Credit Journey
What is required to sign up for Credit Journey?
Social Security Number
Where in the Chase app can you find Long Term Goal?
In the Plan and Track tab
Where do you find MyHome?
Accounts Tab or Plan and Track Tab
What is the best credit card for new to credit/student clients?
Freedom Rise
How many times does direct deposit need to happen to track?
Two times
What is an additional benefit of Credit Journey?
Identity Monitoring
Who is eligible for Long Term Goal?
Every client
True or False: You can apply for a loan through MyHome
True
What offer do the Freedom Unlimited and Freedom Flex share?
15 months no interest for purchases and balance transfers
Name three ways that you can use your ultimate rewards points.
Book Travel, Cash Back, Pay yourself Back, Gift Cards, The Shops at Chase
Which of the three credit bureaus is used in Credit Journey?
Expirian
Name five of the categories for goals.
Retirement, Education, Home, Major Purchase, Travel, Caregiving, Gifts and Donations, Custom.
What are some of the benefits of getting loan through Chase?
Closing guarantee, Interest Rate Discount, Down Payment Options
True or False: All Freedom credit cards offer cash back.
True
What are the two ways to set up autosave?
On a schedule or on a deposit made
How often do you get an update for credit score?
When there are changes to credit.
What pieces of info does Long Term Goal ask when first setting up profile?
Marital status and Employment Status
What are the three activities you can do to track MyHome?
Affordability calculator, Mortgage calculator, Refinance Calculator
What is the approval rate when an application is processed through a pre-approval?
95%
When and where is the next event scheduled by Community Manager Josh Kampa?
Wed. April 29th at Harden Plaza Branch.
What are the six factors of credit according to Credit Journey?
Payment History, Credit History, Credit Usage, Total Balances, Credit Checks, Available Credit
What functions can you perform with goal simulator?
Target year delay, Target spending reduction, Contribution Increase
What resource does Chase use to look up properties?
HomeStory
Which card offers Cell Phone protection as an added feature?
Freedom Flex
How much must a client deposit into a SDI account to receive $1000 bonus.
$250,000 or more