The Kollecta referral policy explains how you can earn a reward for introducing businesses that need help recovering charged-off debt. It applies to accountants, bookkeepers, CFOs, attorneys, credit professionals and existing clients who refer through our official form.
Know someone sitting on unpaid receivables? Here's exactly how it works.
Ticked all three? Submit your referral in about two minutes.
If your clients trust you with their finances, you're probably the first to hear when a customer stops paying. That makes you the right person to refer.
A referral qualifies when it passes all four checks below. Not sure about one? Send it anyway, and we'll let you know within 2 business days.
The company isn't already in the Kollecta pipeline.
Accounts are already written off and need third-party collection. We don't offer early-out or first-party collections.
The portfolio meets our minimum placement size, which we confirm during review.
Debtors are located in states where Kollecta is licensed to collect.
Three steps, about two minutes, and you'll always know where your referral stands.
Share the business name, a contact person, and a rough idea of the balance. Your own details let us credit you.
You'll receive an email with a referral ID and timestamp. Keep it: that timestamp decides attribution.
We review every referral and confirm whether it qualifies within 2 business days. If it does, we reach out to the business within 3 business days and keep you updated at each stage.
Tip: A quick heads-up to your contact before you submit means they'll expect our call, and referrals with a warm intro close faster.
Here's what you earn, when it's triggered, and when it lands in your account.
Shown on the referral form and confirmed in writing when your referral qualifies.
Limit: one reward per qualified business, no matter how many accounts it places with us.
Fairness matters, so the rules are simple and timestamp-based.
We'll always tell you if your referral turns out to be a duplicate, so you're never left guessing.
Many of our partners are licensed professionals, and we want every referral to keep you on the right side of your rules.
Ask your client before sharing their name, contact details, or account information with Kollecta.
CPA commission and disclosure rules, and state bar rules on referral fees, vary by state. Checking what applies to you is your responsibility.
If your state or professional body bars you from accepting a referral fee, you can still refer. Just tell us to waive the reward, and we will.
Kollecta may update this policy from time to time. Changes take effect on the date shown at the top of this page, and we’ll email active referral partners at least 30 days before any change that affects rewards. Referrals submitted before a change are honored under the terms in place when you submitted them. This policy sits alongside our Terms and Conditions.
Accountants, CPAs, bookkeepers, outsourced AR teams, fractional CFOs, commercial attorneys, factoring and trade credit professionals, and existing Kollecta clients.
The business must be new to Kollecta, have charged-off accounts that need third-party collection, meet our minimum placement size, and have debtors in states we cover. We confirm qualification within 2 business days.
Within 30 days of the referred business signing a placement agreement with Kollecta. Your W-9 (or W-8BEN) must be on file before we can release payment.
It varies, depending on your location and profession. Several rules governing CPA's and state bar rules prohibit or limit fees from referrals or demand disclosure. Ensure that you take a look at these rules first so that you know if they allow fees to be charged.
The first complete submission gets the credit, based on the timestamp in your confirmation email. If submissions are too close to separate, we ask the referred business who introduced them.
Your introduction could help them recover what they're owed, and earn you a reward. It takes about two minutes.
Want to talk through an account first? Contact our partner team