Teams
The customer's journey begins with one of Debt Resolution Providers.
Please name one of our providers.
Beyond Finance or Five Lakes Law Group
In this status, we have collected all or some of the basic information from the applicant.
BASIC_INFO_COMPLETE
Do we charge a prepayment penalty?
No
True or False
You will only be receiving inbound calls throughout the day?
False
This team is responsible for transferring eligible applicants to the AGL team.
What is the name of the team and which partner do they transfer leads for?
IPL team and Beyond Finance
In this status, the applicant has seen their offer.
OFFERED
How long will it take for loan proceeds to be deposited into the Dedicated Debt Resolution account?
1-3 business days
We must perform which type of transfer when transferring a call to another department or agent?
Which team will assist in collecting needed documents and review them for approval or decline of the application?
Verifications
In this status, the applicant has signed their loan agreement.
ONBOARDED
What percentage is our origination fee?
5%
At some point in a warm transfer, you will talk to which parties?
Both the receiving agent and the applicant
What is the name of the team that will assist applicants from the very beginning of the application funnel?
AGL
In this status, an applicant has selected an offer and needs to either link their bank to Plaid or upload needed documents to their portal.
PENDING
What year was Above Lending established in?
2021
What team can assist an applicant once they are onboarded?
Customer Care
In this status, the application is approved but the applicant has not yet signed their onboarding documents yet.
APPROVED
What is the name of the product/loan that we offer to customers?
The Above Graduation Loan
Tip to remember, we’ll always want to wait how long before manually disconnecting a call?
5 seconds