Payments
Five9
IT
KO
Misc.
400

The largest amount that can be accepted by Ventanex.

What is $99,999.99?
400

The status you need to be in to receive a phone call.

What is 'Ready for Voice'?

400
The customer credentials needed to register their account online.

What are Name, Loan Number, SSN, and DOB?

400

What you should search in Knowledge Owl to find a list of common tasks we use on a daily basis.

What is Written Tasks?

400

The location of all out client contact information, including their landing page URL and customer support email address.

What is the PLS Matrix?

OR 

What is Knowledge Owl?

800

Meaning of the task CHHREV.

What is Cash Reversal?

800
An item or addition to an email that is required (within Five9) that is required with every single email sent to a customer.

What is the client closing?

800

The number for the internal support line.

What is 855-847-7662?

800

What you should search in Knowledge Owl to find a list of Online Letter Writer codes for letter-printing in MSP.

What is OLLW?

800

The format that DMS will accept a fax number.

What is only numerical digits with no spaces, dashes, periods, or parentheses?

1200

The Client ID used to sign into Ventanex

What is 5409?

1200

The order of operations when sending a fresh email.

What is:

1- select client profile

2-enter subject line (containing loan number)

3-enter body of email

4-add any attachments

5-disposition the email

6-notate SERN in MSP

7-copy email address from MSP and paste in Five9

8-Send

1200
When the IT support line is closed, this is the way to still receive support from out IT specialists.

What is opening a ticket?

1200

The method to use to search for a subject in Knowledge Owl.

What is enter the keyword in the search field?

OR

What is click on the subject's tile to find articles related to that topic?

1200

The screens in MSP that need to be updated when we receive a completed Third Party Authorization form.

What is MAS1/ADD3, LCOM, and MEM1?

1600

Meaning of the task CHHRSC.

What is cash research task?

1600

When providing a document to the customer per their request, this is the naming method we need to use when downloading a copy of their document from DMS.

What is none? 

OR 

What is [loan number] and document name? 

1600

The website that allows you to assist the customer with any issues they may be having logging into their account.

What is Servicing digital Admin?

1600

What you should search in Knowledge Owl to find contact information for any of our clients.

What is [client name] Information?

1600

ServiceMac's customer service phone number.

What is 844-478-2622?

2000

The requirements necessary to begin a biweekly drafting payment plan.

What is being paid ahead by 1 month and selecting a start date between the 1-15th of the month?

2000

The only time an email will leave your queue once it's been responded to.

What is when it's dispositioned?

2000
The task you should open when unable to resolve a customer's technical issues on your own.

What is TECHSU?

2000

The purpose of a News Flash.

What is to update the company on any procedural or process changes that have recently occurred?

2000

The fee associated with Bill-Pay payments.

What is $0 from ServiceMac?