Video

Customer Care Updates: Training Tips & Best Practices - 5/20/21

Learn how to create forgiveness applications whether your client received their loan through Biz2Credit or a different lender.

Highlights of today’s customer care reminders included use of the underwriting (UW) notes functionality, use of the support resources for forgiveness engagement with clients (AICPA Forgiveness Services Matrix and Sample Engagement Letters), and new FAQs for forgiveness.