Compensable Events-Consumer
What is the minimum initial deposit for a Checking/Savings account?
$25/$100
What is the minimum opening deposit for a small business DDA or SAV?
$100
When is consumer DBG visible on PMRR?
Friday- based on 4 week review
What are the 5 Preferred Rewards tiers?
gold, platinum, platinum honors, diamond, and diamond honors
How much revenue would 150k drop into your dashboard?
1800
Which account upgrades are available to trigger DBG?
Advantage Relationship and Advantage Savings
How long is the tracking for small business DBG?
13 weeks!
What is the time frame for compensable events ?
What auto rate discount would a preferred platinum client receive?
.35
What would the actual dollar amount be if you received a drop of 4500
$375000
CD's, CDIRA's and what other deposit account are a compensable event for DBG?
Money Market IRA
TRUE
When is business DBG visible on the PMRR ?
Friday- based on week 13 review
What tiers receive a free 3X5 safebox and receive a $40 discount on larger boxes?
platinum and higher.
How much revenue would 250k drop into your dashboard?
3000
Credit Card, Auto Loan applications and what other credit deepening trigger DBG?
Balance Transfer
(Minimum $500)
Does online banking count as a compensable event ?
YES! Mobile banking also !
Compensable event occurs on November 7th. When will this drop onto your dashboard? ( business )
February 3rd
What mortgage reductions do platinum honors clients receive?
.375 discount on heloc
$600- Origination fee
What is the revenue amount per $1000 ?
$12
Which referral types are a DGB trigger?
Investments Quality and Online/Mobile Activations
Is RDO a compensable event to trigger DBG?
YES !!!
Compensable event occurs on November 2nd. When will this drop onto your dashboard? (consumer)
November 25th
What is the bonus preferred clients receive on their credit card rewards?
25%, 50%, and 75%
$145800