Product Information
Insolvency Statuses
First call process
Customer Follow up process
Validation
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Verbal Validation
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Creditor Email Validation (7:00)
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Creditor Verbal Validations- Insolvency
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How to resend a PCF-Privacy consent form through genesis to the creditor (2:37)
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Sending LOA (2:01)
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Validation using the credit report (5:09)
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Identifying other debts using the credit report (3:54)
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Resending PCF to creditor on the phone (2:37)
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Financial councillor script (1:42)
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Completing a SOFP (2:23)
Drafting
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Pending Assessment (2:33)
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Using ABS (3:54)
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Expenses in a DA
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Using Budget Matrix (3:15)
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Asset Valuation (4:22)
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Bank Statements for drafting (51:10)
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What is voting? (6:35)
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Completing the Budget (10:30)
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Income Calculations (8:45)
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Using centrelink calculator (2:27)
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Completing the DAP on Genesis (6:24)
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Case Assessment
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DAP document right signature
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Sending DA1 (4:57)
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Manual sent to sign docs (3:31)
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Prelobby
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Rejected by Creditors
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Domestic Violence
Compliance
Cancellations, Complaints and resells
Generic processes
Bankruptcy
Client Disengaged
