Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Background:

...

Returned checks are currently only handled by Nehemiah Franco or Cassandra Mercado.

Script:

“Hello, this is [agent name] calling from EverBright. We received notification that your check # [check number] in the amount of [amount] was returned for [reason for decline]. EverBright offers automatic payments through ACH. Would you like to sign up for ACH at this time?”

If YES, refer to this SOP: Register for ACH [Account Servicing Portal]

If NO:

“Please resubmit your payment as soon as possible to avoid a late fee.”

If no response:

“Hello, this is [agent name] calling from EverBright. We are contacting you regarding your most recent solar payment. Please contact our Account Servicing department at 877-425-5201 and select the billing and payment menu option.

Assign a commitment for 1 business day later to make another attempt to reach the homeowner /wiki/spaces/SS/pages/2782756894

...