Lease Info
Where can you find the first early purchase option length?
Under lease details > Today's purchase amount > First early purchase option length
Where do you click to add a new email, phone number, or authorized user?
Customer info > The plus sign next to email, phone, or authorized user
Under what tab can you find the lease description?
Under lease details!
Where can you find the customer's purchase amount after tax?
Lease details > Todays purchase amount (the amount that is a smaller font) OR Closing actions > Purchase > Execute purchase
How do you change a customer's account from direct deposit to printed checks?
Customer info tab > clicking the edit button on personal info > scrolling at the bottom
Where do you find the customer's tax rate?
Under tax info > Rental tax rate
Under what tab can you find Liability Damage Waiver (LDW) and Benefits Plus information?
Optional services OR Other actions > Optional services
How do adjust ONE individual scheduled payment date?
Payment actions > Payment schedule > Change payment date
How are you able to see when a frequency has been changed?
Payment actions > Pymt Schedule > Schedule History OR under the notes section from the previous agent OR under the activity
Under what section can you find the Second early purchase option Discount?
EPO overview
How do you place a customer on the first early purchase option plan?
Closing actions > Purchase > First early purchase option plan > Read the script and activate
What information is displayed on the header?
Customer's name and lease #, PP, freq, nx pd, nx pymt amt, Fepo EXP
What personal information of the customers are you NOT allowed to change on the lease?
The customer's social security number, address, DOB, and the name if its off by 2+ letters
How do you adjust a customer's primary payment method (PPM)?
Payment methods > Click "show all" under the ACH or CC (depending on what the customer wants) > Find the correct payment method and click "Set as Primary"
What are the four rules when adjusting someone's frequency?
1. They've made a payment since their last payment change. If not that would be considered a double frequency change and we are not allowed to do so!
2. If there is a PP, will it clear? It must, in order to make the change!
3. Is it the first payment date? You need supervisor approval for this.
4. Does the system allow what the customer is wanting? There is only so much the system will allow!