Walk It Like I Talk It
The loan will help boost this at a much faster pace
What is Credit-worthiness?
These emails are currently not in use and clients should change them to receive docs for the loan opportunity
What is a .net email?
Correct number is dialed, but client is not currently available to talk, not verified
What is Wrong Party Answered?
This person is authorized to listen to details about the program on the clients behalf
What is an authorized speaker?
When starting out for the loan, this type of credit check is needed
What is a soft-pull?
What is the transactions tab?
Client disconnects the call during transfer
What is Attempted Transfer?
The email address the client will be receiving the offer letter from?
What is customersuccess@beyondfinance.com?
What is 60 days?
Client must wait a minimum of 90 days if they have been ______
What is declined?
This disposition will be used when a client calls in for a CSD related question
What is Transferred to CSD- Wrong Transfer?
29 days after approval, if final documents are not submitted then the clients application will be _____
What is expired?
3 benefits to the loan opportunity
(Answers may vary)
3 things you need to verify before transfer
What is the SSN, address and email?
Disposition for when a client wishes to speak for a specific ALO
What is Assisting Above Agent?
This person has documentation stating they are allowed to make financial decisions on a clients behalf
What is a Power of Attorney?