Setup Done With You, Not By You

Every Tratta subscription includes a dedicated onboarding specialist who configures your payment rules, SoR integration, consumer portal branding, and campaign logic. No onboarding fees. No setup fees. Your team launches ready to collect.
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Tratta platform overview showing configured dashboard after onboarding

What Our Onboarding Process Includes

Other platforms hand you documentation and wish you luck. Tratta assigns you a specialist who learns your portfolio, maps your consumer journey, and builds your environment before you touch a single setting.
Your Implementation Lead
A named specialist who understands SoR file mapping, payment routing, compliance disclosures, and campaign sequencing. Not a generalist. Someone who has launched dozens of ARM platforms.
Hands-On Configuration
Live sessions where your specialist configures payment plans, settlement offers, convenience fees, portal branding, SFTP connections, and campaign templates. You watch, review, and approve. Nothing ships without your sign-off.
Role-Based Training
Agents learn the console and impersonation tools. Managers learn reporting and campaign analytics. Admins learn user permissions, payment rules, and compliance settings. Everyone trains on your actual data in a sandbox environment.

Millions of consumers trust companies that use Tratta

InDebted logoFMA Alliance logoGroupon logoWilliams & Fudge logoAlign Balance logoCouch Lambert logoStenger & Stenger logoVelocity logo
Tratta onboarding specialist conducting a discovery call with a new client
Step 01
Discovery Call
A 30 to 60 minute working session to understand your collection operation. We review your current tech stack, map how accounts flow from your system of record to consumer contact, and define what a successful launch looks like for your team.

We cover:
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    Audit your current SoR, payment processor, and communication tools
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    Map the consumer journey from first notice to payment resolution
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    Set a go-live target date and agree on success metrics
Step 02
Guided Setup
Biweekly live sessions where your specialist builds your Tratta environment while you watch. Every setting is configured to your specifications, tested in sandbox, and approved before go-live.

We configure:
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    Configure payment plans, settlement discounts, convenience fees, and balance brackets
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    Brand your consumer portal with your logo, domain, colors, and legal disclosures
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    Connect your system of record via SFTP or API and validate bidirectional data flow
Tratta admin console showing live configuration of payment rules during guided setup
Tratta analytics dashboard showing live payment data and collection performance after go-live
Step 03
Go Live and Beyond
Launch with validated test accounts, trained staff, and a direct line to your onboarding specialist. Post-launch support and optimization sessions are included at no additional cost.

We ensure:
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    Run end-to-end validation with test accounts and simulated payments
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    Deliver role-specific training for agents, managers, and compliance staff
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    Schedule 30/60/90-day check-ins for optimization and feature rollouts

 Configure Your Communication Channels During Setup

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SMS
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Email
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Documents

Onboarding & Implementation FAQ

Common questions about getting started with Tratta. If you don't see your answer here, reach out to our team.
Is onboarding really free?
How long does implementation take?
What if we need more training after go-live?
Can we migrate existing payment plans from our current provider?
What systems of record does Tratta integrate with?
TESTIMONIALS

What ARM Teams Say After Launching with Tratta

Hear from the teams who went live with Tratta and never looked back.
‘‘Tratta has significantly enhanced RGS’s operational efficiency by automating processes to collect more payments online. I confidently recommend Tratta as a game-changer that delivers tangible results and empowers businesses to thrive in an increasingly digital world.’’
Testimonial user
Chad Kruse
CIO at Williams & Fudge & RGS Financial
''The reporting is faster and more accurate. It's saved our team a ton of time. We're getting insights we didn't have before, and that's helping us make better decisions faster. Huge thanks for getting this up and running. It's making a big difference already!''
Testimonial user
Jason Thompson
Chief of Staff, Accelerated Receivables Solutions
‘‘Amazing. Better than expected. We didn't really even know how bad it was before the switch since we didn't get numbers and reports like we do now from you. We are collecting more, and have more data to make better business decisions going forward.’’
Testimonial user
Robert MacArthur
Technology Support Specialist, Collect Northwest & Resolution Receivables
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Book Your Discovery Call

50+ agencies and law firms launched with Tratta. Your onboarding specialist is ready when you are.
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Consumer Self‑Service Payment Portal
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Payments and Merchant Services
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Multilingual Payment IVR
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Omnichannel Communications
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Tratta Campaigns
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Reporting and Analytics
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Customization and Flexibility
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Integrations
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Security and Compliance
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Contact Center
Ready to Get Started?
Schedule a personal tour of Tratta and see our debt collection software in action.
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