This tutorial guides you through your first steps as a collection partner in Debitura. You will sign the required agreement, receive your first case, and understand the basic workflow to begin debt collection.
What you will accomplish
By the end of this tutorial, you will have:
Signed the Standard Debt Collection Agreement (SDCA)
Reviewed and accepted your first case
Understood how to use the partner portal to manage cases and tasks
Prerequisites
Before you begin:
Your partner application has been approved by Debitura
You have received your login credentials for the partner portal
Step 1: Sign the Standard Debt Collection Agreement
The first time you log in, Debitura will prompt you to sign the Standard Debt Collection Agreement (SDCA). This agreement defines the terms for pre-legal debt collection, including success fees and the 6-month exclusive collection period.
To sign the SDCA:
Log in to the partner portal
Go to Settings > Contracts
Review the agreement and provide your digital signature
Once signed, you can begin receiving cases.
Note: The SDCA uses a no-cure-no-pay model. You earn a success fee only when debt is successfully recovered. See Fee structure explained for details on how pricing works.
📋 Non-Exclusive Partners
Legal Network partners are not required to sign the SDCA before viewing leads or submitting quotes. You set your own custom pricing on all quotes. Standard SDCA pricing tiers are not available to Legal Network partners. See Understanding partner types for how your onboarding differs.
Step 2: Receive your first case
As an exclusive partner, cases in your jurisdiction are assigned to you automatically. When a client submits a new case, it appears in your Cases Received list after Debitura's internal verification.
A task is created in Tasks prompting you to verify the new case.
📋 Non-Exclusive Partners
You receive lead notifications rather than automatic assignments. You must submit a competitive quote before being assigned a case. See Understanding partner types for details.
Step 3: Review and accept the case
Before collection begins, review the case to ensure it is valid and collectible. After reviewing, accept the case to move it to "Active" status, or decline it with a valid reason (such as conflict of interest).
For detailed instructions, see How to review and approve a new case or How to decline a case.
The first time you accept a case from a new client, the client signs a Power of Attorney (PoA) authorizing you to act on their behalf.
📋 Non-Exclusive Partners
You are not obligated to quote on every lead. If you do quote, you set your own pricing terms.
Step 4: Begin collection and communicate with the client
Once active, initiate contact with the debtor within 24 hours. Use the platform for all client communications. When you write in the case chat, the client receives an email notification; when the client responds, a task is created for you.
Check your Tasks regularly to meet SLA deadlines. See How to use Tasks and How to communicate with clients.
Step 5: Provide monthly case updates
Once a case is active, Debitura expects you to report progress every month. The platform automatically generates a monthly survey request and creates a task prompting you to complete it.
When completing the monthly survey, you can:
Describe actions taken (calls, letters, emails)
Record any payments received
Indicate whether the case should remain active, be paused, or be closed
Submitting the survey notifies the client via their portal and adds a summary to the case chat. You can update the case at any time, but the monthly survey ensures clients receive regular status reports.
Step 6: Report payments and close the case
When the debtor makes a payment, record it in the portal via the case page, or the partner balance. Deduct your success fee, interest, late payment fees, and VAT, then disburse the remaining balance to the client within 30 business days.
See How to report a recovered payment for step-by-step instructions.
If the debtor pays the client directly, the client must notify you within three days. The client still owes you the commission and fees. See How to handle direct payments to the client for step-by-step instructions.
What happens next
You now have the basics to handle your first case. More cases will be assigned automatically as clients submit debts in your jurisdiction. Debitura invoices you monthly for its revenue share after successful recoveries.
Automation with the Collection Partner API
If you want to integrate Debitura with your own systems, the Collection Partner API lets you automate case management, status updates, and payment reporting.
Developer Docs: For technical integration guides and API reference, see the Collection Partner API documentation.
Next steps
Explore these guides to learn more:
Cases in Debitura - Understand what cases are and how they progress
Case lifecycle - Learn all the states a case can be in
Glossary - Reference for Debitura terminology