Finance
Renewal by Andersen partners with these organizations to offer financing.
What are third-party lenders?
This is the first thing a representative should do when answering a customer or internal call.
What is provide a professional greeting?
A customer adds two additional windows after signing the agreement. This form is required.
What is a Change of Work Order
This is the most important outcome of a successful Tech Measure.
What is an accurate, order-ready project?
This department assists customers with financing options.
What is the Finance Department?
Renewal by Andersen is not this type of financial institution.
What is a lender?
This skill involves fully focusing on the customer, asking clarifying questions, and confirming understanding.
What is active listening?
This document is created after customer information and measurements are verified.
What is the tech addendum?
Orders should not be submitted until all required documentation has been this.
What is completed and verified?
This team schedules technical measurements after a sale.
What is the Tech Scheduling Team?
This financing promotion allows customers to avoid interest if paid in full within the promotional period.
What is deferred interest financing?
Building trust and a positive connection with a customer is known as this.
What is rapport building?
HOA stands for this.
What is Homeowners Association?
Incorrect product options, colors, or grid patterns are examples of these.
What are order errors?
This role works closely with customers to design and sell projects.
What is a Design Consultant?
Renewal by Andersen cannot do this with existing customer loans.
What is refinance or modify existing loan agreements?
This communication technique shows customers that you understand their concerns and feelings.
What is empathy?
The one thing everyone wants but nobody notices until it's missing.
What is complete paperwork? 😄
Measure twice, _______.
What is order once?
This department helps ensure projects move smoothly from sale to order.
What is Sales Operations?
Federal regulations require lenders to disclose this annual borrowing cost.
What is APR (Annual Percentage Rate)?
At the end of every interaction, representatives should provide these.
What are clear next steps?
An agreement has pricing, products, and signatures but no installation address.
What is missing install property information?
Happy customers start with accurate _______.
What are measurements?
This department is responsible for placing accurate orders with manufacturing.
What is Construction Services or Order Entry?