Removing Customer Card from Account in Loan Pro
Introduction Why Remove a Card? Occasionally, you may need to remove a customer’s payment card for account management purposes. This
Introduction Why Remove a Card? Occasionally, you may need to remove a customer’s payment card for account management purposes. This
When processing payments in the LP Queue, please ensure the following requirements are met: Collect Due Amount: Attempt to collect
Introduction Frequency changes accommodate customers’ preferences for adjusting payment cycles. Why Frequency Change? Frequency changes allow flexibility for customers in
Processing an EBO (Early Buyout) in Loan Pro Introduction EBO allows customers to pay off their loans before the
NB All sentences written in RED must be read verbatim. [Agent]: Hi [Customer Name], This is [Agent Name] from Own Lease. How are
NB All sentences written in RED must be read verbatim. [Agent]: Thank you for contacting Own Lease. This call may be monitored or recorded for
Kustomer will not display any HTML formatting in the conversation. If you need to view it in its original format,
Website: http://electrofinance.com Email: support@electrofinance.com Phone: (800) 339-8512
Step 1. Create escalation using the relevant template. (Templates are in Snippets and KB Article titled Escalation Templates) Step 2.