Collections Account A-Z Training

Who is the company's lawyer mentioned in the video?

• Michael

• David

• John

• Todd

What is the first step when a client fails to pay within 30 days?

• Ignore the client

• Send a reminder

• Report to collections

• Consult with the lawyer

What should you do if a client ignores multiple reminders?

• Report to collections

• Send another reminder

• Consult with the lawyer

• Wait for a response

Before reporting a client to collections, who should you consult with?

• The client

• The lawyer

• The company

• The bank

What should be done after filling out the form?

• Email it to Todd

• Send it to the client

• Submit it to the bank

• File it in the office

Where can you find the client's funding agreement?

• In the docu sign

• In the client's profile

• In the office

• In the email

What should the subject line of the email include?

• Plaintiff vs Defendant

• Company's name

• Client's name

• Invoice number

What is the company's name mentioned in the subject line?

• The Truth Funding Capital Group LLC

• The Truth Funding Group LLC

• The Truth Holdings LLC

• The Truth Capital Group LLC

What should you avoid attaching in the email body?

• Client's ID

• Screenshots

• PDF documents

• Funding agreement

What should be included in the email body?

• Client's ID

• Client's funding agreement

• Screenshots of invoices

• All of the above