CUBS Basics
What command will you use to pull up all of the notes on the account?
3 ENTER
What status means we have no phone numbers?
SKP
What is always the first step in documenting a debtor contact?
Talked to Debtor Action Code
What command should you use to send a Pay Near Me text?
XPNM
Where do you go to change the desk number on an account?
9 Screen
What command will you use to pull up imaging?
MG
GDN
What CUBS screen will you use to update a debtor's mailing address?
9 Screen
What two action codes should you use to document a Pay Near Me text was sent and you received authorization to communicate via text?
774 and 775
What is the name of the Excel sheet that contains your action codes, scripting information, documenting accounts instructions, etc?
Agent Quick Guide
What command will you use to pull up the Inquiry Options menu at the ENTER ACCOUNT # prompt?
=
What status should you use if the debtor filed for bankruptcy?
What action code should be used any time a debtor disagrees with or disputes the balance in any way?
143
What action code should be used to send accounts to support for documentation requests such as invoices and contracts?
413
What macro code will you use to replace your SKP address with your primary address if you have a mail return?
,310
What CUBS screen will you use to see the settlement authority on an account?
W5
What command should you use to see a brief explanation of a status that you do not recognize?
SD
Where should you go to update important note lines?
Tickler
What action code should be used to send accounts to high priority support for direct payment confirmation?
414
What should you do if you come across a CUN status?
Get your manager
What is the difference between an action code and a macro code? PERFECT answers only!
Action codes do not have commas- Enter them in the notes. Macro codes have commas- Enter them at the CMD prompt.
What are your 4 money wips? PERFECT answers only!
PTP, PAY, HOT, BRK/NSF
What macro code should be used any time a manager gets involved in your call for any reason?
,323
What wip will you use to review documents you receive back from support?
Priority 5
What are the 4 personality types under the Platinum Rules?
Director, Socializer, Thinker, and Relator