Client Email Review A-Z Training

What is the first step after successfully onboarding a client?

• Scrub their credit

• Start applying for funding

• Contact the lenders

• Review their emails

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

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

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

When reviewing client emails, where should you start?

• From the most recent email

• From the bottom

• From the middle

• From the top

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

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

What is the significance of the 'approval summary' column in the Miller note board?

• It tracks client payments

• It shows the total approved funding

• It records client feedback

• It lists client personal details

What should be done if a financial institution requests a membership for loan approval?

• Ignore the request

• Contact the client to create a membership

• Submit the application without membership

• Wait for further instructions

What action should be taken if a client is denied for a credit card?

• Reapply immediately

• Update the Miller note board with the denial

• Contact the client for more information

• Remove the financial institution from the Miller note board