Verification
Restricted Escrow
GSE
Departments
Misc.
100

Homeowners full name and Full property address

What is 2 pieces of verification you must get on every call?

100

Claim funds for a monitored claim are deposited to...

Restricted Escrow account

100

Non-Monitored, EER, Monitored

What are classifications?

100

Where to a co-borrower...

What is the mortgage dept?

100

What is EOE?

Executor of Estate

200

Phone # and Email address

What is other options to use for verification?

200

Too much money in the account

What is overage?

200

AWS and RA

What docs are needed for the Monitor and Monitored/Delinquent Process?

200

Insurance claim 

What is Loss Draft?

200

Document all branch calls 

What is the Branch Call Log?

300

A3P

What is an authorized 3rd party?

300

When 25% of the funds are released.

What is the Monitored/Delinquent draw process.

300

Final w/all structural repairs complete

What is an inspection?

300

LPI

What is Lenders Place Insurance Dept?

300

DTE Notes

what is where you go to notate an account?

400

Employee's Name, and 6 digit number

What is Connect Us?

400

Inspection is needed

How to obtain funds from the RE acct?

400

Upon receipt of all required documents

What is Delinquent first draw process?

400

Customer complaints

What is the Resolution Team?

400

Contactless Inspections

What is Virtual Home Inspections?
500

EOE, SII, POA

What is 3rd parties that can authorize other 3rd parties?

500

Where checks iao $50k are deposited.

What is the RESTRICTED ESCROW account?

500

3 business days

What is the timeframe for Review and processing docs?

500

SII, EOE, POA issues

What is the Life Events Team?

500

Effectiveness, Effort, Emotion

What is the 3 E's to a Great Call Experience?

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