Introduction (START HERE: PART 1)

Why are you watching this training video?

• To understand a new software

• To learn about a new hobby

• Because you have been selected to join the team

• To prepare for a school exam

What is the first thing you will learn in this training?

• The client onboarding process

• The application process

• How to secure funding

• The collection process

Who will guide you through the client onboarding process?

• The Marketing Director

• The Client Onboarding Specialist, Warner

• The HR Manager

• The CEO

What is the role of the client onboarding specialist?

• To walk you through the onboarding process

• To manage the company's finances

• To handle client complaints

• To secure funding

What is the purpose of the Metro 2 dispute templates?

• To increase the credit score instantly

• To add new accounts to a credit report

• To legally remove negative items from a credit report

• To update personal information on a credit report

What is the purpose of the credit repair process?

• To find new clients

• To increase the client's income

• To remove negative items from the client's credit report

• To update the client's address

What happens after a client's credit file is cleared of negative accounts?

• The client is given a loan immediately

• The client is asked to provide more documents

• The client is removed from the system

• The application process for funding begins

What is the next step after the credit file is cleaned?

• The client is given a bonus

• The client is asked to leave

• The application process for funding

• The client is given a new credit card

Why is reviewing client emails for responses from lenders crucial?

• To close and finalize loans from lenders

• To update the client's profile

• To ensure the client is happy

• To send promotional offers

What is required to finalize loans from lenders?

• Reviewing client emails for additional documentation

• A background check

• A personal meeting

• A signed contract