Insolvency Flags | Credit Repair Australia

Autoplay
Autocomplete

Previous Lesson Complete and Continue

Procera group-Options Training

CRA Policies-To be completed on your first day

Policy acknowledgement

Introduction to Credit Repair Australia

Welcome to Induction
Induction Resources (4:04)
Induction Format (3:17)
Common Things you should know
Where we began (3:18)
Why we are here (8:46)
What we do (12:38)
Muney (0:51)
Introduction quick quiz-International Staff

Our people

Our Organisation Chart (3:26)
Our Guiding Principles (16:54)
Your Buddie (2:05)
All about you (2:07)
Welcome from our teams (3:53)
Our people quick quiz
Company Day (34:35)
Our Teams and what they do (20:14)

Marketing

Marketing-what it is? (5:14)
Crash course (15:07)
Free Monitoring and alerts (1:02)
Repair bottom page
Case Study

Other Services

Our Client portal (6:56)
Credit report review and score checker (2:56)
Online Calculator
Loan Match

DISC profiling and communication

What is your DISC profile
What does DISC profiling mean

Our Credit Report Improvement solutions

Why Improve your credit report (6:51)
Our Credit restoration benefits (9:09)
Our Credit restoration products (4:43)
The legal process (7:57)
What is listed on your credit report (1:34)
Permissible time periods (6:09)
Credit Report Summary (4:35)
Statute Barred
Domestic Violence (3:52)
Permissible Time periods Quiz
Fraud (3:27)
What is a credit report (1:30)
How to access your report (1:36)
What is a credit score? (4:41)
The Credit restoration process
What is a CRB? (3:05)
Repayment history Key
Credit reporting terms
Serious Credit infringements
The 5 C's of credit (3:03)

Our Insolvency Solution Processes

What is Insolvency (7:10)
Insolvency Flags (10:56)
What are thresholds (3:04)
Debts included in Bankruptcy
Formal Options (11:19)
Informal Options (3:41)
Secured and Unsecured debts (9:56)
Provable and Non provable debts (5:27)
Disclosure (9:54)
Voting (6:35)
Employment restrictions (7:23)
Insolvency Scenarios
Debt Types Quiz

Compliance

Our overall compliance requirements (4:14)
Terms of Agreement (12:47)
AFCA-Who are they?
Phishing Scam
Third Party contact process (5:47)
Process for Identification (5:40)

Call flow journey

CRI Client (43:43)
INS Client (47:35)
Customer Coords booking call (15:33)

Team operations

Welcome to Options
Options Operating Rhythm
Pre call checklist (12:59)
Options Resource folder (2:43)
Understanding Compliance

Other departments

The role of a coord (15:33)
Digital team

CRI products

Crash course in what we do- Credit repair (15:07)
Credit Restoration
Protection plus process (11:38)
Muney (0:51)
New Repair options 2 5 9 TOA
Benefits of the CRI products and Muney
Protection plus and Muney FAQ session (21:27)
Repair Options recorded FAQ session (18:02)

Call flow

Options call flow (8:13)
Discovery warm up and script (14:55)
Using the Call prep sheet
Role play-scripting on discovery

Follow ups

How to conduct a follow up call
How to set up a follow up call
UTC follow up (3:38)
Follow up call scripts (13:06)
Video ask
UTC tips
Follow up template notes

FAQ's

Benefits & Consequences INS
Interactive FAQ CRI
Accessing the interactive wizard objections

Repayments Calculator

What is the repayment calculator (2:03)
Repayments calculator script

Options Genesis-Solvent Options

Locating or adding new client (4:44)
How to ID a client (4:01)
Adding an alternative name for a client (1:35)
Adding contact details (6:59)
Editing wrong numbers (2:49)
Adding a secondary client (6:45)
Adding an authorised third party (4:40)
Appointments and changing status (5:37)
Contact process and client doesn't answer
Finding in progress clients (1:41)
Colds (2:11)
How to pick up a bucket (2:47)
Review tab and uncommitted income (43:51)
Adding Assets (2:37)
Completing the debts tab (3:48)
Completing the expenses tab (4:16)
Completing the income tab (2:56)
Rules and understanding unconscionable conduct.
Genesis validation errors (3:53)
Requesting an override (2:21)
Results Tab & Scripts (5:47)
Payment rules-repair
Sign up process CRI (4:45)
Verbal Recording
How to download/pay for new reports Equifax (4:09)
Sharing your screen (3:15)
Adding a client discount (1:44)
PCF for client (4:35)
Remote Docs tab
Experian Alerts (3:47)
Debt Elimination
No go reasons (4:12)

Copy of Options Genesis-Insolvent Options

Copy of Review tab and uncommitted income (43:51)
Copy of HEM-Household expenditure matrix
Copy of Adding Assets (2:37)
Copy of Completing the debts tab (3:48)
Copy of Completing the expenses tab (4:16)
Copy of Completing the income tab (2:56)
Copy of Rules and understanding unconscionable conduct.
Copy of Genesis validation errors (3:53)
Copy of Sharing your screen (3:15)
Copy of Requesting an override (2:21)
Copy of Results tab & Scripts Insolvency (5:47)
Copy of Signing the client Insolvency (2:44)
Copy of Insol Hot leads and booking an appointment (2:35)
Copy of PCF for client (4:35)
Copy of Practical Exercise

Overcoming Objections

How to isolate the true objection (5:35)
Price Objection (6:13)
Value Objection (6:13)
Talk to your partner
Want to think about it (28:24)
I want to fix it myself (4:41)
How long will it take?
Wanted Credit report

Companies

Company Statuses (4:19)
Downloading a company credit report (2:25)
Identifying if you need a company report (2:55)
Corporate process and checklist
What is the business entity?
Business solvency checklist
Corporate Terminology
Corporate CRI Objections
Corporate credit report-recorded session (16:41)

Credit report tab

How to open HTML (1:49)
How to send HTML (2:08)
How to open audit report (3:04)
How to download/pay for new reports (4:09)
Possible listings
Company report (2:25)
Illion driver licence and codes (6:12)
Confirming the correct report
Possible match (8:07)
Practice scenarios

Scripts

Call not recorded script
Data breach questions
Abusive client process (12:09)

Resource Documents

Utility Providers
Telco and communications
Compliance defect info
Useful info
Listings and creditors
Domestic Violence and Family support
Statute barred
Serious credit infringement
Fraud (13:21)
FAQs on a creditor and listings
Common Abbreviations
Terminology
Phonetic Alphabet
Useful Contacts and time zones
Phishing scam
International FAQs

IT trouble shooting

Double screens (1:49)
Genesis version (0:43)
VPN Connection-trouble shooting (2:13)
Syncing one drive
Adding Tiles to your email signature
Re setting your password
IT tickets FEB 2024
Microphone and Audio

AIRCALL

What is aircall
How to access aircall
How to use aircall
Click to call on Genesis
Changing numbers
Call Tags
Call Quality

Customer Portal

Our customer portal- what is it
Updates to the portal (14:25)
What does the client receive (3:53)
Benefits of the portal
Portal Quiz
Test log in to the portal

Customer Help videos

How to complete a PCF (2:26)

Turbo sessions

Insol 101 (27:38)
Closed account listings (8:31)
Insolvency 101 with Zac (14:05)

Genesis-General

Override requests (2:21)
Confirming the correct credit report
Taking live payments

Comms Log

What is a comms log?
How to insert a comms log
Comms log Privacy
Comms log Quiz

Recorded Training sessions

Discovery Questions (13:57)

Teach online with

Insolvency Flags

Lesson content locked

If you're already enrolled, you'll need to login.

Enroll in Course to Unlock