Across
- 3. When a customer is getting outside financing, we need to confirm the bank's physical location - what is another word for their physical location?
- 7. This hold is used when you, the agent, obtain all of the required WI information and now need to get the WI purchase documents sent to the customer
- 11. When we first receive a purchase check on a WI account, but the required WI information has not yet been obtained, what hold is placed onto the account?
- 12. If the customer advises you that they are not getting outside financing, what do you need to notate in a critical note?
- 14. Will bank's located outside of the state of WI have the special bank numbers the way Wisconsin banks do?
- 15. This is the special number that is associated with banks located in the state of WI
- 16. After you provide a purchase quote to a customer, should you proactively ask the customer if will be getting outside financing or using their own funds?
Down
- 1. What additional piece of customer information should you always confirm prior to creating a purchase quote?
- 2. How many sets of WI purchase documents are printed at a single time?
- 4. What is the mandatory $164.50 fee for that appears on all WI purchase quotes?
- 5. Can WI purchase documents ever be faxed?
- 6. What special status do we have to confirm on all WI credit applications that is not required for any other state?
- 8. What account alert appears on an account's Spine when the customer resides in the state of Wisconsin?
- 9. What do we need to receive first before the WI purchase documents can be mailed?
- 10. When a customer is getting outside financing, we need to confirm the bank's contact information - what is another word for their contact information?
- 13. This hold is used by back office to show that the WI documents were sent to the customer