Video
Customer Care Updates: Training Tips & Best Practices - 5/27/21
Refer to this session for tips on:
- The forgiveness application journey
- Using the forgiveness calculators
- Understanding the documentation, you’ll need.
- How to complete a forgiveness package (for use in the case of submission to another lender if your client not funded by Biz2Credit in draw 1)
If you are looking for where to view your agent fee payment, this was covered in today’s Customer Care Reminder section. Additionally covered: using underwriting (UW) notes or contacting customer care for help, resources to support forgiveness engagement with clients and updated forgiveness FAQs.