FreshSales
If a customer uploads any documents through their portal, those documents will be available to view where in the AMS?
Files
The "Tattle Tale" law applies to residents in what state?
Wisconsin
What "group" will a LP agent work tickets in?
Group: Verifications
What information do we require for the applicant to state before we can discuss any application details?
their full name, date of birth, and last 4 numbers of their social security number
Documents need to be uploaded to 2 spots in FreshSales. Where are those 2 spots?
Files & Verifications
When will an applicant receive a soft credit pull?
when initiating or starting an application
Under "Views", what inbox should you check or work through first while working tickets?
"New tickets in your groups"
What is the quickest way for a customer to stop receiving SMS from us?
have them reply with "stop" to last text received from us
When uploading a documents to the specific task under Verifications, how many tags do you need to include?
2
When will the applicant receive a hard credit pull?
once they sign the loan agreements
If you are wanting to leave a note for another agent to view, which reply option should you choose?
Internal Note
If an applicant want to withdrawal an application, what tag should we use in the channel to make others aware?
@lpleadership
Name the purpose of one of the 2 needed tasks?
purpose or document type
How long does the review process take once we have all of the required documents?
1-2 business days
If you are wanting to assign a ticket to yourself to work, what do you need to click on?
"take it"
For notation template regarding emails, well need to include the documents type if uploading and also what else?
time received in zendesk
What final outcome should a Loan Processing agent never select when moving an application through the onboarding flow?
"Send Back"
How long will it take for the applicant to be notified of if their application has been approved or denied?
immediately
What icon do you click on as the first step of creating a ticket or starting an outbound email?
+Add
What macro will be the most popular selection for an LP agent to use?
"Documents Received acknowledgement only"