Customer Referrals SOP Quiz

What is the purpose of the SOP for Customer Referrals?

• To manage the corporate manager's responsibilities

• To ensure that referral coupons are adequately processed to mitigate fraud

• To issue referral cards to all customers

• To provide instructional guidelines for loan underwriters

Who is responsible for issuing referral cards?

• Quality Assurance

• Credit and Collections Manager

• Loan Underwriters

• Quick Stop branches and Executive Advance officers

What is the referral fee for EA Loans?

• $100

• $70

• $50

• $30

What action should CSR take if a customer does not have the referral card with them?

• Reject the customer's loan application

• Fill in the referral card for the customer

• Allow the customer to present the card at a later date

• Refuse to process the referral

What is the Document Type selected when adding a referral card to the customer account?

• Coupon

• Referral Form

• Customer Agreement

• Loan Application

What is the process for claiming referral funds for digital referrals?

• Send a physical referral card to the customer

• Print a receipt and attach it to end-of-day reconciliations

• Apply the funds to the referrer's account

• Verify the customer's account status

What is the purpose of the Digital Referral Portal?

• To issue physical referral cards

• To validate the portal for verifications

• To process loan applications

• To review all referees referred by the referrer

What is the process for sending the customer the digital referral link?

• Click on the 'Print' icon

• Click on the 'Save' icon

• Click on the 'Email' icon

• Click on the 'Text Message Icon'

What is the purpose of the End of Day Verification?

• To process loan applications

• To verify the customer's account status

• To issue physical referral cards

• To ensure that all cash transactions have a customer receipt attached

What is the purpose of adding the referral card/screenshot to the customer account?

• To process loan applications

• To validate the portal for verifications

• To ensure that referral coupons are adequately processed to mitigate fraud

• To review all referees referred by the referrer