# Manage collection agencies

Collection agencies are third-party entities your company assigns to delinquent loans for debt recovery. Use this page to create agency records, manage contact information and mailing addresses, and archive agencies that should no longer receive new assignments.

**Availability:** Requires the beta toggle to be enabled. If you don't see **Collection agencies** in your navigation, contact Peach support.
**Required permissions:** `collection.agency:list`, `collection.agency:read` (to view); `collection.agency:create` (to add); `collection.agency:update` (to edit and archive); `collection.agency:delete` (API-only delete; the Admin UI uses **Archive** / **Unarchive**, not delete)

## Before you begin

- Archiving a collection agency does not remove it from loans it is already assigned to. The agency stays on those loans but cannot receive new assignments. This separation exists so that in-progress recovery work is not disrupted when you retire an agency.
- The **Country** field is currently limited to the United States.


## View collection agencies

From the Admin Portal sidebar, select **Collection agencies**. The list displays all collection agencies for your company — including archived agencies — in a table with the following columns:

| Column | Description |
|  --- | --- |
| **Agency** | The legal name of the collection agency and its Peach-assigned identifier. Select a row to open the detail drawer. |
| **External ID** | Your company's internal identifier for the agency, if configured. Displays "—" when empty. |
| **Contact information** | The agency's formatted phone number and/or email address (when only one is set, only that value appears; displays "—" when both are empty). |
| **Status** | Whether the agency is **Active** (green) or **Archived** (gray). |


Use the search bar to find agencies by name, ID, external ID, contact information, or status. Select the column management icon to show, hide, reorder, or reset columns to their defaults.

## Add a collection agency

1. From the **Collection agencies** list, select **+ Add new**.
2. In the **Add new agency** dialog, fill in the **Agency details** and **Mailing address** sections (see [field reference](#collection-agency-fields) below).
3. Select **Add agency** to save the new agency. The button stays disabled until all required fields are valid and you have changed something in the form.


The new agency appears in the list with **Active** status immediately.

## View and edit a collection agency

1. From the **Collection agencies** list, select an agency row to open the detail drawer.
2. The drawer displays all agency information organized into **Agency details** and **Mailing address** sections, with the agency ID and timestamps in the drawer header.
3. Select **Edit** to switch to editing mode.
4. Update the fields you want to change.
5. Select **Save** to apply changes, or **Cancel** to discard.


If you have unsaved changes and attempt to close the drawer or select **Cancel**, a confirmation dialog titled "You have unsaved changes" appears with the message "Are you sure you want to exit? Your changes will not be saved." Select **Exit** to discard your changes, or **Cancel** to continue editing.

## Archive or unarchive a collection agency

1. From the **Collection agencies** list, select an agency row to open the detail drawer.
2. Select **Archive** (for active agencies) or **Unarchive** (for archived agencies).
3. Review the confirmation message and select **Archive** or **Unarchive** to confirm, or **Cancel** to go back.


When you archive an agency, the confirmation reads: "Archived agencies stay on assigned loans but cannot receive new assignments." When you unarchive, it reads: "This agency will become active again and available for new assignments."

## Collection agency fields

The **Add new agency** dialog and the detail drawer share the same form, organized into two sections.

### Agency details

| Field | Description | Required | Default | Values / Format |
|  --- | --- | --- | --- | --- |
| **Legal name** | The legal name of the collection agency. Displayed in the list view and as the detail drawer title. | Yes | — | Text |
| **External ID** | Your company's internal identifier for this agency, useful for API integrations or syncing with external systems. | No | — | Text |
| **Phone** | The primary phone number for the agency. | Yes | — | Phone number (minimum 10 digits); stored in E.164 format |
| **Email** | The email address for the agency. | No | — | Valid email address |


### Mailing address

| Field | Description | Required | Default | Values / Format |
|  --- | --- | --- | --- | --- |
| **Address line 1** | The primary street address. | Yes | — | Text |
| **Address line 2** | Additional address information (suite, unit, etc.). | No | — | Text |
| **City** | The city. | Yes | — | Text |
| **State** | The state. | Yes | — | Dropdown (US states) |
| **Postal code** | The postal or ZIP code. | Yes | — | Text |
| **Country** | The country. Currently limited to the United States. | Yes | `US` | Dropdown (US only) |


### Read-only fields

The following are shown in the detail drawer header (under the title) and are not editable as form fields:

| Field | Description |
|  --- | --- |
| **Agency ID** | The Peach-assigned identifier for the collection agency. |
| **Created** | The date the agency was created. |
| **Last updated** | The date the agency was last modified. |


**Status** is not shown in the detail drawer; use the **Status** column in the list or the **Archive** / **Unarchive** action in the drawer to see or change active vs archived.

## Related pages

- [Manage investors](/servicing-operations/admin-portal/admin-portal-investors)
- [Manage employees](/servicing-operations/admin-portal/admin-portal-employees)
- [Admin Portal overview](/servicing-operations/admin-portal/admin-portal-overview)