DM10
Where in DM, do you find the Client of an account?
Fast Facts
FD screen that shows account record for personal identifying information?
BS screen
What is the superscreen?
ARSS
What is the code for a both joint deceased account holders?
DDN
An account is assigned and the AH wants the balance, can you provide it?
No, you provide the agency info.
How do you get to a UDP?
Double click account number in account summary pane, then go to account detail pane, and click the user defined tab.
What screen in FD will you enter permanent notes?
CIS
Which screen do we enter deceased notification block code?
ARMB
Before submitting a request for title/lien release, how many days should have passed?
21 NSF days
SCP Dispute Resolution Timeframe
60-90 days
What does EOLTXSIF mean
1099 C sett in full
Screen to search customer by social or phone number
RGP
Can you service an account with vision block code B?
No, transfer to BKO #8893
When do we not need to read the mini miranda?
Bko, deceased, archived, sif, pif
What is the bankruptcy coding in FD if the customer states they will be filing with attorney information?
NBA
Where do we find the co-applicant information?
Account summary pane, double click account information. Next maximize the pane account detail and on overview we scroll down and on joint account info
Where to view internal/external status code?
BS\BS2 screen- STTS CD INT\EXT
To put a block code on an account
ARMB
#8908
What disclosure do we read on a DDJ call?
No disclosure to be read
When do we not read the non-liable disclosure?
Authorized user - deceased
Where to view collateral information on an account
The Account Detail pane will refresh, click on USER DEFINED then Select Vision Plus Installment Collateral (VPINSTALLCOLL) #11799
If customer is calling stating “I may be filing Bankruptcy” w/o attorney, we must update the MISC1 filed with
MBK
Before warm transferring to bankruptcy for voluntary surrender collateral, due to the filing of a bankruptcy, you must verify in vision plus __________?
ARSS screen for the "B" status in the BLK codes field
Used to locate Bankruptcy information and statuses on open and pending Bankruptcy cases.
AIS
What is the definition for IBNT?
Inbound Notification Team