Submitting Docs To Banks A-Z Training

What is the main focus of the training video?

• How to reply to lenders after onboarding clients

• How to apply for funding

• How to onboard new clients

• How to clean credit reports

What is the first step after onboarding a client and cleaning their credit?

• Replying to lenders

• Submitting documents

• Applying for funding

• Reviewing emails

What is the purpose of the Orange Box?

• To communicate with clients

• To store client information

• To compile all required documents from various banks

• To track loan application status

Which document is NOT typically required by most credit unions?

• Client's birth certificate

• First two pages of 1040 tax returns

• Driver's license

• Most recent paycheck stubs

What is the overarching viewpoint for document requirements?

• Documents are not necessary

• Only one document is needed

• Most banks require similar documents

• Each bank has unique requirements

What should you do if a client's driver's license picture is not clear?

• Submit it anyway

• Ignore the issue

• Ask the client to take a better picture

• Edit the picture yourself

What should you do if another bank requires additional documents?

• Ignore the request

• Send a partial set of documents

• Only send the required documents to the specific bank

• Send all documents to all banks

What tool does the trainer recommend for drafting professional emails?

• ChatGPT

• Google Docs

• Microsoft Word

• Grammarly

What is the first step in replying to a bank via email?

• Open a new email

• Call the bank

• Hit the reply button

• Attach the documents

What should you include in the email when replying to a bank?

• Only the documents the bank requires

• A summary of the client's information

• A list of all banks involved

• All documents you have