Pre Contract Behaviors
The presentation used to train Sales Consultants
What is Boot Camp
The report that we receive every Thursday to discuss at the Friday meeting is
What is CORE Goals (Upfront Docs, C2Q, and Signup Capture)
The updates inputted on a file that everyone has access to are called
What is status tracking, lending center notes, and coming soon message center
The builder surveys
What is CQE
Conventional, FHA, VA, Jumbo, Non-QM can be summarized as what
What is loan product or loan type or financing type
The clear communication, realistic goals and a shared understanding of what's expected is
What is setting correct expectations
The email to the LC before their interview calls to give "a heads up on" or provide additional information is
What is a pre-interview email
The reports that one can find the branch VCA % or Health of Backlog (HOB) is called
What is Branch Dashboard, North Area Branch Scorecard, VCA within 30-45-60 Day of Questionnaire, Backlog Approval Milestones
The coworkers that meet and see the client
What is the SC and CM
The loan structure could help determine the outcome of the customer experience. What are a few things that could impact customer experience based on the loan structure
What is self-employment, variable income, multiple income, employment history, contingency, 401k-retirement withdrawals, CAP, SAP, DTI, down payments, debts payoff, # of borrowers, gift funds, etc.
The system to enter pre-approval notes is
What is ELM or OneView
The first CSAT survey
What is Post-Interview Survey
The systems or ways to view outstanding conditions on a file
What is MU or ELF (AUS findings, NOCLA, etc.) or sometimes email/CCU
The last CSAT survey
What is Post-Closing Survey
The email from the loan team stating we are unable to get hold of the client is called
What is non-participating