Pay With Money Order
The client wants to mail in a money order Advise the client of the cost of the session. ($24 for CD, $20 for Uco, $20 for SSF) Provide the company name and street address. 219 SW Harvey Milk Street, Suite 200, Portland, OR 97204 Inform the client that payment must be received before we can […]
Locked Certificates
Attorney Pays on View (APV) When a client with an APV code finishes the counseling, the certificate is initially only sent to the attorney. The client’s account will display Attorney Pays on View under CD Billing. Attorney’s can unlock the certificates 2 ways. Opening the PDF from the initial email they receive when a […]
Debt Pull Retrieval Indicators
Indicators of Debt Pull Retrieval The creditor names for debts retrieved from a debt pull always appear in all capital letters. This is not necessarily an absolute way to tell if the client used the debt pull option, as the client could have been using caps lock. When logged in as the client, on their […]
Force Complete
Force Complete Checklist At least one spouse on the account must show Awaiting Counseling or Complete before the other spouse on the account can be force completed. The counselor must receive verbal verification from the client that needs to be force completed that they completed the course in its entirety. Counselors do not need verbal […]
Expense Reduction Tips
Utilities Turn down your heat or turn up your air conditioning when you leave your house for the day. If you have a programmable thermostat use it to reduce the amount of time your heater and air conditioner are running. Raise your thermostat in the summer and lower it in the winter by a few […]
Escalating A Call To A Manager
If a client wants to speak to a supervisor. Do your best to handle the situation yourself and assure the client you are happy to assist. If the call still warrants escalation or if the client is insistent, notify a manager by posting in Slack. When posting, be sure to include name, u number (if […]
Emailing Attorneys and/or Clients
DO NOT email any client or attorney from your individual Cricket Debt email account for any reason. Any outgoing email to a client or attorney should only be sent through a generic email account such as our contact, info, or waiver email accounts. If, for some reason, you think you need to send a client […]
Difference Between A Chapter 7 and Chapter 13
Chapter 7 Also known as straight liquidation – the debtor petitions the court to take non-exempt assets (those unprotected by law) and liquidate them to pay off one’s debts. If the debt exceeds non-exempt assets, those debts are generally forgiven, and the debtor is basically given a “clean slate.” Certain debts cannot be discharged, including […]