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Shared snapshot

Final Assesment

document on application level > phone call > contact center > other-must add notes > mark complete

Documentation on application page > phone call > contact center > payroll > brief description > mark complete

Documentation application page > phone call > contact center > rejection status questions > brief description > mark complete

if branch does not answer > check discrepancy documentation on application page using Universal Template and including pertinent information

Provide:

Associates can access to any income verification online @ theworknumber.com

  1. LESS THAN 6 MONTHS?

    • more than 6months * review the notes & activities, if the branch leaves a note that the applicant cant be activated, go by the note. if there are no notes available, call the branch to see if we can activate the application

    • less than 6months * read DNU script. if applicant request more details, contact the branch