DM10
Where in DM, do you find the Client of an account?
Fast facts
Which screen do you enter permanent notes?
CIS *cis
After entering username & password, which screen do you go next to activate notes?
ASRS
DM10
Opening disclosure
Thank you for calling S. This is___. This entire call will be recorded and monitored. May I have the account number you are calling about please?
How do you add an Ar event on an account level?
Account summary, right click on mouse, to new account AR event
Screen to search for an account with ssn or phone number?
RGP
Superscreen
ARSS
Before submitting a request for title/lien release, how many days should have passed?
21 NSF days
What should you ask the person on the line prior to providing account information?
Are you the executor or person handling their affairs?
Where do I add UDP decease information?
Screen to view int/ext codes & misc 1 block code
BS
Which screen do you add a deceased notification block code
ARMB
Which system should you use if you can't read the death certificate received in ACM?
Accurint
Disclosure that must be read to the executor or person handling the affairs for the deceased client?
It is our policy that non-account holders have no personal legal obligation to pay the debt of the deceased account holder
Where can I find if the account has been sold/assigned?
Fast facts under receiver info
FD Misc 1 block code for decease notification?
DDN
screen to search only with VIN number
ARLO
Uh oh I need to make a correction note
!CORRECTION
When should you read the mini miranda to the executor?
TRICK QUESTION :)
Adding a new phone number in DM?
Right click under contacts & add phone number
FD misc 1 block code for deceased confirm
DDD
Which two screens would you add your notes?
OCMA & ASHI
Can you update phone number & address if you're speaking to the executor?
YES
Which pieces of verification we MUST have? which are optional?
FULL name & Address/ optional:last 4 SSN, DOB or phone number