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Resources · Guides

Practical references for recovery, risk and compliance teams.

Downloadable PDFs and structured walkthroughs. Free for the asking — request access from your account team.

  • The recovery officer's playbook

    Day-by-day workflows for the first 180 days of an NPL — what to send, when, and where to record it.

  • Private treaty negotiation guide

    How to structure pre-auction settlement conversations without compromising statutory position.

  • Preparing for a CBK examination

    A checklist for what to have on hand, how to export it, and how examiners read it.

  • Borrower communication templates

    Notice templates, engagement scripts, and appeal pathways — aligned with consumer protection guidance.