Eligibility
I have a 639 credit score. Am I eligible?
No
ALU stands for this.
True
Any information that permits the physical or online contacting of a specific individual.
Ex: Name, Home Address, SSN, Email Address, Photo ID, etc
Can we deactivate an account in apply?
Yes
How can we see when the client submitted the application?
The credit report
How many states do we lend in?
48
I am a Parent and the loan is in my son's name, what options do you have available for me?
None. The primary borrower will have to be the one to apply.
This needs to be entered in the unsubscribe tool when unsubscribing a client from our marketing emails.
U# and Email
Can a repaid client deactivate their account?
Technically yes.
What page do you go to view the client's rate estimates?
User
What states do we not offer Variable rates in? Name 2
AK, IL, MN, NH, OH, TN, and TX.
When using slack or any internal process, what do we use when referring to a client/client's account?
ALU
We do this after updating the client's PII.
Send an SMS text.
Where can you check for a clients status update?
Agiloft
Why do we not have a lending license in the state of Nevada?
Brick and Mortar state
ALU stands for this.
Application - Loan - User
What is the one PII we can't update on our end?
Phone number
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What is the fastest way to search a client in Admin?
Phone number
If a client is commission-based, what do we require to verify the commission?
2 years of commission (via paystub or W2)
I have been self-employed since November of 2018, can you use my income?
Yes
If we need to send a PII update text to someone who lives in Hawaii, what is the earliest time we can send this text (MST)?
1PM!
What happens to the email address when the account is deactivated?
It gets depreciated
What is the name of the main page in Admin
Application page