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Sales Support

Sales support- New Sales Verification (AC1)


Description
New Sales Verification

At this time before the sales rep calls in to complete the Welcome Call & Site Survey with the customer. We Complete Prep 1 and Prep 2. These are the new sales verification setups. Completing this allows us to catch mismatched information before the sales rep calls in. So we can get this fixed before the welcome call is completed. And drop the number of errors and cases opened up due to documents not matching when the welcome call is completed.
Content
  • New Sales Verification - Purpose
  • New Sales Verification - Loan Verification
  • New Sales Verification- Step By Step Verification For New Loans Part 1
  • New Sales Verification - Loan Portal Verification Part 2
  • New Sales Verification- Steps to complete Only for GOODLEAP
  • New Sales Verification - Loan Verification Project Note
  • New Sales Verification - CIA and Incentives Verification
  • New Sales Verification - Step by Step CIA & Incentives Verification
  • New Sales Verification - CIA & Incentives Project Notes
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 6 months
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