Video
Customer Care Updates: Training Tips & Best Practices - 5/11/21
As the PPP winds down, our training continues to focus on providing tips on PPP loan forgiveness. Note, forgiveness applications are open in the Portal and all forms and functionality is available. Keep in mind that the 8-week covered period must be met prior to submitting a forgiveness application.
Key questions and answers the customer service teams have been working through were also reviewed today, including:
- Support for DocuSign
- Yodlee trouble shooting
- Uploading new documents to client applications