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Actions for Back Office Support Only:

Back Office

During the Call:

  • The agent will conduct the following questions and actions with the homeowner:

Please use the following script before starting the questions: “We will conduct a series of questions to further investigate your concerns. Please be as detailed as possible so that we can notate your account.”

Step

Question

Then

1

Was the sales rep and/or installer physically present?

IF YES:

  • Ask the HO If they have collected their names of the parties present? . Take not of it and then continue with the next question

IF NOT:

  • Take note and Continue with the next question

2

Did you receive the customer credit application via email and acknowledge it through your device?

  • Take note and Continue with the next question

3

Was the customer credit application clicked and acknowledged onsite via the installer/sales rep's mobile device?

  • Take note and Continue with the next question

4

What did the installer/sales rep advise on what would happen?

  • Take note and Continue with the next question

5

Was there anything that occurred that was not advised?

  • Take note and Continue with the next question

6

Was there anything confusing during the credit application?

  • Take note of all the information and reply to the HO:

Info

“Thank you, we have notated the information on your account and will get back to you as soon as possible with an answer.”

  • Then proceed with the next step in the process (Click Here)

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