Talk on/Talk-off
I can see your Halo
3WC Recipe
True or False
#Not my Carvana
Bonus ?'s
100

The customer states that they have the phone number for their bank and want you to call using that number. 

What is "Google to confirm that the phone number you call is linked to the bank. Do not accept a phone number from the customer to use without verification of the link to the bank?"

100

This Halo article contains a list of common banks, their phone numbers, and instructions for completing an FV/3WC

What is Funds Verification: ACH & Bank Information?

100

The final option for FV if the customer does not wish to use PLAID or get a cashier's check.

What is a Three-way call?

100

True or False: Under the ACH account details, the account info has been inputted. This means the customer has linked their account with PLAID. 

What is false?
100

ACH is an acronym for _

What is Automated Clearing House 

200

The advocate needs to place the customer on hold to connect them to the bank representative.

Thank you,  Customer! I will place you on a brief hold while I connect with a representative from your bank. In the event there is a longer hold time, I will check in with you periodically to let you know. Once I have them on the line I will join the call and they will most likely ask you some security questions before we can verify funds. Do you have any questions before I reach out to the bank?”

200

DAILY DOUBLE!!!

The customer wants to change the original ACH info they entered...

What is?

  • Go to the ACH Account section on their Admin purchase page:
  • Then, open the Actions dropdown menu and select "Update ACH"
  • Enter the new account information
  • This should automatically update the Payments section with the new account. PLEASE ALWAYS make sure there is only one payment in the payments section, and it is coming from the CORRECT account (the updated one). Please also ensure this is the account you verify funds for during a 3-way call.
200

The three people that need to be present for completing FV via a 3WC.

What are the Carvana Advocate, the customer(or authorized user), and the bank representative?

200

True or false: We can use an automated system to verify funds for a cash purchase case during a 3WC.

What is false?

200

PLAID will ask the customer for only these pieces of information.

What are login credentials/Username and password?

300

The bank would like Carvana to fax a request to verify funds. 

What is "Due to the complicated nature of this situation we will need to ask the customer to link with Plaid or obtain a cashier's check?" 

300

Four common banks that are listed in the ACH & Bank Information section.

What is ____?

300

List the three pieces of info that the advocate must verify while on the 3WC. 

What is the Amount to be withdrawn, the Last four digits of the account number, and ACH compatibility?

300

True or False: The customer's authorized user would like to verify funds on behalf of the customer. This will complete funds verification.

TRUE

300

This additional information should be listed when adding an authorized user. 

What is the relationship to the customer?

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