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500

Are we able to accept a customer who says they are using a 1099a as a form of cash of financing?

What is a 1099A ?

NO 

1099a is a document of income/taxes, not a down payment.

500

which type of persons are the ones with ITIN's

non-citizens

500

If the customers  answers yes to any of the ITIN questions how would you proceed? 

CONTINUE TO CONNECT TO AGENT 

500

Can we assist a customer who is looking to use a section 8 voucher?

No

500

What are the three questions asked when a customer says they only have an ITIN ? 

  • Are you a US Citizen? [IF NO, NEXT QUESTION]

  • Are you a permanent resident? [IF NO, NEXT QUESTION] 

  • Are you here on a working visa or do you have DACA citizenship status?[IF NO] - Unfortunately, it will be difficult to obtain a traditional loan without these requirements. However, if there is someone else that can be on the loan or if you are able to pay cash you will not need to go through a lender.

500

Instances where rocket is not to be pitched to a customer 

FAIR CREDIT AND PRICES BELOW 125K 

500

What is a Section 8? 

The Section 8 Housing Choice Voucher (HCV) program is a federal rental assistance program that helps low-income renters pay a portion of their income for rent.

500

name the states where a live transfer should not be attempted for ovation  

Idaho,Minnesota , South Carolina 



500

Customer states ( I have a DACA citizenship status) but i am not am not a US Resident. 

how would you proceed ?

Once they are able to answer one out of the three questions its okay to pass them over. 
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