Lending
Digital Ex/SB CC
TDOA
Merchant/Paycor
Bonus
100

Types of accounts you get for free when you have a SB LOC.

What are Premier, 2 Simple, and MMK?

100

Person we use to contact when we have questions on Digital Express.

Who is Lisa Stingel?

100

Different ways to enroll in TDOA

What are 1) Self-enrollment, 2) TD Guided enrollment, 3) Autobooks Specialists?

100

Explain the current merchant promotion and date it expires.

What is the Free clover go, or up to $500 cash back with 1% percent cash back on all transactions for the first 3 mths? Promo expires 12/31.

100

Type of loan typically used for purchasing equipment/vehicles.

What is a term loan?

200

Guarantors that are 10% or more must complete this form with the application.

What is a PFS?

200

Types of customers that would benefit from Digital Express.

What are all business customers?

200

Acct that offers free invoicing with TDOA

What is the TD Business Simple Checking Account?

200

Types of equipment/machines offered by TD merchant services

What are the 1) Clover go, 2) Clover flex 3, Clover station, 4)Clover Mini, 5) FD 150 Terminal?

200

Group that provides financing for dentist, vets, physicians, etc. 

What is the Healthcare Practice Solutions Group?

300

Type of loan used for short term needs, seasonal businesses, or emergencies.

What is a LOC?

300

Cut-off time for next day deposits with digital express.

What is 9:00pm? 

300

Process to set up a tutorial for the customer with Autobooks.

What is the calendar on the Accounting page in td.com?

300

Explain the current Paycor promotion. 

What is 50% off the first 12 mths?

300

How would the free version of TDOA be affected if a customer upgraded their accounts?

NO change. They can upgrade to Premier or bus convenience without changing the free version of TDOA. 

400

This product helps cover accounts in the event of an overdraft.

What is ODP?
400

Features of the SB CC. 

$250 cash back in the form stmt credit when you spend 1,500 in the first 90 days. 2% cash back. Earn unlimited cash back- no caps or limits

400

These businesses not a good fit for TDOA.

What are Retail, e-commerce, and healthcare? 

400

The minimum number of employees to qualify for paycor.

What is at least 1 employee?

400

TDOA feature for businesses to collect payments from customers online.

What is invoicing?

500

The minimum loan amount for LOC and Term loan.

 What are 5,000, and 10,000?

500

The minimum and maximum credit line on the Small Business Solutions Credit Card.

What are $500, and $25,000?

500

Explain the fees for the full version of TDOA.

What are $10/mth, 2.89% on cc processing, 1.99% on ACH payments, and 1.99% capped at $5 for Lockbox processing rate?

500

These businesses would be good referrals to paycor.

What are all business? However, there are higher risk business that require workers comp such as roofer that may be more difficult. 

500

The monthly fee for merchant services?

What is $15?

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