Billing Disposition Notations
- Jennifer Salazar (Unlicensed)
Background:
In efforts to analyze in depth EverBright’s billing and payment interactions with customers, use the following disposition notes when summarizing the call with additional details, if applicable.
Category | Disposition Notes |
UCC | UCC filing: Initial request (home sale, refinance) |
UCC filing: Follow up on status | |
UCC filing: AS has not filed UCC since the account is still in M2 | |
ACH | ACH enrollment: New inquiry |
ACH enrollment: Update ACH bank information | |
Billing and Payments | Has not received a bill – post-PTO |
Has not received a bill – pre-PTO | |
Change due date | |
Waive collection fee: Late payment charge or returned payment fee | |
Paused payments | |
Payment options: Make a payment | |
Installer payment arrangement | |
Spanish Speaking Customer | Spanish translation for Account Servicing |
System Transfer/Life Event | Death of homeowner |
Buy Out/Down | |
Account Updates | Updating account information: phone number, mailing address, email, add authorized user |
For example, if the homeowner is requesting Spanish translation with Account Servicing to follow up on the status of the UCC filing, a suggested disposition note is:
Transfer: Transfer to Account Servicing
Disposition Notes: Customer’s Name, Type of Customer (Installer, Homeowner), job link, contract ID – Concert Homeowner, Spanish translation for Account Servicing due to UCC filing: Follow up on status + any additional details provided during the interaction.