PFM
TSYS
Refinances
General
TV Catchphrases
100

When the member needs help to avoid financial difficulty.

What is preventive counseling?

100

Screen shows if card is open or closed and the reason for the closure.

What is MASC?

100

The current maturity date for a loan is located in what screen.

What is AMAI?

100

When receiving a transferred call, the inbound call identification process .

What is the counselor’s responsibility to confirm with the transferring representative if the member has been identified (name, SSN, DOB, and codeword)?

100

Bazinga!

What is the Big Bang Theory?

200

The PFM tagline.

What is partners in your financial success?

200

Screen shows the payment history on a credit card for the past twelve months*

What is IAPH?

200

The title for a collateral loan is located through what system.

What is VINtek?

200

Member's income is sufficient to meet current obligations and no identified hardship

What is unable to assist?

200

Yabba dabbo doo!

What is the Flintstones?

300

PFM does not submit or approve extensions for the following account types.

What is small business loans, shared secured/pledge loans, and secured credit cards?

300
Screen shows you the letters recently sent to the member.

What is WCRC?

300

Screen shows the original payment for a loan.

What is AMBS?

300

A letter is sent to the member when determined that the PFM cannot provide assistance and the member is current.

What is adverse action letter?

300

To the Batmobile!

What is Batman, Batman?

400

When the member is financially stable, but wants to find ways to better utilize resources.

What is productive counseling?

400

Screen shows you were the rate applied to the credit card.

What is MATO?

400

Member has "____________" days to sign promissory note.

What is 16?

400

The counselor must state the "_____" at the start of all applicable calls, prior to releasing any information. 

What is Recorded Call Consent?

400

Did I do that?

What is Urkel, Family Matters?

500

When the member is in financial crisis and unable to meet his/her contractual obligation to creditors.

What is remedial counseling?

500

Screen shows fixed payments and beg/end dates.

What is MPMT?

500

The disclosure has to be read to the member/cosigner when submitting for a refinance.

What is MAPR?

500

When adding or editing a"___________", counselors must ensure that this disclosure is read verbatim, as it appears, and clicks the confirm acknowledgement link.   

What is mobile phone number?

500

Live long and prosper. 

What is Star Trek?

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