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Thursday Inbound Calls and Payment Quiz

Total questions: 15

Worksheet time: 8mins

Name
Class
Date
1.

You must schedule your signings at least ____ hours ahead when entering them into the CRM.

a)

3-4

b)

7

c)

24

d)

1

2.

True or False: You should always initiate contact with a phone call

a)

True

b)

False

3.

After you created an offer, what is required in the notes section to make sure underwriting is aware of the correct time of the signing?

a)

Name, address &

email

b)

Time, time zone & state

c)

Name & number

d)

Number & State

4.

After you claim a lead, get your offer amount (based on address), and make successful contact with the lead, which button do you press first?

a)

Not qualified

b)

Valuation

c)

Contacted

5.

True or False: You never add a lead into the system unless they are a personal lead

a)

True

b)

False

6.

What is a reason why a lead may not be eligible for our program?

a)

The lead is not the homeowner

b)

Propery is listed on MLS for sale or pending sale

c)

The homeowner has a reverse mortgage

d)

All of the Above

7.

True or False: Agents are allowed to change the order of the valuation process from time to time.

a)

True

b)

False

8.

What do you multiply the valuation by to give the correct offer

a)

.0027

b)

.27

c)

27

d)

.03

9.

What is the minimum number of leads claimed per day?

(a)  

10.

What is the fastest and most efficient way for the client to get paid?

a)

Zelle

b)

ECheck

c)

ACH

d)

Check

11.

What type of property does NOT qualify for the HBA?

a)

Multiplexes 4 units and under

b)

Villas

c)

Single Family Home

d)

Townhome

e)

Mobile Home

12.

True or False: After getting off the phone with an inbound call lead you should enter the lead into the system

a)

True

b)

False

13.

True or False: The agent who receives the inbound call and presses 1 the fastest gets connected to the client 

a)

True

b)

False

14.

Which payment method requires a 1 dollar payment test to verify the customer account?

a)

Zelle

b)

ACH

c)

ECheck

15.

During the signing appointment, if the client has a concern or question regarding the HBA's terms. Whom should the notary contact in order to clear up any doubts? 

a)

Notary Team

b)

ASM

c)

Agent

d)

Agent Information Specialist