Canada
This is the only method of payment accepted on Canadian accounts.
PhonePay (Bank Account)
This is the note used when a current customer calls in to ask a question regarding their account.
Customer Called In — Verified Info
This is the tab in NLS that can be used to navigate to PhonePay, Account Locator, and EasyFile.
Detail 2 Tab
This is the fee that can be waived without SOD approval when customers are setting up automatic payments.
Phone Processing Fee
TCPA cannot be updated unless a clear ________ is received.
"Yes"
_________ is not solicited on Canadian accounts.
TCPA
This is how we send the Portal Solicitation email to B2.
Customer Email Request Form
This is the field on the Main Tab that tells us the customer's Amount Financed.
Curr Loan Amt
These two items must be verified on EVERY payment, regardless of payment method or frequency.
Billing Address & Authorized User
An inbound customer with a PCSP account with a 10-day Grace period that is 11 days past due must be sent to which line?
Special Handling
Canadian customers are never subject to what type of fee?
Premium Service Fee
This is the note used when a customer claims their merchandise is no longer working.
Consumer Concern — Open
"ELOCKBOX" means that the customer made a payment via...
Their bank's BillPay service
This is the only type of credit/debit card that we do NOT accept.
American Express
This is the line utilized when an EasyRest customer of Distributor 3023 has a concern regarding their merchandise.
EasyRest Customer Service Line
Canadian accounts, regardless of product, always have a ______-day Cancellation Period.
10
This is the note that must be utilized when a customer identifies themselves on a Courtesy call and hangs up.
Courtesy Call — Contact
"ND", or "Non-Dialer" status, is the status an account is placed in when...
The customer has requested a calling time-restriction (i.e. Only call M-F, never call Sundays, only call before 5pm)
List 3 benefits of automatic payments
Free, Flexible, Avoid Postage Fees, Prevents Late Fees, Prevents Having to Call in Monthly, Prevents Calls
A ________ ________ state dictates that even if a spouse did not sign a credit application or contract, as long as they were married to the buyer at time of sale, that they are just as responsible for the account.
Community Property
This is the only credit bureau PCI reports to in Canada.
Equifax
If a customer's name is spelled correctly on the credit application but incorrectly on NLS, this is the form that would be submitted to correct the mistake.
Customer Contact Change Form
This is the name of the Level in NLS where the customer's email address can be accessed and updated.
CIF Level
In PhonePay, this is the frequency option that must be selected when a customer wants their payment to run every 4 weeks.
Quad-Weekly
On a Revolving account, payments made in addition to the minimum within the monthly billing cycle apply to _______.
Principal