Preserve the client relationship
Referral structures are documented in advance, including communication standards, information handling, reporting cadence, and account ownership expectations.

Agency partner program
The CRE works with agencies that require a documented partner model for aged or returned inventory, secondary placements, specialist categories, overflow assignments, and files that warrant a different recovery review.
Referral structures are documented in advance, including communication standards, information handling, reporting cadence, and account ownership expectations.
A portfolio review can help distinguish files needing locate work, updated documentation, an MCA-specific evidence review, a commercial approach, or independent legal review.
A different process can produce a clearer decision, but no responsible recovery partner can guarantee outcome, timing, or legal availability.
Related paths
Confidential fit review