Random
COVID
LOAN TRANSFER
FIVE9
PAYMENTS
100
When using aux for huddles , what aux should we use 

What is Meeting.

100
A plan that pauses your payments 

What is a Forbearance 

100

are you transferring my loan?

What is based on the loan type and how it was originated a client’s loan may be selected to transfer to a new servicer. This is no negative reflection on our client and does not change their loan terms

100

Quicken Loans finance multi-family homes?

What is yes if they are no more than 4 units 

100

Will a new calendar year cancel someone’s auto pay schedule

What is It will not! It will continue until the clients cancel it

200

The website we use to refer talent

What is a Refer/

200

The option to put the unpaid balance at the end of your loan 

What is Partial /Deferment option 
200

Will my auto pay transfer?

What is No, auto pay will not transfer. We will delete the auto pay prior to the transfer

200

client asks about construction loans

What is we would have to wait until the home is built

200

How can I tell if a clients bank/CU has stopped a payment?

What is there would be a note on the loan saying payment stopped

300

The system we use to see ques 

What is scoreboard 

300
The tag for transferring a call 
What is Next STEP additional Research 
300

What is the last date to start a recast?

What is It’s too late to start a recast as it takes about 45 days to complete this process. Reach out to the new servicer for more info.

300

We finance Co-ops in Michigan.

What is no

300

For Due 0 clients that does not want to make a payment and have payments received /transaction questions, which tags should we use in note

what is tag payment history 

400

The CEO of Rock connection 

What is Vic 

400

system used to do a check in 

what is the DUDE 
400

What will happen to payoffs sent to QL after the transfer date?

We will forward the payoff funds to the new servicer until 2/8. Anything received after that date will be returned to sender.

400

How do we disposition a call for a client with a mobile home?

What is Not Eligible - Property 

400

In interaction with client if we waived fee, do we note it or use a specific tag?

What is yes , waive fee option 

500

Our team relations specialist 

What is Renee Musurcia 

500

The option where it may change your terms

What is a modification

500

What will happen to paper checks sent to QL after the transfer date?

We will forward paper checks to the new servicer until 3/30/21

500

What should we do when a client calls in for someone else?

What is Submit a lead with the interested parties information 

500

Can someone not on the loan at all but able to verify info make payments? Can they only make one time payment or can they also set up autopay?

What is They can only make one time payments. They need to provide all banking info, be authorized on that bank acct, and provide the amount to pay. We cannot provide them any info