Embedded Files
ICC STEPS
ICC STEPS
The columns with:
The columns with:
Yellow font need to be filled out by ICC rep
White font need to be filled out by QA rep
Black font need to be filled out by CC rep
1 Step
1 Step
Using the spreadsheet emailed with today’s date (07-08-21), search and open each loan in TC per the list of loans listed under column D (Loan)
2 Step
2 Step
Depending on the information listed on the loan in regards to the UI box, need to be update column F (UI on Account) by using the drop down options:
If the box is cheched on TC: select YES from the drop down and move to the next loan listed on the spreadsheet
If the box is NOT cheched: skip column F (UI on Account) go to step #4.
3 Step
3 Step
Maje call needed
For column G (agent call) select from the drop down options:
YES: call was made and successful / VM.
NO: call was made but VM full / no response.
N/A: no phone # available.
For column H (carrier call) select from the drop down options:
YES: call was made and successful / VM.
NO: call was made but VM full / no response.
N/A: no phone # available.
4 Step
4 Step
Depending on if verification is competed, need to update column I (verification completed) by selecting from the drop down options:
YES: was able to speak to agent and very status.
NO: was NOT able to speak to agent to very status.
5 Step
5 Step
If any information about the loan needs to be shared, add this to column J (extra loan info / comments about calls):
Examples:
Coverage in force.
Fax requested.
Email requested.
Error found on top entry.
6 Step
6 Step
Compelte step 2-5 until all loans on spreadsheet have been worked
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