Add debt
The minimum to add an account.
What is 500 or greater?
Bob wants to remove his capital one account because he states we're not doing anything with it.
What is check the cc notes and send and email to leaders to get the account expedited ( if necessary).
The client said an account we already resolved, is still reporting with a balance.
What is email the client proof of payment and SIF letter and place PIF letter ri?
Maggie calls in a says she has a summons for an account enrolled in the program.
What is complete Legal Intake?
Before reviewing anything on a client's account after verifying their information you must
What is ask the client is they have any questions?
The five points
What is, the client's name, account number, date of statement, creditor name and balance of the account?
Client states they will like to remove the account because the previous offers have been better.
What is review rebuttals advising the client not every offer will be the same?
True or False?
The E-Loan Payment Adjustment RI, permanently increases the clients deposits but NOT their loan payments.
What is False?
The E-Loan Payment Adjustment RI, permanently increases the clients deposits AND their loan payments.
Client has "Consent for NC Attorney Referral" RI on their account.
What follow NC Legal intake process for Non-Zwicker accounts.
The client states I just lost my job and I need to skip a deposit. Before skipping the deposit what should you say?
What is "I'm sorry to hear that". ( show empathy)
What needs to be completed in order to process a client add debt request?
What is the add debt template and create the CC?
The client agreed to remove an account with you on the line that's related to the RI, what should you do?
What is place the account into "Removed-Client requested" as soon as you receive permission
The client requests a lump-sum payment
What is advising the client that all remaining balances will be paid in a lumpsum once unsettled accounts are completed. If urgent, send a email to Kiara and Tamara.
Client received a summons for an account that was "Not Included".
What is advise the client we cannot assist with the account?
You're wrapping up your notes from the previous call but noticed that you forgot to mention the client portal, what should you do?
What is leave the client portal section out of your notes since it was not mentioned.
Jessica does not want to increase LOC.
What is explain to Jessica with out permission to increase LOC, we will be unable to process request?
These individuals should be included in the removal email.
Who is Tamara, Kiara, CC: Lydia and Alexis?
Clients loan is suspended due to deposit adjustments. What would they need to do to get their loan reinstated?
What is clear 4 consecutive regular deposits?
What's the next step after getting the client's consent for NC attorney referral?
What is close the RI and open the “Confirm Client Contact with NC ATTNY” RI from the CC page.
Before ending a call, what should be said?
What is RF disclosure and CSAT survey?
Client wants to know how much the loan will be increased by before adding the account.
What is advising the client we will not know until we have a settlement offer on the table. At that time he will be advised by RF how much the loan may be increased by?
Client wants to remove an account with an original enrolled balance of 6,000.
What is, send account removal email?
Clients wants to cancel RF loan but does not want to transfer to RF.
what is advise the client to email support@rf.com
What's the process when a client receives a summons on a PIF account?
What is complete Legal Intake?
When reviewing a settlement what information should be provided to the client?
What is the original balance, Current balance, SIF amount, payment dates, Pre-approval or approval, Method of payment and negotiation fee