives and to share your solutions with them.

Keep the company of credit professionals in your industry you will:
Have an edge by getting information on prospects and customers, first
Save thousands of dollars every month by knowing which customers have NOT paid your competitors according to terms
Avoid opening accounts for customers who have ‘stiffed’ your competitors
Get the truth from a network of trusted peers
Save even more money with special products and discounts for your industry and your profession
‘Break bread’ and ‘rub shoulders’ with the best and the brightest in credit management today
Receive industry credit group early warning system alerts about customers, prospects, or orders that send up red flags
No information on a prospect? Use the “Poll My Group” privilege to get access to a safe way to build an official credit report immediately
Ask that ‘dumb’ question in a safe and supportive environment
A Group Designed for You!

President / Chairman Lori J Drake, CBA
Vice President Molly Atlas



807 Brazos Street #901
Austin, TX

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