DM10
Where in DM, do you find the Client of an account?
Fast Facts
Screen that provides account 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 on account level?
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?
CMA
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
Screen to View Notes
ASHI & OCVI
When do we not state the mini miranda?
Bko, deceased, archived, SIF, PIF, 1099c
What is the bankruptcy coding in FD if the customer states they will be filing WITH attorney information?
NBA
Where do we enter Attorney information?
Explorer Pane- Attorney Tab
Screen to view Customer's Role type
ANS
Screen to place notes
ASMW & OCMA
OOS Script: CH residing in Florida
"The legal time limit (statute of limitations) for suing you to collect this debt has expired. Even though the statute of limitations has expired, you may choose to make payments. However, be aware, if you make a payment, the creditor’s right to sue you to make you pay the entire debt may start again."
Who do we not read the non-liable disclosure to?
Surviving Accountholder
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 field with
MBK
In the OCAL screen, what are the two things that must be entered at the end of a deceased notification?
The RVW and the R-date
#11788
Executor of Estate looking to make a settlement on a deceased account
warm transfer to Estate department
If a customer receive a Remediation letter and calls in, we have to fill out ________________
Fill out Remediation Nintex