Simple. Strategic. Seamless.
Whether you’re a small business or a large institution, our onboarding experience is tailored to meet your operational structure, reporting needs, and recovery goals.
Discovery & Intake
We begin with a discovery session to learn about your organization, your clientele, and your recovery needs. During this phase, we’ll
- Review your internal collections history and current challenges
- Identify account types, volumes, and key risk categories
- Determine the tone and strategy best aligned with your brand
- Set expectations for communication, reporting, and compliance
Strategy & Compliance Setup
Building your program with precision
After intake, our compliance team and recovery strategists collaborate to build a customized collection program that’s fully aligned with your business and industry regulations.
- Creating your dedicated account profile
- Mapping communication scripts and recovery workflows
- Ensuring all legal and compliance documentation is on file
- Verifying consent, data protection, and reporting preferences
FDCPA, FCRA, TCPA, HIPAA, and all relevant regulations are integrated into your strategy.
Tech Integration & Access
- Upload placements directly
- Track recovery performance in real time
- Access itemized reports and analytics
- Communicate with your account manager
Account Activation & Recovery Begins
- Contact account holders using compliant, brand-aligned methods
- Maximize recoveries while protecting relationships
- Document and report progress transparently
Ongoing Optimization
We adapt. We improve. We scale.
- Monthly check-ins and program reviews
- Performance reports with data insights
- Feedback loops to improve customer engagement
- Scalability as your placements grow
Ready To Get Started On Your Credit Recovery Journey?
From discovery to results, our onboarding process is seamless, secure, and fully supported.
Let’s build a better path forward — together.
