Worksheets022421
Total questions: 7
Worksheet time: 5mins
We will send a Funding Summary Card Guide to Team Kory's clients once Funding is Complete.
True
False
When do we update the Inquiries tracker?
Every after application
The day after we do the application
Once we confirm that there's a decision with the application
Every MWF
Client Check: How much total funds we got for Erik Fawcett?
$25,000
$2,500
$32,000
None of the above.
Client Check: Albert Cote completed funding with $2,000, because?
Client Check: If we hear no response from Barbara Moody by end of the day, what Funding Status should we have for this client?
Funding on Hold
Unresponsive in Funding
Funding Canceled
None of the above
Client Check: The processor did complete the Housekeeping prior to calling Yisroel Vegh for onboarding.
True
False
Client Check: In the situation that Key Bank approves the stated amount, how much Stephen Laughlin is getting in total?
$41,500
$43,500
$51,500
None of the above
