
FUW - Softskills Training
Authored by Jonathan Balbuena
Other
Professional Development
Used 45+ times

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8 questions
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1.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of the standard introduction script in the preparation for the merchant call?
To provide information about Makenzie Capital
To guide the merchant through the final underwriting process
To confirm merchant's preferred language only
To discuss additional information needed for the process
2.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Which of the following is NOT a piece of information to be confirmed during the discovery questions phase?
Full legal name of the business
Bank account information (Last 4 Digits of Account)
Merchant's preferred language
Physical business address
3.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What action should the merchant take after confirming references during the acknowledgement questions phase?
Wait for Makenzie Capital to contact the references
Contact the references to inform them of potential calls
Ignore the references and proceed with the call
Choose the preferred method of receiving funds
4.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the appropriate response to a merchant's concern about not wanting their landlord to know about the funding request?
Advise the merchant to cancel the process
Reveal the funding amount to the landlord
Assure the merchant of privacy and suggest sharing lease evidence
Disregard the concern and proceed with the call
5.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
Why is having control of the call considered pivotal for One Park and McKenzie according to the provided information?
To showcase condescension
To instill fear in the merchant
To establish trust and professionalism
To extend the duration of the call
6.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of clarifying the call promptly at the beginning of the conversation, according to the information?
To confuse the merchant
To set a productive tone and resolve issues quickly
To extend the call duration
To avoid specific questions
7.
MULTIPLE CHOICE QUESTION
30 sec • 1 pt
What is the purpose of using open-ended questions in the conversation?
To obtain specific information
To encourage detailed responses
To interrupt irrelevant discussions
To put the customer on hold
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