Agency Help Guides

How Peregrin Communicates
There are 3 primary methods for how Peregrin communicates with your agency: Broadcasts, User Notifications & Ticket Email Responses Broadcasts User...
Wed, Jan 8, 2025 at 1:59 PM
Viewing Balance and Account Status Information
Viewing Balance and Account Status Information is available in two locations based on the creditor: FastStatus & Mastercard® RPPS® FastStatus is cu...
Thu, Aug 21, 2025 at 10:18 AM
Viewing DMP Transactions
Peregrin Manage site allows you to view proposal, drop, balance inquiry, and termination details of past or current transactions in 2 ways: Activity Box ...
Thu, Aug 21, 2025 at 10:23 AM
Reports: FastStatus and Transactions Log
On Peregrin Manage, there is a dropdown listing of all reports, shown below. Two widely used reports include: FastStatus & Transactions Log (from the d...
Thu, Aug 21, 2025 at 10:24 AM
Completing an Account Conversion on Peregrin
Account Conversion occurs when a creditor acquires a portfolio of existing accounts. They may assign new account numbers, but first they have to find out w...
Thu, Aug 21, 2025 at 10:30 AM
Transferring an Account on an Active DMP to your Agency
Agencies will be able to submit transfer requests online. The Transfer Requests feature is useful when a customer requests an agency transfer or when an ag...
Thu, Aug 21, 2025 at 1:54 PM
My Agency Info - Updating Contact or Organization Information
When organizations or contact information changes, please ensure Peregrin receives the appropriate updates.  Update requests can be made by Upper Managem...
Thu, Aug 21, 2025 at 9:54 AM
Using My Watch List Tool
My Watch List tool allows you to monitor pending transactions you are keeping an eye on. Once added, each transaction will remain on the Watch List for up t...
Thu, Aug 21, 2025 at 2:04 PM
Agency FAQs
Q&As for Agencies using Peregrin  TABLE OF CONTENTS Agency FAQs regarding User Accounts/Logging On  Agency FAQs regarding Creditors  Tools FAQs...
Thu, Aug 21, 2025 at 2:17 PM
Programs: Agency User Guide
Programs is a tool on Peregrin Manage that enables financial institutions to request information and documents from credit counseling agencies securely in ...
Thu, Aug 28, 2025 at 1:00 PM