Update Case Progress
Document collection activities and communicate with creditors.
Notes vs Chat
Use notes to document collection activities (calls made, letters sent, negotiations). Notes are shared with the creditor automatically and appear in the case timeline.
Use chat for direct back-and-forth communication with the creditor—requesting documents, clarifying debtor details, or discussing settlement options.
For endpoint details, see Create Note and Get Chats.
What to Document
Clear activity documentation helps creditors understand progress and supports your work if questions arise later.
| Activity | What to Include |
|---|---|
| Phone contact | Date, who you spoke with, outcome, any commitments made |
| Written notice | Type of letter, delivery method, tracking number if applicable |
| Payment arrangement | Terms agreed, amounts, dates, any conditions |
| Dispute raised | Nature of dispute, evidence requested |
| Skip trace | What was searched, outcome |
Monthly Progress Updates
Debitura automatically requests monthly progress surveys for active cases. Complete these via the Partner Portal to keep creditors informed and maintain your SLA score.
For survey requirements, see How to provide monthly case updates.