Title/Lien Release
Payments
Lending
Systems
General
100

These are the 3 different types of titles.

Paper, Electronic, & 2 Part Titles

100

What must be completed in order to set up Auto Draft?

Lexis Nexis

100

This product you can only apply for online.

Truist Ready Now Loan

100

What would you click on in SHAW to find if a client has suppressed their statements?

User

100

What system do you use to view you schedule?

Genesys

200

These two states have 2 part titles.

What is Maryland & Kentucky

200

What is the name of the main payment system we for most payments?

TPOT

200

How many fixed options can you have under one HELOC?

5

200

What are the 3 password requirements for SHAW

6-8 Characters> Contain both letters and Numbers>Include @ or $ sign

200

True or False: When working till close(8pm weekdays 5pm Saturday) you are allowed to leave right at the end of shift.

False.

300

These two identifiers have to be included on a payoff check from dealership when the fax sheet is not included.

What is Year/Make/Model and full VIN#

300

True or False: We can cancel a clients payment once its been submitted

False

300

What is the difference between a Line of Credit and a Loan?

Line of Credit is revolving and can be advance on; a loan is one lump sum that can not be reused.

300

What would you click on in Client Central to begin a dealer payoff?

Tools>Dealer Maintenance

300

How would you calculate a verbal current day payoff to make it a 10 day?

Take the per diem and times that number by 10 and add it to the current day payoff.

400

When a loan is paid off with non-Guaranteed funds; how long does it take for the lien to be released on a Electronic Title.

7 business days to notify DMV and 2 business days for DMV to remove the lien

400

What must be verified in order to take a payment from a non-client?

FULL loan account #, Name on Loan, FULL Address

400

How many days can it take for the county clerk to record a Certificate of Satisfaction when a HELOC is closed.

45 days.

400

What must be copied from Lexis Nexis to put in CIF comments.

Transaction Code

400

What is the name of the Visa Award Card that can be given in increments of $10, $15 and $25 that is designed as a small gesture offered to clients who have been negatively impacted as the result of a complex problem?

Client Acknowledge Program(CAP)

500

This is the email address that is provided to the client when they need to request a Title State Change.

500

True or False: When a client is past due 30+ days you can take a payment from them only if they are completely catching up the loan.

False.

500

When setting up Auto Draft on a HELOC what note number would be used if client owes payments on both the Variable and the Fixed Option

5998 or 3998

500

What document in Content Navigator would you look at to see if a client purchased an extended warranty?

Dealer Finance Installment Contract

500

What does L.A.S.T stand for?

Listen. Apologize, Solve and Thank 

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