ZHL Pathway Practice

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A phone scenario will appear on the screen. Steps will appear below the scenario on cards. Align the cards from left being the 1st step to right being the next step in the correct order to move forward.

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Rachel Berman

Estados Unidos

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ZHL Pathway PracticeVersión en línea A phone scenario will appear on the screen. Steps will appear below the scenario on cards. Align the cards from left being the 1st step to right being the next step in the correct order to move forward. por Rachel Berman 1 Happy Path: Beth has called us on a new inquiry by dailing the phone number she saw on Zillow. Confirm Beth's number Greet Beth, saying complience sentence "I'm calling on behalf of Zillow Home Loans, on a recorded line for qulaity purposes." Dispo the case as ALT Confirm Beth's full name Confrim state of interest Let Beth know your placing her on a short hold Confirm Beth's email 2 A touch 1 has been delivered to your tray. You notice we have all of Beth's information. Dispo the case as ALT Let Beth know your placing her on a short hold Confrim State of interest Greet Beth, saying complience "I'm calling on behalf of Zillow Home Loans, on a recorded line for qulaity purposes." 3 Beth responded via text that she is in a meeting and can not take a call right now. Assumptively schedule a call 2 hours out Send scirpt, "I'll call you" Dispo Call Later Acknowledge Beth 4 You recive a Call Later task. You call Beth and she answers our call saying she is still busy. Send Beth answered and asks us to call them later SMS. Confrim a new call time and date with Beth before ending the call. Disposition Call Later 5 You receive a task with the banner: LTA: LTA FindLO Failed and identity no LO is attached to the case. The case has failed once and the time is 1:34PM PST. Beth is on the line, what happenes next? Add internal note: FindLOFailed (FLOF)x1 Dispo Call Later Reschedule with Beth for the next day.

ZHL Pathway PracticeVersión en línea

por Rachel Berman

Happy Path: Beth has called us on a new inquiry by dailing the phone number she saw on Zillow.

Confirm Beth's number

Greet Beth, saying complience sentence "I'm calling on behalf of Zillow Home Loans, on a recorded line for qulaity purposes."

Dispo the case as ALT

Confirm Beth's full name

Confrim state of interest

Let Beth know your placing her on a short hold

Confirm Beth's email

A touch 1 has been delivered to your tray. You notice we have all of Beth's information.

Dispo the case as ALT

Let Beth know your placing her on a short hold

Confrim State of interest

Greet Beth, saying complience "I'm calling on behalf of Zillow Home Loans, on a recorded line for qulaity purposes."

Beth responded via text that she is in a meeting and can not take a call right now.

Assumptively schedule a call 2 hours out

Send scirpt, "I'll call you"

Dispo Call Later

Acknowledge Beth

You recive a Call Later task. You call Beth and she answers our call saying she is still busy.

Send Beth answered and asks us to call them later SMS.

Confrim a new call time and date with Beth before ending the call.

Disposition Call Later

You receive a task with the banner: LTA: LTA FindLO Failed and identity no LO is attached to the case. The case has failed once and the time is 1:34PM PST. Beth is on the line, what happenes next?

Add internal note: FindLOFailed (FLOF)x1

Dispo Call Later

Reschedule with Beth for the next day.

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ZHL Pathway Practice

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ZHL Pathway PracticeVersión en línea

por Rachel Berman

Happy Path: Beth has called us on a new inquiry by dailing the phone number she saw on Zillow.

A touch 1 has been delivered to your tray. You notice we have all of Beth's information.

Beth responded via text that she is in a meeting and can not take a call right now.

You recive a Call Later task. You call Beth and she answers our call saying she is still busy.

You receive a task with the banner: LTA: LTA FindLO Failed and identity no LO is attached to the case. The case has failed once and the time is 1:34PM PST. Beth is on the line, what happenes next?

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