eLearning for GCH

Credit Solutions Manager

Credit Calculator

July 15, 2020 0 comments

This credit calculator is a useful tool for giving scenarios of how much a consumer can save based on their credit score. Look for the tabs at the bottom of the Excel document for additional calculators. These are for estimate purposes only. CREDIT CALCULATOR

TurboDial Quick Manual

July 15, 2020 0 comments

TurboDial is GCH phone system. It also helps run campaigns w/in Infusionsoft. More information on Turbodial can be find in the videos at: turbodial.biz Here's a quick reference to the purpose of each button in the Screen Pop: Example:

Intake Script

July 15, 2020 0 comments

PROSPECT INTAKE SCRIPT IF IT GOES TO VOICEMAIL… Hello, this message is for ______, my name is _____ and I am calling from __________powered by Get Credit Healthy. (LOAN OFFICER) informed me that you are interested in obtaining a loan through ______(LENDER)__________ and we are available to help you reach that goal. Please call [...]

Rebuttals to Consumer Questions

July 15, 2020 0 comments

GENERAL QUESTIONS YOU WILL ENCOUNTER Q:WHY SHOULD I CHOOSE GET CREDIT HEALTHY? A: We are different from other companies who say that they’re going to provide credit repair or restoration. Our network of partners are non-profit companies that will tailor a plan of action to meet your unique goals. Other companies have a one-size-fits all [...]

FAQ on FICO

July 15, 2020 0 comments

Frequently Asked Questions about FICO® Scores 13 FICO © 2013-2018 Fair Isaac Corporation. All rights reserved. Introduction to Credit Scoring When you apply for credit—such as a credit card, auto loan or mortgage—the company from which you are seeking credit checks your credit report from one or more of the three major consumer reporting agencies. [...]

FICO Score Versions

July 15, 2020 0 comments

The credit bureaus may record, display or store the same information in different ways. Experian Equifax TransUnion Most widely used version FICO® Score 8 FICO® Score 8 FICO® Score 8 Versions used in auto lending FICO® Auto Score 8 FICO® Auto Score 2 FICO® Auto Score 8 FICO® Auto Score 5 FICO® Auto Score [...]

Keeping Pipeline Clean on TurboDial

July 15, 2020 0 comments

To delete people form your screen: Use the "garbage can" icon on the side of HOT LEAD or call ins.

How to Claim a HOT LEAD

July 15, 2020 0 comments

RULE #1: Look at at the HOT LEAD in Turbodial and then see who is the owner within Infusionsoft. RULE #2: Confirm in Infusionsoft that it is not OWNED by anyone. If it's Client Concierge Team... it is NOT OWNED. RULE #3: Claim the HOT LEAD by clicking on the blue "arrow". You MUST call [...]

Sales Dispositions and Pipeline

July 15, 2020 0 comments

New Lead - The lead is in this stage upon referral. Once 1st call is complete, move stage to Attempting Contact. Attempting Contact - Continue to disposition in this category until client picks up. (Up to 8 attempts until it moves automatically to Cold Storage: Never spoke to). This disposition is OPEN TO EVERYONE. If [...]

How to Change a Payment Date

July 14, 2020 0 comments

STEP 1: Go to the ORDERS Tab and click on the Active subscription. STEP 2: Click CHANGE on the Next Bill Date. STEP 3: Select the new date and click SAVE (this new date must be within 30 days from the previous date).

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