What document types can I sign with Tratta Sign?

Payment plan agreements, recurring payment authorizations, disclosure acknowledgments, consent judgments, stipulation agreements, and any custom consumer agreement your compliance team requires. Templates are fully configurable.

How are documents matched to the right consumers?

You define matching criteria on each template based on metadata, location, account status, or whether the consumer has an active payment plan or settlement offer. Only consumers whose accounts match all specified criteria will see the document.

Does Tratta Sign replace DocuSign or Adobe Sign?

For documents signed within the Tratta collection workflow, yes. Tratta Sign handles the signing, storage, and audit trail. For documents outside the collection workflow, you would continue using your existing e-signature tool.

How do signed documents get exported to our system of record?

Signed documents are automatically packaged as daily ZIP files and delivered via SFTP to your organization's designated folder.

Is Tratta Sign included with my Tratta plan?

Tratta Sign is included with your Tratta platform. Contact your account manager for pricing details.

Tratta Sign: Embedded Document Signing for Debt Collection

Simplify Document Workflows with Embedded Signing

Replace disconnected signing tools, paper processes, and manual document handling with a unified solution built for collections.

Embedded Signing

Documents are presented inside the portal at checkout or login. Consumers sign in the same session. No redirects. No separate emails. No drop-off.

Complete Audit Trail

Every signature captures who signed, when, from what device, and which document version was presented. Stored with the account record, not in a separate platform.

Template-Driven Automation

Upload Word templates, map variables to account data, and define matching criteria. The right document is presented to the right consumer automatically.

BUILT FOR LAW FIRMS

Create, Match, and Sign at Scale

Configure document templates in Console with dynamic variables mapped to real account data. Define matching criteria so the right document is presented to the right consumer automatically.

Agents can:

Upload Word-based templates (.doc/.docx) with dynamic placeholder variables
Map template variables to account, customer, location, and metadata fields
Define matching criteria based on metadata, location, account status, or payment arrangement

FRICTIONLESS SIGNING

Consumers Sign Without Leaving the Portal

When a consumer reaches checkout or logs in and their account matches a template's criteria, the document is generated on the fly and presented for signature. No app downloads. No separate email. No account creation.

Consumers can:

Consumer views the document, reads it, and signs digitally in one session
Signed copy available for immediate download
Works at login or during checkout depending on template configuration

AUDIT-READY BY DEFAULT

Every Signature Is a Compliance Artifact

In an industry where every signed document is a potential audit artifact, scattered signing tools and paper processes create documentation gaps. Tratta Sign stores everything with the account record.

Managers can:

Full audit trail: signer identity, timestamp, device, IP, and document version
Signed documents automatically exported as daily SFTP packages
When legal updates a template, all future signings use the updated version automatically

Unified Consumer Communication Channels

SMS

Email

Documents

Frequently Asked Questions

Questions about Tratta Sign? Find answers here.

TESTIMONIALS

Industry Praise for Tratta’s Debt Collection Software

Why do executives at debt collection agencies and legal recovery firms love working with us? The reasons are as unique as the teams we serve.

‘‘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

FEATURES