Knowledge Check Activity

Knowledge Check Activity

Let's test our knowledge and skills of DebTrak and the SCRM Toolkit

start >

Advice

Before you start this activity

Make sure DebTrak is open

Make sure your CRM Toolkit is open

You may use any notes or resources gathered throughout the training process

Don't be afriad to ask questions

Have fun and learn lots!

DebTrak

Toolkit

The CRM Toolkit is full of very handy resources that you will utilize in your daily role and throughout your negotiations

DebTrak is where we work our accounts day in and day out. We handle all of our calls, emails, and letters to customers using DebTrak

Introduction // Quiz

Check what you know

go!

Learning session 1 // Quiz

What tab in DebTrak can you find the date the customer opened the account with the original creditor?

Account Details Tab

Client Load Details Tab

Documents Tab

Learning session 1 // Quiz

Which tab in DebTrak can you find the Product of the account?

Call Notes & Action Tab

Client Load Details Tab

Account Details Tab

Learning session 1 // Quiz

Which tab shows us every letter we've ever sent to the customer?

Call Notes & Action Tab

Documents Tab

Account Details Tab

Learning session 1 // Quiz

Which tab would you want to be in to look through call notes?

Notes Tab

Contact Summary Tab

Call Notes & Action Tab

Learning session 1 // Quiz

What tab can you find the customer's last payment made to the original creditor?

Arrangement Tab

Payments Tab

Client Load Details Tab

Learning session 1 // Quiz

What tab will have bank accounts and credit/debit card information saved?

Payments Tab

Bank Accounts/Credit Card Tabs

Arrangements Tab

Learning session 1 // Quiz

Which tab can you find the last payment made to CCS?

Payments Tab

Client Load Details Tab

Bank Accounts/Credit Cards Tab

Learning session 1 // Quiz

Which tab can you see all of the phone numbers listed on the account?

Notes Tab

Call Notes & Action Tab

Contact Summary Tab

Learning session 1 // Quiz

Which tab would you find other accounts that the customer has in our office?

Call Notes & Action Tab

Related Accounts Tab

Notes Tab

Learning session 1 // Quiz

10

Which tab would you find all payments the customer has made to CCS?

Bank Accounts/Credit Cards Tab

Account Details Tab

Payments Tab

Learning session 2 // Quiz

Check what you know

go!

Learning session 2 // Quiz

Pull up DT 30383831: What status is this account in?

Stat Barred Awaiting Closure

Contact Required

Trace Strong Leads

Learning session 2 // Quiz

Pull up DT 32461487 What did the customer purchase with this account before it was charged off?

Mattress

Electronics

Hardware

Learning session 2 // Quiz

Pull up DT 32192461 Who is the original creditor that originally financed this account?

Synchrony Bank

Why Not Leasing

Bank of Missouri

Learning session 2 // Quiz

Pull up DT 32345642: What is the product on this account?

CareCredit Dental

CareCredit

CareCredit Vet

Learning session 2 // Quiz

Pull up DT 32452153: What was the last payment the customer made to CCS?

$50

$90

$140

Learning session 2 // Quiz

Pull up DT 32207790: What type of card was used to pay on this account?

Discover Credit Card

Debit MasterCard

Visa Credit Card

Learning session 2 // Quiz

Pull up DT 32339271: After reviewing the statements from the original creditor, how many transactions happened between 10/26-10/31?

16

17

18

Learning session 2 // Quiz

Pull up DT 32056351: What is the legal activity on this account?

Ineligible

Legal

Eligible

Learning session 2 // Quiz

Pull up DT 31754438: What was the last phone number we had an RPC on?

347-742-0286

253-954-0233

347-243-2392

Learning session 2 // Quiz

10

Pull up DT 32339014: How many accounts does this customer have in our office? What is the DT of the other account?

2 Accounts, DT 30265544

2 Accounts, DT 31470716

1 Account, DT 32339014

Introduction // Quiz

Check what you know

go!

Learning session 3 // Quiz

What tab can you find the ID Process scripts in?

Scripts

Payment Calculator

ID Process

Learning session 3 // Quiz

If you're looking for the Contact Guide which tab should you look in?

Payment Calculator

Scripts

Contact Guide

Learning session 3 // Quiz

What tab can you find the Dialler/SMS/Email Consent, VM & LOA scripting?

Fast Path/Standard ID Process

Scripts

Contact Guide

Learning session 3 // Quiz

Your customer's balance is $3,500 and they're paying a $500 LS and agreed to 7 installments of $428.57 but want to split that amount bi-weekly, what is the bi-weekly payment amount?

$214.28

$232.15

$214.29

Learning session 3 // Quiz

If your customer's balance is $1,500 how much would they pay on a 12 installment arrangement?

$104.17

$125

$97.92

Learning session 3 // Quiz

If your customer's balance is $2,750 and they're paying a LS of $320 how much would 9 installments be?

$270

$277.78

$305.56

Learning session 3 // Quiz

If your customers balance is $3,445 but you're offering a 30% discount and they're paying a $500 LS how much would 2 installments be?

$1,205.75

$1,472.50

$955.75

Learning session 3 // Quiz

If your customer's balance is $5,431 but you're offering a 70% discount and they're paying a $475 LS how much would 3 installments be?

$1,652

$384.77

$577.15

Learning session 3 // Quiz

If your customer's balance is $4,567 and they're paying a $1,200 LS how much would 50 installments be?

$140.20

$91.34

$67.34

Learning session 3 // Quiz

10

If your customer's balance is $3,200 and they're paying a $250 LS and they offer $50 monthly payments how long would it take to pay off?

59 months

64 months

61 months

Let’s keeplearning!

We will continue learning