Integrated Workbook
What tab do we select when creating our own breakdown?
Status
Whats the first thing we look at whenever we donload a file?
File Status
lender advises: They no longer hold interest, means?
that the payment might be brought to 0, they are not in possession of the lien
Settlement Breakdown located in two spots:
•Documents Section
•Notes Section
What time zone is the Lender's Hours of Operations in?
Central Time
Where do we find the integrated workbook?
SharePoint (TLC home)
How do we Copy and paste a lien in the integrated workbook?
CTRL+A, CTRL+V, CTRL+SHIFT+V
True or False: We check the CCC email inbox to locate Adjusters contact if none found in the workbook.
True
What is a Total Loss?
An accident that severely damaged the vehicle. The cost to repair the damage is more than the vehicle is worth.
What can we look at if the workbook tells us no when creating a settlement breakdown
Settlement Breakdown
Which box in the workbook tells you your next steps
Action Box
What tab we look at on file to confirm Lease or Loan?
Vehicle Details
Where do we go for adjusters contact information, if not in the workbook?
CCC Email inbox
What document we look at first to confirm a deductible?
Estimate 01
Where do we upload a settlement breakdown made?
Document section
Adjuters information
lenders information
insurance procedures
What’s a legal document that proves the lender has the right to take possession of the vehicle if the borrower fails to make payments?
lien
Do we use the adjusters information on top of the file
No
What numbers do we have on file already to create a settlement Breakdown?
•ACV
•Sales Tax / - deductible (If applicable)
•Settlement Amount
How do we label claim document?
(Claim #) - Name of doc