Call Etiquette
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Money, Money, Money
Escrow
IT
200

The only transfer temperature we should ever use.

What is warm transfer?

200

The ServiceMac customer service phone number.

What is 844-478-2622?

200

The methods of payment not accepted at ServiceMac.

What are credit cards and debit cards?

200

The task to open to order an escrow analysis.

What is ANA001?

200
The website that allows you to reset a customer's password or delete their account.

What is Servicing Digital Admin?

400

If the customer did not verify through the IVR, these are the 3 items needed to verify them and proceed with the call.

What is their name, property address, last 4 of SSN, and if there is no SSN, their DOB?

400

The email address for Citadel.

What is support@mycitadelservicing.com?

400

The Lockbox Address.

What is PO Box 105178, Atlanta, GA 30148-5178?

400

The MSP screen to verify tax line information.

What is TAX1?

400

The number for the internal tech support line.

What is 855-847-7662?

600

The total length of a time a customer can be left on hold.

What is 5 minutes?

600

The Language Line phone number.

What is 1-855-591-0843?

600

CHHBIX.

What is the task used to modify an existing biweekly drafting plan?

600

The location of the schedule of escrow analyses according to state.

What is Knowledge Owl - Escrow Analysis Schedule?

600

The name of the Mobile App for Movement Mortgage.

What is MMServicing?

800
How I disposition the call after I was unable to reach the customer and left them a voicemail.

What is Left Message?

800

DAILY DOUBLE!!!!

Our physical address.

800

The maximum amount able to be accepted via Ventanex.

What is $99,999.99?

800

The standard length of a shortage spread.

What is 12 months?

800

Where the customer can update their paperless billing preferences.

What is the document center option under account management on the servicing digital website?

1000

The only time it is appropriate to end a call.

What is when the borrower is unresponsive for over a minute after we have attempted to get their attention?

1000

The URL for American Pacific's landing page.

1000

The first step when a customer reports a missing payment.

What is reviewing the loan history?

1000

The correct location to view upcoming payments/deposits into escrow from the most recent analysis?

What is ANA1/LAST > PROJ?

1000

The web browsers able to be used to access the web and mobile applications.

What are Chrome, Internet Explorer, and Safari?

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