Operations
Our Hours and Days of Operation
What is 8am-8pm EST and Mon-Sat.?
The amount of times you should use a caller's name during call
What is at least once?
Alternative to SSN for Identity Verification
What is a birth certificate?
Looking up related apps when not showing on Rapid Decision page
What is search by SSN on search page?
Purpose of Exclamation Point in Rapid
What is Look at recently submitted documents awaiting review by underwriter, and Check for correction and clarity in documents?
The Contact Center Phone #
What is 833-853-5638?
The most crucial section of the scorecard
What is Identity Verification?
Additional Info for loans above 500k
What is SBA Form 2202 – Schedule of Liabilities, List of Real Estate Owned, SBA Form 413?
3 main reason someone can't access the portal
What is fraud alert, troubleshooting, Incorrect Username?
Eligibility of Business purchased after January 31st
What is No, not unless it was obtained from a close relative or partners or contract was dated before Jan 31st to change ownership. (found in EIDL FAQ on SBA website) (Including Change of ownership greater than 50%)?
Our new schedule
What is 11:30am-8:30pm ET?
Three of the Seven criteria for the Procedural section of the scorecard
What is any 3 from that section explicitly stated?
Info needed for a BWR's reconsideration request by email
What is pg. 50 info (explicitly stated) and any other requested docs?
Here you can determine the original loan date?
What is column on right hand side of rapid decision page, around halfway to about the bottom of the page?
4 Revisions of Script 5
What is Verification process updated, Redundant information eliminated and consolidated into single areas. Information on loan decreases, deadlines, and maximum loan amounts given further detail, SBA standing guidance on EIDL loans (Appendix VI) updated?
The Process of roll up for an Agent
What is Exhaust resources, then gain approval, then properly notate in portal and add to roll-up?
Highest Score on a Scorecard
What is 100%?
Necessary Docs for Non-Profits for FTR's
What is signed 4506-T(non-filing marked), 1099 or tax-exempt certificate, and Statement of business activities for 2019?
Here you can find the BWR's username
What is the second section, under view application under the application tab?
The way to edit personal info in the portal
What is the applicant can update the Name, Email and Phone Number is the portal by clicking on their Name, Account and there will be editable fields?
If correct can answer the 500 level
When a BWR has to be added to roll-up for no access to portal
What is if they cannot gain access to the portal and have already exhausted DCS and PDC as an option?
Responsibility loan for a closed business
What is has to pay the loan back?
2 reasons an ID is not accepted but has been clearly uploaded
What is Id is expired and/or not valid?
Our procedure for apps beginning in the number 2
What is Check SSN to see if app comes up in portal; Direct Caller to DLSC or Loan provider for original for information? If requesting increase, have them email PDC with original app info and request.
The Stages where changes can be made by the BWR
What is Resized, Declined, Submitted Deal, Credit Pulled, Approved?