The Partner Onboarding Process
Getting set up as a Merion partner is light and quick — a brief conversation, a clear understanding of how referrals work, and you are ready to go.
In this guide
- What onboarding as a partner involves
- Why the process is intentionally light
- What you will understand by the end of it
- How to begin onboarding
5 min read
What onboarding involves
Onboarding as a referral partner is not a drawn-out, form-heavy process. At its core, it is a conversation: you introduce yourself and your practice, Merion explains how referrals work, and you both establish a sensible way of working together. The emphasis is on clarity, not paperwork.
By the end, you should know how to refer a matter, what information to provide, what to expect by way of updates, and who to contact. That practical understanding — rather than a signed stack of documents — is what equips you to start.
Why it is light
The process is deliberately low-friction because the programme is meant to be easy to adopt. Advisers are busy, and a referral option that demands significant setup effort tends not to get used. Keeping onboarding light removes that barrier.
There is no requirement to commit to volumes of work or to undertake training to participate. The recovery expertise sits with Merion; your part is simply knowing when and how to refer. Onboarding gives you that, and little more is needed.
What you will understand
Coming out of onboarding, you should be comfortable with the essentials: how the commission-only, no-recovery-no-fee model works at a general level, how to hand over a matter, how you will be kept informed, and how to raise a question. Anything specific to a particular client's debt is confirmed at the time you refer it.
This understanding is what lets you talk to clients confidently about the option. You do not need to be a recovery expert; you need to be able to explain, in plain terms, that you have a professional, low-risk route available.
How to begin
Starting onboarding is as simple as reaching out. You can introduce yourself and your practice by contacting Merion, and the team will take it from there. Many advisers find that onboarding and their first referral happen close together — learning by doing on a real matter.
This is general information about onboarding, not legal advice, and it does not by itself create any binding arrangement. The specifics of working together are agreed directly with Merion.
Key takeaways
- Onboarding is a brief conversation, not a form-heavy process.
- It is kept light so busy advisers can actually adopt the programme.
- You finish understanding how to refer, what to provide and what to expect.
- Begin by contacting Merion — onboarding and a first referral often go together.
Frequently asked questions
How involved is partner onboarding?
Light. It is essentially a conversation to introduce your practice and establish how referrals work — clarity over paperwork.
Do I need training to become a partner?
No. The recovery expertise sits with Merion. You simply need to understand when and how to refer, which onboarding provides.
How do I begin?
Contact Merion to introduce yourself and your practice. Many advisers do their first referral around the same time.
Add real value for your clients
Refer your clients' overdue debts and we recover them commission-only — you stay the trusted adviser.