Action Items
The alert allows Client Services to easily view clients who are eligible for AAL and can connect interested clients with a AAL Agent
AAL - Acceleration Loan Action Item
What is needed in order for an Advocate to add an account for the member?
Current Statement within 45 days
California is 30 days
Collection Agency is within 90 days
What is the daily max limit a member can make for an additional deposit?
$10,000
What is the settlement fee for FDR
25%
Where in Salesforce can Advocates locate the members accounts enrolled in the program?
Accounts Field (View All)
The Account Matching System has identified an eligible account that is currently not enrolled in the program
Add Account Opportunity
When a member is removing an account from the program, it is important for the Advocate to do what?
Ask Why they are removing the account
Seek & Understand
Ask questions as to why they want to remove the account.
What is the Case called for a deposit modification?
SMART Deposit Modification
What does the "Red" Indicator mean under Accounts field?
In State Legal / Litigation
In which field can Advocates view all documentation such as a summons and complaints that members uploaded?
Documents
For the Action Item "Removal Request, What is a reason the negotiator may be requesting the member to remove the account from the program?
Account Holder Reported as Deceased, Being Garnished, Included in a Bankruptcy, Already Paid Off, Duplicate Account
Fill in the blank: When Advocates are enrolling an account into the program, it is important for advocates to inform the members that ____ will increase.
Deposits
Additional deposits
Increasing deposits Only
NSF Redo's
Name 2 account statuses that result in a Account Prioritization "9"?
Resolved Account
Stipulated Agreement
Paid Off
Written Off
Account status is Resolved, Removed, or Ongoing Structure/STIP.
Name 2 cases Advocates can create under the cases field?
Enrollment Adjustment (Adding/Removing)
Smart Deposit Modification (Additional Deposit)
Withdrawal Case
Payment Research Case
Bank Account Change/Update
The client will not have sufficient funds to process future payments to one or more settlements.
Settlement Conflict Alert
Fill in the blank: Advocates cannot accept accounts with a balance less the _____ ?
$200
When there is a NSF on the members account, the Advocate will always need to create a case? True or False
False - Advocates can refer to the Action Item (BSF Redo - Wallet with Red X)
If the Indicator color is "Light" or "Dark" brown, what does that mean? What are Advocates to do?
LPN/NLLG File & Advocates are to transfer to LPN/NLLG
Where in Salesforce can Advocates send an email?
Related > Activity History > Send Email (Right Side)
To proceed with the settlement, the creditor has requested that the client provides pre-authorization of the settlement terms
Pre-Authorization
Name 4 debt account types Advocated cannot accept into the program?
Government Loans
Taxes
Student Loans
Child Support
Active Phone Bills
Collateral Loans
Rent Bills
Car Loans
Active Car Loans
Name 4 Negative Deposit Modifications that will cause a members structured settlement to possibly go Null & Void.
Deferral / Skipped Payment
Temporary Draft Change
Permanent Draft Change
NSF
Reducing Deposits
Splitting Deposits
Frequency Changes
What does Settlement Readiness "999" mean?
Insufficient funds in the dedicated account. The member will not have funds to settle the account.
Where in salesforce can advocates locate the settlement letter (demonstrate for the class if needed)
Accounts > View all > Account # > Settlement # > Related > Notes & Attachments > Click Link