Intake Day 5

What is the first thing you should do when you open up your computer?

Feedback in the Feedback form is Anonymous

What is a soft pull?

You should not change your Dialpad and Google status when going on your paid 15-minute break.

When will be starting on the phones?

Dialpad had a call come through the wrap-up time and you missed it what do you...

How many missed calls are we allowed to have in 1 month

Do we have an income minimum requirement

When do give out the Opportunity Owners phone number?

How do you win call of the week?

If you find you need to step away to use the bathroom

When you are going to take your 15 mintue paid break what button to you hit?

You should stay quiet when someone is giving you pushback on the Social Security Question

Can we change the loan amount that was offered to me?

You never check the Box to make a new lead in SalesForce

What do we do when a client calls in and tells you they want a callback time but they hung up the phone?

What is the website for Federated Funding Partners?

What is the frist thing you do when your internet is running slow?

What is a Joint Application?

What is the alternative question for someone who does not know their income?

When someone calls in for TMO what do we always need

When do we need to make a call back to the client

What are Nectar Points?

What is the number for Century Services?

Sick time gets rolled over into next year

What do we do when we call back a client but they do not answer

We have a client calling in and missing the full SSN what do we do

What are the 5 Basics?

What do you do when you're stuck on a call after your out time?

We need to comfrim the clients phone and email two times on each call