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WorksheetsDay 2 - Navigating CRM
Total questions: 10
Worksheet time: 6mins
How can you search for a client that you’ve just attempted to contact but haven’t reached yet in the CRM?
A) Type client’s name, phone, or email into the global search bar on the top left of the CRM
B) Go to client’s module and enter the client’s name, email, or phone number into the search bar
D) Go to the Offers module and enter the client’s name, email, or phone number into the search bar
C) Both A & B
Where within a client record do we go to mark the client as Do Not Contact (IE - they don’t want to be called or emailed again)?
Overview
Offer
Profile or from the Disposition Screen
None of the above
If a client has multiple Sales Processes associated with their record, each Sales Process should be tied to _______________________?
The clerk for the county
Each property the homeowner possesses
All of the above
None of the above
What is a recommended best practice regarding the use of agent notes in a client record?
Never write notes
Only write notes including the apt details on clients who set up an appointment to sign
Utilize the agent notes to document the valuation and offer amount on every record as well as any other important details
None of the above
What must you do after your Offer has been approved and your notarization scheduled, but BEFORE clicking the Client Signed button?
Confirm with your notary that the signing has been completed. All docs have been signed, stamped, and dated in necessary locations with photos of the homeowner(s) IDs.
Nothing
Add other property owners
None of the above
Which button in the CRM allows you submit for your client’s payment?
How do I let Underwriting know that my client has signed the agreement? (pick the best answer)
Call the hotline every 15 minutes to let them know.
I don’t do anything, the underwriting team already knows
I give the underwriting number to the client for them to call.
It's 3pm on a Tuesday and I am on the phone with a client and the client tells me that he can do the appointment on Saturday. What is my best response?
"Sure thing, I'll talk to you then!"
"I can do that of course, but this only takes 5 minutes and we can send a notary to anywhere you are, your home, workplace, even the local Starbucks. How does this evening work for you?"
"What time would be most appropriate on Saturday?"
"Ok, I will setup an appointment for you at 1pm on Saturday."
Where within the CRM can you go to access training and reference resources from the Google Drive?
(a)
You must schedule your signings at least ____ hours ahead when entering them into the CRM.
3
6
12
2
