Client Onboarding and Credit Processes

This training video is designed for new team members, guiding them through essential processes for securing funding and delivering services to clients. It covers client onboarding, credit repair, application for funding, email review, and documentation. The video also explains invoicing and the collection process for unpaid debts.

What is the first step in the training process?

• Credit repair process

• Collection process

• Client onboarding

• Application for funding

Who guides you through the client onboarding process?

• The client onboarding specialist

• The company lawyer

• The credit repair specialist

• The funding manager

What is used to legally remove negative items from credit reports?

• Credit score analysis

• Metro 2 dispute templates

• Loan applications

• Debt consolidation

What must be done once a client's credit file is clear?

• Proceed to the application process

• Start the collection process

• Issue an invoice

• Open a savings account

Why is reviewing client emails crucial?

• To repair credit

• To issue invoices

• To start the onboarding process

• To finalize loans

What is required by all Partner Credit Unions for finalizing funding?

• An invoice

• A loan application

• A savings account

• A credit card

What is the next step after a client receives funding?

• Review client emails

• Start the credit repair process

• Issue an invoice

• Submit a collections ticket

When is the collection process initiated?

• When an invoice is issued

• When a credit report is cleared

• When a client refuses to pay

• When a client is approved for funding

What happens if a debt remains unpaid?

• It is ignored

• It is reported as a collection account

• It is forgiven

• It is transferred to another lender

What is the final step in the training process?

• Client onboarding

• Credit repair

• Collection process

• Application for funding