Self Submit
When a customer is offered self-submit, do we already have their money?
Yes
If a customer had an issue using Flex and requested a refund of their MMF, which macro should we use first?
Escalation - Refund Request macro.
What are the 2 core Flex products?
1. Flex Rent.
2. Credit Builder
Put the Self Submit timeline in order:
1. Flex issues an alert to customers informing them that they need to self-submit the rent payment.
2. Flex receives the customer's rent bill.
3. Flex attempts to pay the rent on behalf of the customer but the payment attempt fails.
4. The customer makes their 1st payment to Flex.
1. Flex receives the customer's rent bill
2. The customer makes their 1st payment to Flex
3. Flex attempts to pay the rent on behalf of the customer but the payment attempt fails
4. Flex issues an alert to customers informing them that they need to Self Submit the rent payment
What are the 2 payment methods Self Submit users could be offered?
1. Flex-funded DDA.
2. Flex funded Debit Card.
True or False. BPO agents are allowed to process refunds for customers.
FALSE
What is the finance fee for Credit Builder customers?
0.75%
What are the 3 Self Submit risk review statuses?
Approved, Pending, Rejected
If a customer inquires and says "I completed the Self Submit process, but the app doesn't show that I paid yet" which macro can we send them?
Rent Payment - Self-Submit Complete
This feature allows the bank to process payments despite insufficient funds, resulting in fees for the customer
Overdraft Protection
What is the internal facing term for Credit Builder that we shouldn't use when interacting with customers?
FSLC