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Send for approval:

  • Take a screenshot of Payoff quote and attach it to the Jira ticket

  • Select ‘reply to customer’ and send the following note to the pricing department:

“++Pricing and Laura Miller for approval

Hello,

Account Services is seeking approval for the attached pay-off quote. Please review and reply all with approval or denial of the payoff quote”

  • Once pricing approves the pay-off amount, support will reply to Account Services and the ticket can be closed

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