Action Codes
Call ended with you not being able to get a payment but client wanted you to remove phone number what Action Code would you use?
What is WTNR
what is 7-10 years
When offering the client the GUTD what discloser would you read?
what is the GUTD Disclosure
Pass or Fail:
Client said RFD is reduction of income, there are multiple accounts on file and agent did not open the account
What is Fail
Should you document when client states they are getting open heart surgery
what is NO
What would you action code on a Small Business Corporate Billed account, for all individual accounts having no balance or delinquency?
What is MEMO
The FA is only available when speaking too ____?
what is primary, co-applicant, guarantor or power of attorney (POA).
When offer reage to client what action code do you look for before offering?
What is DEMN action code
Pass or Fail:
Client states they know what charge off means so agent does not read CO disclosure?
What is Pass
When client it requesting for a call back should we document what time they are wanting their call and when?
what is yes
What action code would you use if RPC stated they a payment initiated within the past five calendar days and the payment is not visible in NGW.
What is PTPP
Client stated they are not paying their rent at this time what would we enter in the FA
what is what they are responsible for?
How many eligible payments are needed for reage?
what is 3-6 payments
Pass or Fail:
Client wanted you to remove 654-464-5715 but you ended up removing 616-461-3359
what is fail
is this accurate Documentation
client called in to make a payment of 250.00 schld payment for 10/20 client had reduction of income, is able to maintain 100.00 going forward set it up client was being rude over late fee said she will talk to a manager, complaint captured
what is no
How would you double action code with BKO and WTNR
WHAT IS employees action code using the WTNR first, exit the account, reenter the account to apply the BKO action code.
Client states that their housing payment is being covered by friends or family what would we enter while take FA
What is $0
Within the GUTD amounts the ___ and _____ are included
what is late fee and interest rates
Pass or Fail:
Agent is adding a new checking account we confirmed the mailing address and phone number
What is fail we have to confirm the name as well
When the client requests for Credit Assistance to speak to a third party, verbal authorization may be provided and documented for future calls.
True or false
what is True
If client accepts Settlement and phone maintenance is required what action code do you use?
What is STTL
True or False:
We can use clients anticipated income
Ex. Client states they are starting a new job in two weeks.
What is False
How long does the account have to be open when offering Reage?
What is 275 Days
Pass or fail:
Client states that they just lost their job and has no income coming in rn agent documents this
Client failed authentication tokens should we document that they failed them
Yes