CUBS Basics
What command should you use to ENTER notes and action codes?
2 ENTER
What status means we have no phone numbers?
SKP
What does the credit reporting statement CRPT:N: mean?
The account will not be credit reported out of our office.
What is the first step in documenting a debtor contact?
Talked to Debtor action code
What is the name of the Excel document you should have open at all times that has your action codes, compliance information, and etc.?
Agent Quick Guide
Where do you go to update the desk number?
9 Screen
What status means we have never spoken with the debtor?
ACT
What does the following credit reporting statement mean?
CRPT:Y:08/31/24;93;$500.00
Account has already been credit reported
Where do you go to update the date to work again if the debtor is requesting a call back on a particular date?
Tickler
What CUBS screen will you use to see the Progressive policy details?
F34 Screen
How do you pull up the packet summary on a packeted account?
7 ENTER
What status means we have spoken with the debtor, but they are not discussing resolving the account?
GDN
What is the proper PN note to enter when taking the balance in full in one transaction in exchange for a courtesy deletion?
PN:CLOSE AS PFD
How do you change the status on an account?
What is the proper call recording disclosure in your talk off?
What CUBS screen will you use to see the product type if you do not recognize the client?
What status means the debtor has filed for Bankruptcy?
ABP
What is the proper PN note when taking multiple payments for the balance in full in exchange for a courtesy deletion with a manager's approval?
PN:CLOSE AS PFD WHEN PIF
What action code will you use any time a debtor disagrees with or disputes the balance in any way?
143
Under REG F, how often can we SPEAK with a debtor?
1 time every 7 days
What is the difference between an action code and a macro code?
What are your 4 money wips?
PTP, PAY, HOT, BRK/NSF
What is the proper PN note for a settlement of $250.00 posting on today's date?
PN:CLOSE AS SIF FOR $250.00 BY 9/18/24
What macro code indicates a manager helped you on your call?
,323
What are the 4 personality styles in the Platinum Rules?
Director, Relator, Socializer, Thinker