Latitude
Where can Latitude be accessed?
VMWare icon on the desktop
MyNet
Where can you access Agent Portal?
Where can Statement Viewer be accessed?
MyNet in Agent Portal
What credentials do you used to login ?
LAN Credentials
How would you look up an account in CAL?
You will select the Merrick radio button.
How to access an account in Agent Portal?
Hover over Account Services and click Search Account
Where can you find Statements?
Hover over Account Services and click Statement Search
What should you do once the account is loaded in latitude?
Reviewing Status, Desk and notes
Where can you verify Consumer Information
Top Row of CAL
Where can you find the Account Status?
Top Section on the Left side column
What is the only field you will fill out in statement viewer?
Account number.
How do you place a note in Latitude and what should the ACTION CODE and RESULT CODE be?
Click on Notes at the top header and Select CO: Comment Only for both ACTION CODE and RESULT CODE.
What does the red type mean?
Any delinquencies where the cardholder did not make a payment?
Where can you find the payment history of the account?
Click Payments and Click Payment History
How many statements should you open at a time?
As many as you need
What happens when you click on More Info Button?
Additional information pertaining to the account / cardholder will be shown.
What 2 important data fields can not be located in CAL?
Account Type and Portfolio Type
Where can you find Statements?
Click on Statement & Transactions and then Click Statement Images
What are you looking for in statement viewer?
To see if a payment was posted or returned