Auto
This website is where applicants can find more information about applying and our product.
what is https://crbautohelp.upstart.com/ ?
The ops page where you can find what documents are acceptable
what is OPS 3864
True or False: You can cold transfer someone while they're on hold
False
Failing to authenticate, providing incorrect percent's or dollar amounts, discriminating/discouraging someone, leading or providing financial advise, not disclosing the call is recorded, etc are examples of this type of violation.
What is a compliance Violation?
2 items that aren't asked for on the Auto application Vs the Personal Loan App.
what are UOF and Principal amount?
This document is linked in the application, holds basic eligibility requirements, links to the help website for that bank, and provides contact information for each department.
what are cheat sheets?
The numbers to put if a callers phone number is anonymous.
what is 000-000-0000?
the steps to take if a call comes in as true, false, and blank.
true - first and last name
false- fully authenticate
blank - QA statement + fully authenticate
The script to provide if APL had help on their APP or continue to have a third party on the line.
“Unfortunately we are not able to proceed with the call at this time. We will reach out when we have an update. Thank you and have a nice day.”
Vehicle Eligibility for an Auto loan
Vehicle Age: 12 years maximum
Mileage: 140,000
Personal Use Only - No commercial vehicles refinanced
The headquarters' location for FFBKC.
What is 6900 N. Executive Dr
Kansas City, MO, 64120?
The website where current Rates are viewable (100 bonus points to whoever can tell us what they currently are)
We fill out this form anytime we have a schedule adherence that needs adjustment.
what is Teleopti Form?
Documents Acceptable for Utility bill if APL has a Foreign IP Risk Signal.
what is a Gas, water, sewage, or electric bill with their name from last 30 days?
The amount of days APL has in P2 to provide docs
what is 8 business days?
what is Same Business Day?
in our new application process open to a limited amount of borrowers currently, these are the initial pieces of info asked for.
what are First and Last name, Email, and Password?
The username for our complaints portal.
what is first.last.or@upstart.com/partnercommunity?
This is the email to contact for a phone message.
what is bizdev@upstart.com?
The location an APL sends their Title to their vehicle.
what is Upstart Network, Inc, Inc, PO BOX 105059, Atlanta, GA 30348?
The document and location of that document to check the phone number when we need to transfer to the actual bank itself.
What is the escalation path located on each cheat sheet?
The ops page and key word used to find the process When a caller says a company claiming to be Upstart is contacting them
what is OPS 3866 // Fake Upstart
This form is to be filled out when we have feedback to provide on another colleague.
What is the Peer Recognition and Coaching Form?
Rules of Engagement for Our Client Provided communication tool. Tips and tricks, and reminders on how we should be using the tool. Hint: An email was recently sent out regarding this.