Leads
We always give the customer this so they can find us
Address and landmark
We should always leave this
Voicemail
Notice to Sell
Make your payment on time (no ext or grace periods)
Get up and greet them and walk them in
What requirements do we give to the customer for a TL
ID, Clean and clear Texas Title, POI and Vehicle so we can take pictures
When making a PTP we always recite this to the customer
PTP Disclosure
how to set up appt to pick up personal belongings
Something we always get from the customer
Google Review and Digi Share
something that should be cleaned everyday
Front door windows
What do we always close out a lead call with
Name and urgency for customer to come in
When do we want the customer to pay
ASAP
document we send to cus after vehicle gets to auction but has not sold yet
Inventory personals
Something we always set up with the customer
Portal (PWA)
Titles are always kept here
in the fire king
Where do we log the call after every lead call where someone wants to come in
Manual lead tracker
Amount, date, why and PTP Disclosure provided
Where is the vehicle if in Wait to deliver to branch status
Not at the auction still with the vendor and in process of being delivered
Statement of fact
Something we never do when leaving a VM
Mention the customers name and or if they have a loan with Titlemax
What requirements do we give to the customer for a PL?
When should we call the customer after a PTP is broken
Immediately the next day
Last document we send to the customer
What is the customers loan document that includes the TILA Boxes called
Loan agreement, Promissory note and Security Agreement
something we do every time we receive a call from a customer
Verify First and last name and once piece of PII Ext. last 4 digits of SSN or DOB