Financing
Insurance/Referrals
Transfer Guide
#BUYOUTS/Cancelation
Escalated/CODE RED
100

Two term lengths for flex pay. 

What is 36 & 60 months?

100

Shows if a customer is eligible for offers. 

What are alerts/banners? 

100

Reach out to for refunds, change equipment price, or RMR changes.

What is the opportunities team? 

100

Must be included in every cancelation

What is a NOC?

100

A customer must be escalated in order to qualify as a code red? 

What is false? 

200

Must be obtained before running a soft credit check. 

-Double points for all answers correct! (3 answers) 

What is verbal consent, yearly household income, last 4 of social? 

200

How to send a referral code/put through insurance lead.

What is pressing the green interested button? 

200

made when the alarm system failed and something occured

What is a actual events case? 

200

Buyout for a month to month customer. 

What is none? 

200

a situation that threatens a customers safety, security, or involves the news or legal threat. 

What is a code red? 

300

One payment to Vivint, One to the bank. 

What is the description of pricing for a finance?

300

types not offered through the insurance program

What are, health insurance, life insurance, and commercial insurance? 

300

type of case created when a Vivint employee causes damage. 

What is a home damage case/claim? 

300

Buyout for a customer still in contract, with no financing.

What is #BUYOUTNF

300

If you are confident that you can handle a code red situation you don't need to tell your supervisor. 

What is no?  

400

Paperwork to Initiate a hard credit check. 

What is v-sign?

400

Need permission.

What is sending a referral code through text message? 

400

specialized troubleshooting team 

What is the white glove team? 

400

Necessary cancelation steps for a customer that has an active equipment loan with a standard package.

What is, paid of loan 100%, NOC-sent, 50% of contract/PSA paid.

400

You must receive approval before transfering ....... calls?

What is escalated/ code red/  

500

All qualifications of a finance (not including go control cx's).

-WORTH DOUBLE POINTS BUT MUST HAVE ALL 6 ANSWERS CORRECT 

What is?? 

- 12 months or less 

-At least $500 

-Smart Hub 

- Current Equipment Paid 

- Pass Credit Check/Qualify 

-Current on billing 


500

Customers that are not eligible for the referral program.

What are doorbell stand alone, channel partners and DIY customers(when signing up)?

500

Case by case scenarios that require special documentation to cancel. 

What is an exception review? 

500

A customer installed in 2020, with a premium package would have which buyout?

What is #BUYOUTPROMISE?

500

If a situation has passed, is the call no longer considered code red? 

What is no? 

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