Page Comparison

STEP

ACTION

1

• Is the customer upset/refusing assistance and requesting a supervisor, or does the customer’s concern qualify for additional investigation by a resolution specialist?

  • If yes, go to Step 2

  • If no, follow the appropriate process and Stop

2

• Advise the customer that we will internally investigate the concern and provide them with an update within 1 business day

• Review the matrix below for the next steps

IF:

THEN:

Customer agrees to wait for a follow-up

• For phone calls/chats, first convert the CXOne interaction to an EBH Ticket

• Update EBH Ticket:

  • Reporter Field: [Email Address of Homeowner, Account Servicing, or whoever originated the complaint]

  • Request Type: Complaint

  • Tag (@): Nehemiah Franco and Eric Suarez

• Stop

Customer refuses to wait for a follow-up

• Advise them that you will attempt to connect them; however, if unavailable, they will be prompted to leave a voicemail

• Attempt to warm transfer the customer to a Resolution Specialist

  • Is a Resolution Specialist available within 30 seconds?

    • If yes:

      • Discuss the customer’s concern

      • If accepted for handling, complete the transfer

    • If no:

      • Go to Step 3

3

• Attempt to warm transfer the customer to a Team Supervisor

  • Is a Team Supervisor available within 30 seconds?

    • If yes:

      • Discuss the customer’s concern

      • If accepted for handling, complete the transfer

    • If no,

      • Complete the transfer for customer to leave a voicemail

      • Stop