Subsidy/Withdrawals
Expectations
Closing Dashboard
Slack
More Slack
100

What channel would you go to to submit a withdrawal request?

#mkt-withdrawal-comms

100

If you are out sick, what should you go?

Email your manager and slack your manager

100

Where can the CUSTOMER find all their final numbers for the transaction?

The closing dashboard

100

What channel do you get pinged in for a boom?

#seller-booms

100

If you need context on why an offer came in low, what channel would you post to?

#mkt-pricing-team

200

How do you submit a withdrawal?

The form at the top of a withdrawal channel

200

How often should you expect to have a call review with your manager?

Bi-weekly or monthly

200

Where can a seller download a copy of the contract?

Seller Dashboard > Closing Section

200

If you need a call covered, where should you post?

#cep-coverage & use lightning bolt

200

Seller needs an afternoon time slot for an EA, where would you post?

#mkt-inspections

300

What is subsidy?

A credit we offer a customer to get them over the line

300

What are the 30 day expectations?

Complete OR, complete DC, take good notes, navigate systems, 2 contracts, remove 1 hour block/day end of two weeks 

300

How can a customer change their closing date in the dashboard?

The Closing Section of the dashboard!

300

Removing an agent from a DC should go to what channel?

#lwod-dc-escalations

300

You will get pinged in #acq-cx-homes-escalations for what two primary reasons?

Your link doesn't work or it isn't uploaded within two hours

400

What will a good withdrawal post include?

Situation, what the CEP has already, the customer ask and the proposed resolution

400

What are the 3 main metrics we look at?

Call score, unique touchpoints, percent to contract goal

400

If the seller doesn't fill out their utility information in timely manner, what happens?

The CEP is notified with a task to reach out to the customer

400

#cep-solar-escalations is used when...

You have an incoming property with solar panels

400

If you didn’t get pinged in the #sc-repair-ready channel this means?

Your property is stuck somewhere else in the funnel

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