Name Me!
What does "DPA" stands for?
Down Payment Assistance
What is the main function of How Do I tool?
Validate the approved list of Contract and Credit application form numbers.
What does EASE stands for?
Electronic Origination System Engine
What is the button that we tap in order to fully route an application to the CPR?
Credit Exception
What is the supporting document that you can check if there's an extra aftermarket in the contract package that is not itemized in the contract?
Buyer's guide/ Purchase order
If you see a Pick-Up payment in the Itemization section of the contract, what do you do?
Send a held offering and then return the application.
What are the documents that you need to check if there's an address/name variance in the customer info tab?
Contract
Credit application
Supporting document / LXNX
What are the three types of down payment?
Gross Trade In
Cash
Rebates
What are the documents that we need to validate if there's an upfit amount in the memo?
Bookout/Invoice
Upfit document
What are the steps to route an application to the underwriter if there are no credit level errors in the Policy Review tab?
1. Enter the VM code in the pricing tab
2.
Name 6 credit stipulations.
Proof of Name
Proof of Address
Proof of Phone
Proof of Income
Proof of Employment
Proof of Trade
Proof of Paid Account
Proof of Date of Birth
Which sub tabs do we compare the buyer and co-buyer's information between credit and funding?
Credit/Funding compare and Demographics
What are the 8 validation steps to verify that an Aftermarket form is valid?
Customer name/Co-buyer name
Dealer name
VIN
Lender/Financial Ins
Customer and dealer signature
Signature dates
Amount
Provider
State the 4 things needed to verify in the memo tab
Mini envelope
Do Not Book
Previous memo of the agent/dealer/underwriter
Upfit amount
What are the 7 items needed to verify in the Insurance sub tab?
Agency/Agent name
Agency Phone number
Insurance company
Policy number
Status
Verification Document
Save
Explain the step-by-step process of submitting an Aftermarket Intake Request if the form number status is Not Approved. Comments: No exceptions.
First is to send held offering asking for the approved form. Once the dealer asks for an exception, before sending a request, search if there's an existing request for the form number. If none, proceed to submit a request. If there's already an existing request, do not send another one.
What are the options that we can choose to answer AB Validation questions that makes the ReEngage button appear?
Pass
Correction Letter
Held Offering
State the 12 tabs in EASE that we need to validate during manual processing.
Memo
Update Check In
Collateral
TILA sub tab (Contract)
Itemization sub tab (Contract)
Pricing
Verification
Policy Review
Doc tracking
Disbursement
Give the full names of the Ally CPC Trainers.
Kimberly Macalalad
Zander Enriquez
Leon Hizon
John Michael Jovero