Ver
The amount of time it should take for us to respond to the rooms sending a deal
1-2 Minutes
"Client didn't pass Ver, said she didn't want to go through with the program. Informed her you all may reach out to reclose"
The status should be this on the room spread
Back to Room
The client is complaining about how many times they need to verify their information again
"I understand your frustration, this is the last time we'll have to go through it, I'll make it quick"
Our Customer Service Number
855-453-9133
The department clients speak with to go over cancelling
Retention
The first and most important part of ver
The Disclaimer
"Client doesn't seem to recall what we're going over, I've had to repeat myself numerous time"
The status should be this on the room spreads
NQ
The client thinks we're a scam
You’ve provided some pretty personal information thus far, why would we be speaking with you if we just wanted to scam you? Why go through such hassle..
With all due respect, your financial situation doesn’t make you an ideal target for identity theft or any type of fraud. I know I can help you turn this situation around, and I am certain I can do so. Will you help me do the best job I can at helping you today?
Our hours
Monday-Friday 10am-6pm EST
The department clients speak with to go over docs we have mailed out to them
Documentation
The DOB Year cutoff for clients
1945+
"Client said she doesn't think this is real and thinks we're a scam"
Should be this on the room spread
Back to Room
BBB Related question / why aren’t we accredited?
BBB accreditation is actually a paid membership, meaning businesses have to pay to receive the accreditation status. While we’ve chosen not to pursue that, what really matters is our track record and client satisfaction. We have a 4.5-star rating based on real customer experiences, and we focus on delivering results rather than paying for a label. Our priority is providing excellent service, and our reviews reflect that.
Our Mission statement
Our mission is to help our clients get rid of debt, save more money, & improve your overall credit worthiness!
The amount of time I have been working at Sunshine Capital
7 Years
A response to a client asking how we got their information
Your information was transferred from the referral company you were speaking with, to assist you with getting out of debt!
"Client Name || No answer x3"
Should be this on the room spread
RNA
Why do I have to speak with so many people? OR How many more people do I need to speak with?
Mr._____/Mrs.______, we are a small financial firm, I can assure you won't go through what you experienced prior to working with us ever again. You’ll work directly with a financial coach 1-on-1 as long as you’d like.
What we promise clients in regards to the services offered
We take Full Responsibility
The colors associated with our company
Blue and Yellow
If a client asks if they have to pay the service fee out of pocket up front
No, the service fee is applied to the card and it is then enrolled into the program
FC Said "Client Name || $1200 went through, docs signed online"
Should be this on the room spread
APPROVED
Why do I have to pay upfront?
You're paying for the coach's skill and knowledge to help you. We don't want to become another creditor or company you owe so we collect all payment in full upfront.
Financial coaching is time intensive, you're paying for the skill and knowledge of SC to help you escape a bad situation. We require payment to be made prior to SC implementing any of the strategies gone over because we know the cost for our program is far outweighed compared to the thousands of dollars we will help you SAVE
The state we are based in
Florida
Another name / title for our company - General
3rd Party Financial Solutions Company