Account for this
The minimum deposit required to open an account at BOK Financial
What is $50
This allows the customer to make purchases on credit and repay later to help build credit.
What is a credit card
This program is used when filing a dispute.
What is Trips
This is done when a customer tells a banker that they want to apply for a HELOC.
What is send a referral to a mortgage banker
After a HELOC closing has been signed by the customer, they have this many days to cancel the HELOC.
What is 3 days
This is required along with the signed documents when uploading them to the ADR SharePoint.
What is the account checklist
This is the minimum credit score required for a New Auto loan.
What is 635
This is given to customers that have filed a dispute less than $2500.
What is provisional credit
This program allows clients to lock the interest rate on a portion of or outstanding balance on their loan.
What is smartlock
Send this when requesting to close the account of a deceased owner.
What is a detailed email including the death certificate
This is a convenient checkless account for clients who prefer a simplified fee structure.
What is opportunity banking
This is required from the customer when they are disputing a BOK Financial credit inquiry.
What is a written request for research
The number of debit cards that a customer can have for a checking account under one profile.
What is one
This form shows the amount of interest paid by the client toward their loan.
What is Form 1098
This service is used to replace Official Checks.
What is Miscellaneous Transaction out
This action is not available when linking an IOLTA account to a personal username on the online platform.
What are transfers
First time CSM users and employees that transfer locations must change this before submitting an application
What is the loan source
When a customer calls into the bank to conduct business over the phone, this must be completed before beginning work.
What is over the phone authentication
This clause identifies the lender as having interest in any claim as a loss payee.
What is the Mortgagee Clause
You would email Monetary Risk Operations and copy Joshua Austin, Lauren McCain, and Transaction Processing to complete this
What is correcting a bond redemption error
This ends upon written revocation by the renter(s), death of renter(s), guardianship appointment, bankruptcy, or court order.
What is Deputy Authority
This Credit card offers $100 in statement credits for the TSA PreCheck or Global Entry application fee
What is the Visa Reserve Rewards+ Card
This provides the legal framework for the creation of substitute checks, which can be used in place of the original paper check
Check 21 Act
This is the interest ceiling for a standard HELOC.
What is 18%
This function of Trips allows you to have statements sent out to a customer that request them over the phone and will even combine statements.
What is Statement Reconstruction