SSF OD Registration Process

Steps for SSF On-Demand Registration

• Ask the client their name and search for an existing account. 
• Ask probing questions to ensure you are signing them up for the correct course.
• Once it’s determined the client needs the Debtor Education course and has a bankruptcy case number, advise the client the counseling is offered over the phone or online.
  • Ask if they have internet access. If they do, upsell web counseling. 
• Verify the client has listened to SSF disclosures and has a case number.
  • If the client has not listened to SSF disclosures, transfer the client to SSF disclosures.
    • English – 6512
    • Spanish – 6513
• If an existing account is found, access the account and proceed with sign-up through that account by clicking on the Register for SSF On Demand link.
• If the client does not have an existing account, click on the New On-Demand client link and select the Solid Start Financial course.

• Ask the client if they would like to pre-qualify for a waiver.

• Complete all registration information.
  • Verbally confirm all account information is accurate.

• Course registration is complete once you click on Complete New Client Sign-up.
• Provide the client with the SSF OD phone number and  PIN number.
  • Detailed instruction for the OD Phone Counseling process is provided to the client on the recording.