Client authorization

How many attempts do you have to do per client per day?

• 1

• 2

• 3

• 4

What would qualify as an attempt?

• Email and text

• Call only

• Email and call.

• Email, call and text

Which template do you send to the client with the details of the offer?

• Settlement offer authorization

• Settlement authorization Docu_sign

• Settlement authorization offer

As per the script what do you need to ask to confirm the client's adentity

• Name and full SSN.

• Name and email.

• Name and last 4 of SSN.

• Name and phone number.

Where do you go and which notes template do you select when you obatin the authorization from the client?

• History + notes + Settlement authorization obtained from client.

• History + notes + Settlement authorization attempt.

• History + notes + Settlement authorization needed.

How many attempts can you do in a account?

• 40 attempts

• 50 attempts

• Until the due date of the offer

• 2 days before the due date

Which is the settle amount?

• $907

• 2451.24

• 935.50