
Client Email Review A-Z Training
Authored by Tayvon Carr
Business
Professional Development

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15 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the first step after successfully onboarding a client?
Scrub their credit
Start applying for funding
Contact the lenders
Review their emails
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the main goal of the client email review process?
To increase client credit scores
To finalize funding for the client
To update client contact information
To verify client employment
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of the Miller note board?
To track client payments
To update client contact information
To store client personal documents
To keep a record of applications and funding status
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Why is it important to submit documents to lenders quickly?
To increase the loan amount
To improve client credit score
To avoid withdrawal of contracts
To reduce interest rates
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
When reviewing client emails, where should you start?
From the most recent email
From the bottom
From the middle
From the top
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should be done if an email from a financial institution is not related to funding?
Forward it to the client
Delete the email
Mark it as spam
Ignore it and move to the next email
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What should you do if a financial institution requests additional documents?
Submit the documents after a week
Contact the client immediately
Ignore the request
Wait for further instructions
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