Video

Customer Care Updates: Training Tips & Best Practices - 5/25/21

Today’s Forgiveness tips highlighted the crucial business and ownership details needed to generate an e-signature, as well as how to determine eligibility for forgiveness, including the required documentation for loans less than $150k.

We also shared insights on important topics including: Getting set up with a bank for the payment of agent fees, using underwriter (UW) notes for required documentation upload, resources to support forgiveness engagement with clients and updated forgiveness FAQs.