AIQ Pop Quiz!

Which docs do Closers need to apply an "Initial" Tag to at doc prep?
(Select all that apply)
Prelim
LE (if more than one)
Hazard Insurance
URLA
CD
4506
When uploading individual documents (like SASS or Seller Docs) you should use ADR (Automatic Doc Recognition)
TRUE
FALSE
When uploading a full set of signed docs, you should use ADR
(Automatic Doc Recognition)
TRUE
FALSE
Which Tag do you apply to LE's when there is more than one LE?
Unsigned
Signed
Bwr
Seller
What documents/doc names need to be renamed at doc prep and/or post closing?
(Select all that apply)
DO NOT USE
Junk
Internal
Bypass
Unknown
Which Tag do you check in each file to find the docs to be signed at closing?
Condition
Bwr Sign
Borrower
Pending - Borrower
Which Tag needs to be applied (post-closing) to the signed LOE's, tax transcripts, or any doc sent under the "Bwr Sign" Tag?
Signed
Condition
Borrower
Pending - Bwr
When you can't find a document or the most recent/current version, what can you do to view more docs, before reaching out?
Uncheck "Show Current Versions Only"
Check "Show Missing Documents"
Check "Show Latest Revisions Only"
Check "Show Decisioned Documents Only"
If you are looking for a document recently uploaded but can't find it, what should you sort your doc view by?
Stacking order
Alphabetical Order
Status
Upload Date
What are the 'hot-keys'/shortcuts for renaming a document? (3 options)
Ctrl + C
Right Click
Alt + C
Ctrl + Alt + Del
Alt + R
Select doc & press "Enter"
If you have uploaded a Final SASS but it is not showing, what do you do?
Uncheck "Show current versions only" and enter sort mode to split the true Final SASS into the correct bucket.
Ask TrainingHelp
Check "Show Missing Documents"
Check "Show current versions only" and hope it's the right one.
What is the 'hot-key'/shortcut for adding a Tag to a document?
Ctrl + T
Ctrl + Shift + T
Right Click
Ctrl + Alt + Del
Where should you search first before reaching out to AIQ Ambassadors or AIQ TrainingHelp?
MyKey
AIQ Sharepoint Site
Email
i5
0
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