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WorksheetsOnboarding Process A-Z Training (START HERE: PART 2)
Total questions: 1
Worksheet time: 2hrs 44mins
1-15.
Answer the questions below after watching the video
What is the first step in the onboarding process?
Filling out a type form
Sending a welcome email
Scheduling a meeting
Reviewing the client's credit report
Why is it important to get the client's information correct in the type form?
To impress the client
To save time
To ensure accurate funding and credit repair
To avoid legal issues
What should you do if a client does not have their proof of address ready during the call?
Ask them to email it later
Reschedule the call
Ignore the requirement
Proceed without it
What should you do after the client completes the type form?
Call them to confirm details
Schedule a follow-up meeting
Send them a thank you note
Send them a DocuSign agreement
What is the significance of the client's EIN number?
It is used for tax purposes
It verifies the client's identity
It is required for credit repair
It helps in establishing the business as the employer
How should you handle a client's identification document to ensure it is acceptable?
Accept any photo they send
Ensure it is clear, not blurry, and shows all four corners
Only accept a scanned copy
Ask for a notarized copy
What is the purpose of the DocuSign agreement in the onboarding process?
To collect the client's financial history
To formalize the funding agreement
To verify the client's identity
To provide the client with a receipt
What should you do if a client asks about the commission fee during the onboarding process?
Tell them it varies
Refer them to the website
Avoid answering the question
Explain the 20% commission fee clearly
Why is it important to have only one person in the team contact the client?
To speed up the process
To avoid miscommunication within the team
To ensure the client feels comfortable and secure
To reduce workload
What should you do if the client does not provide a middle name?
Leave the middle name field blank
Guess the middle name
Look at their ID to find the middle name
Ask the client to create a middle name
What should you do if the employer information provided by the client does not match the credit report?
Ignore the discrepancy
Ask the client to change their employer
Update the credit report yourself
Inform the credit repair specialist
How do you calculate the annual income based on the client's monthly payments?
Multiply the highest monthly payment by 12 and then by 5
Add the highest monthly payment to the annual income
Divide the highest monthly payment by 12 and then by 5
Multiply the highest monthly payment by 10
What should you do if the client's Identity IQ account requires a payment update?
Ask the client to update their payment method
Ignore the issue and proceed
Create a new Identity IQ account
Pay the bill yourself
What is the standard monthly rent used for all clients?
$1000
$2000
$1500
$500
What is the default password for all new client emails?
defaultpass
thetruth01#
client2023
password123
