Every Tratta subscription includes free, personalized onboarding with discovery calls, guided setup, custom workflow configuration, and team training at no additional cost.
Most vendors charge for what Tratta includes free. Our onboarding specialists learn your business and configure everything so your team hits the ground running.
Dedicated Specialist
An assigned onboarding expert who learns your workflows, portfolio, and compliance requirements before touching a single setting.
Guided Configuration
Live setup of payment rules, campaign logic, consumer portal branding, and integrations. No guesswork, no documentation-only handoffs.
Team Training
Role-specific training sessions for agents, managers, and admins tailored to your organization's actual use cases and recovery goals.
Millions of consumers trust companies that use Tratta
Step 01
Discovery Call
30 to 60 minutes to understand your specific needs, current workflows, and what success looks like for your team.
We cover:
Review your current tech stack and pain points
Map your consumer journey and payment workflows
Define success metrics and go-live timeline
Step 02
Guided Setup
Live configuration sessions where your onboarding specialist builds out your Tratta environment in real time.
We configure:
Configure payment rules, settlement logic, and fee structures
Set up campaigns, templates, and consumer portal branding
Connect integrations and validate data flow end to end
Step 03
Go Live and Beyond
Launch with confidence knowing your onboarding specialist stays available for follow-up sessions and optimization support.
We ensure:
Run final validation with test accounts before go-live
Conduct role-specific training for agents and managers
Schedule follow-up sessions for optimization and new features
Configure Your Communication Channels During Setup
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 training options are available?
TESTIMONIALS
What Clients Say About Tratta's Implementation
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.’’
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!''
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.’’
Robert MacArthur
Technology Support Specialist, Collect Northwest & Resolution Receivables
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Start Your Free Onboarding Today
Join the agencies and law firms that launched faster because Tratta set them up for success from day one.
