Guidance for Recurring Issues
Scenario 1 Clients listed more than one mortgage, but the second mortgage only reflects the debt balance and not the mortgage payment amount. Counselor Action If the missing payment is the only thing wrong with the budget, the counselor will push back to ask for the payment amount. Example: Before we can proceed, please […]
Phone Counseling (not OD)
Account Verification For account security, please verify the last 4 digits of your SSN & your zip code. Expectation Just so you know what to expect, I will review the information you entered, provide my recommendations and then complete your counseling. Give me a moment while I review your budget. Budget Based on the information […]
Counselor Aid for WC Handling
Do I have enough/good information in the budget to make a recommendation? Yes > Send the BA based on the current numbers. No > Are 1-2 relevant entries missing/questionable and can easily be asked of the client? Yes > Send a message to the client for the missing entries. No > Use Issues Identified process. […]
No U.S.P.S. Option for Certificates
Effective 3/30/21, clients will no longer have the option to have their certificates mailed to them via U.S.P.S. Cricket, Urgent, and Solid Start will still show the “mail cert” option but it will no longer work and we will only offer to send certificates via fax or email. Clients with no email or fax access […]