POLICIES
What is one example of a DocuSign Document, you do need to still send out with the new signature authorization automation process?
What is reinstsment cases / what is authorization to release information.
Where can you look at transaction huistory?
What is the Dedicated Account tab, Transaction history.
What do you pull up first when dealing with month 1 clients?
What is enrollment summary?
CLIENT ACCOUNT HAS A RED COLOR INDICATOR.
WHAT IS A LEGAL ACCOUNT?
Who are the founders of FDR?
Who is Andrew Housser and Brad Stroh?
It is now in your job description to ensure a case is not only created but submitted and closed properly?
What is true
Name three of the major things that a client does not need to call us to do because they can do on the DashBoard?
Bank account change
Additional deposit
Enroll new debt
Increase program deposit
Upload documents
What tool is specifically dedicated to allow you to see cases that have yet to be closed?
What is Open activities
What documents are needed for an account recieve attorney attention?
What is a Summons & Complaints (S&C)
What year was FDR founded?
WHAT IS 2002?
CLIENT THAT ALREADY HAVE TPA ON FILE WITHOUT FORM, WILL NEED TO.
WHAT IS NEW THIRD PARTY AUTH FORM.
What document will you find a complete list of your debt’ s current creditor, original creditor, current balance at time of document, and account number.
What is the Debt Resolution Agreement .
What tool will show you hypothetical transactions and show how it will reflect?
what is what if
What Does LPN stand for?
Who is Legal Partner Network?
These signs represents:
Care, compassion, and empathy FDR has for our Clients, and on the other hand... We are designed to generate a profit so we can continue to stay in business, hire new employees, pay bills, etc.
Heart & Dollar sign
What is the most recent change to deposit modification cases?
What is selecting the client’s name
Name 3 of the document that we provide in the helpful document
ATC, Budget worksheet, creditor calls, FHS, stop auto pay letter, welcome guide
What tool will help you identify all of the fees scheduled?
What is Draft fees tab
What is the name of the new law firm we partnered with?
Cordoba Law Group (CLG)
What college do FDR associate with helping advance your career?
WHO IS RIO SALADO COMMUNITY COLLEGE
when doing third party authorizations what will need to be saved in phone notes?
What is type of TPA form and the TPA caller name
What document would you provide for a client who’s creditor keeps withdrawing funds from their personal account?
What is a Stop-auto-pay-letter
What tools do we use to send communications through salesforces to a client?
What is send correspondence (under related tab next to activities)
or
Activity History > Send an email
What is a POA, and what is it for?
Whats is Power of Attorney (POA) - Written legal authorization for one entity to act as an agent for another.
When in 2021 did FDR become Better Business Bureau Accredited?
September 9, 2021