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Financial Training Quiz
Test your knowledge on our financial training guidelines with this comprehensive quiz! Whether you're a seasoned professional or a newcomer, this quiz covers essential topics to ensure you're well-prepared to assist clients.
Key topics include:
- Settlement processes
- Client communication
- Payment management
When will the client receive their first settlement
When they call the creditor
When they pay off the account
When the account has enough funds and the accounts have been 90-120 days past due
When the client has enough funds in escrow
Which one of this icons should I use to generate a ticket
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0
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0
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0
If the client is calling to cancel their account, what should I do?
Email the cancellation team
Email the affiliate team and inform the clt of their cancellation text and refund status
Cancel the account
Tell them to call their sales representative and ask them to close the account
Which tab contains the subtab "documents"that contains the client's copy of the contract
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0
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0
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What is the purpose of the "summons delay"
It is used to help the clt safe more funds
It is used to help the client change their court date
It stops all court processes for the summons
I agree
How can I get the estimated payoff amount for a settlement if the client wants to pay it off?
Send an email to the affiliate team
call the creditors and ask them
Add all the drafts client has left in the program
This is not offered we cant pay it off early
Where can I view all the text messages the client has received from us?
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0
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0
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0
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If the client forgets their portal password we can not reset it anymore added!
True
False
What is the correct order of steps to change the clients schedule?
Click the debt tab, and add a payment
Notate the file with this information so the team can know about this changes
Click the debt tab, click bulk edit tab and click on full schedule change
Click on the program tab and change each payment individually
Where can I find detailed information about settlement payments?
On the "profile" tab
On the "debt" tab
On the "view settlement" tab
On the "funds" tab
I should have the third party processor websites open when reviewing payment information with clients
True
False
What should I check for before I processed a "skipped" payment for a client
I should check if the client has active settlements
I should check the debt tab and make sure the enrolled debt is more than $7500
I should ask the client to call their third party processor will allow them to skip
I should skip the payment
If the client can not afford the payment for their next draft we can offer solutions
True
False
Which is the ticket I should use to set up a monthly follow up for a client?
Summons update
Mail ticket
Request to send doc
Client contact
What is the priority ticket used for?
To prioritize profiles
To determine the time frame for settlement of the summoned account
To answer summons questions
To mark the profile as summoned
When I call on a ticket but do not receive the information necessary to complete it, I can notate it and :
Delete it
Send it to the ticket owner
Notate it and change the date
Assign it to a different team
The only tickets we can work on are the "PRS" tickets
True
False
Which one is the only team that does not need a warm transfer?
Creditors
Negotiations
Settlemnt auth
Loans
We need to have the copy of the stament, in order to add a new account to the profile
True
False
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