Thursday Inbound Calls and Payment Quiz

You must schedule your signings at least ____ hours ahead when entering them into the CRM.

• 3-4

• 7

• 24

• 1

True or False: You should always initiate contact with a phone call

• True

• False

After you created an offer, what is required in the notes section to make sure underwriting is aware of the correct time of the signing?

• Name, address &

  email

• Time, time zone & state

• Name & number

• Number & State

After you claim a lead, get your offer amount (based on address), and make successful contact with the lead, which button do you press first?

• Not qualified

• Valuation

• Contacted

True or False: You never add a lead into the system unless they are a personal lead

• True

• False

What is a reason why a lead may not be eligible for our program?

• The lead is not the homeowner

• Propery is listed on MLS for sale or pending sale

• The homeowner has a reverse mortgage

• All of the Above

True or False: Agents are allowed to change the order of the valuation process from time to time.

• True

• False

What do you multiply the valuation by to give the correct offer

• .0027

• .27

• 27

• .03

What is the minimum number of leads claimed per day?

What is the fastest and most efficient way for the client to get paid?

• Zelle

• ECheck

• ACH

• Check