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WorksheetsThursday Inbound Calls and Payment Quiz
Total questions: 15
Worksheet time: 8mins
You must schedule your signings at least ____ hours ahead when entering them into the CRM.
3-4
7
24
1
True or False: You should always initiate contact with a phone call
True
False
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?
Name, address &
Time, time zone & state
Name & number
Number & State
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?
Not qualified
Valuation
Contacted
True or False: You never add a lead into the system unless they are a personal lead
True
False
What is a reason why a lead may not be eligible for our program?
The lead is not the homeowner
Propery is listed on MLS for sale or pending sale
The homeowner has a reverse mortgage
All of the Above
True or False: Agents are allowed to change the order of the valuation process from time to time.
True
False
What do you multiply the valuation by to give the correct offer
.0027
.27
27
.03
What is the minimum number of leads claimed per day?
(a)
What is the fastest and most efficient way for the client to get paid?
Zelle
ECheck
ACH
Check
What type of property does NOT qualify for the HBA?
Multiplexes 4 units and under
Villas
Single Family Home
Townhome
Mobile Home
True or False: After getting off the phone with an inbound call lead you should enter the lead into the system
True
False
True or False: The agent who receives the inbound call and presses 1 the fastest gets connected to the client
True
False
Which payment method requires a 1 dollar payment test to verify the customer account?
Zelle
ACH
ECheck
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?
Notary Team
ASM
Agent
Agent Information Specialist
