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)
- 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.
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.
- From the Collection agencies list, select + Add new.
- In the Add new agency dialog, fill in the Agency details and Mailing address sections (see field reference below).
- 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.
- From the Collection agencies list, select an agency row to open the detail drawer.
- The drawer displays all agency information organized into Agency details and Mailing address sections, with the agency ID and timestamps in the drawer header.
- Select Edit to switch to editing mode.
- Update the fields you want to change.
- 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.
- From the Collection agencies list, select an agency row to open the detail drawer.
- Select Archive (for active agencies) or Unarchive (for archived agencies).
- 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."
The Add new agency dialog and the detail drawer share the same form, organized into two sections.
| 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 |
| The email address for the agency. | No | — | Valid email 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) |
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.