Lenders
Processes
Plans/Promotions
Miscellaneous
100

Which lender does not do LI, SF or Conneticut deals?

What is Mariner

100

Where can we find a customers install date?

What is Rforce

100

Which plans does a customer qualify for if they are purchasing 3 windows?

What is 2511 and 2739

100

How many dogs does Scott have?

What is 2

200

What is the minimum credit score required for Medallion?

What is 680

200

What status does a deal go in to when Foundation is unable to reach the borrower?

What is Lender Complaint

200

When do Mosaic 12 month promotions begin?

What is upon signing

200

What is Aliyahs favorite coffee shop?

What is Dunkin Donuts 

300

What is Goodleaps max approval amount?

What is 100k

300

What analyst daily task takes priority over all others?

What is working new apps

300

Which lender offers a 7.99% plan for the cheapest fee?

What is Upgrade (4.75%)

300

Which lenders do not require a completion certificate?

What is Mosaic, Upgrade and Goodleap.

400

How long are Foundation approvals good for?

What is 9 months

400

Which status deals should be handled first on the daily pipeline?

What is Pending and Sent to Lender deals

400

What are the 4 plan numbers we are currently offering with Greensky?

What is 2511, 2739, 2521, 2737

400

What does your final 2024 RFM less than 1 day percentage need to be in order to qualify for the full yearly bonus?

What is 42%


500

Which lenders offer 12 months no interest and no payments?

What is Mosaic, Upgrade, Goodleap, Power Pay, Aqua

500

Name 2 documents that would satisfy Proof of Home Ownership.

What is a mortgage statement, deed, tax bill

500

What is plan 4736 and when does it begin?

What is 6.99% for 10 years beginning upon completion.

500

When we are decreasing a job after loan documents are signed. Which lenders can we resign ourselves with?

What is Aqua, Foundation and Mariner

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