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We can use client provided contact information
What is when the information verifies in google or it's a company domain email
*Reminder you cannot blind fax/email the VOE for an order
Your go to person if you run into any tech problems
Who is The Guy
This line is available to translate international calls
What is the language line
True or False:
We can never verbally verify income
False- We can verbally confirm income on future employment from an offer letter only
I can't hear you
What is Ignore the noise
What do you have to verify for a co-client to clear a VOE for the primary client(or vice versa)
What is the client must be an owner and the only person who can verify
These documents can be reviewed to indicate our client is self employed.
What is: 1099 & Tax documents
True or False... We can use a trailing doc to clear a VOE
SSN wrong in AMP
What is set an LMBRU for the UW with notes indicating where to find the correct ssn(ex: w2)
Gump it down
What is Simplicity is genius
Company domain email and ability to utilize a link
What are the two main things needed for a company to use OVE?
We verify self employment
What is when the client has less than 25% employment
Bonus points if mentioned- the client's income will show as passive on their 1040 tax returns on the schedule e page
True or false
VOE team member's can clear a recert for non-military employment with a paystub
What is False
This can be used to verify contact information for a specific person in cases of IHSS employment.
What is RES and Google
we respond to all curiosity with this mindset
What is yes before no
The verbal tracking line will auto problem after this
What is attempt the tracking line for 2 consecutive days
how we email ssn information
What is docusign
This vital piece of information is not listed on the paystub for State of California IHSS
What is the county name of the recipient(person cares for)
free resource to find owner/registered agent information
*not google
What is e-secretary of state
Leading with heart and mind
What is DO THE RIGHT THING.
What is- all applicable income information, hire date, position, signature and date from verifier
You must update all of this information in AMP before you receive
What is employment info(hire date, position, status, verifier name/title, verifiable number) and notes
These are the process standards
What is the information required to be in your notes:
What’s needed: Ex: Underwriter revision requests
• Phone # Called:
Verified By: ex: Google, team site or RES
• Spoke To:
• Who you were referred to Call:
• Spoke to at the Referred #:
• Left Message With:
• Emailed/Faxed/Mailed To: full mailing address, email address or fax number
• Attention: who is the form being addressed to
• Turn Time:
• Method of Return: Email, mail or fax
• Additional Info: ex: verifier stated client works as needed or if the client is listed by their maiden name with their employer
The correct thing to do instead of putting still in turn time.
What is follow up with the employer
We don’t just work IN our business – we work ON our business.
What is WE EAT OUR OWN DOG FOOD.