Notes
Notes - notes.io |
1. Agent provided recap for 0.59%. Re-state recap, it should be for 0.49% |
2. Provided DTI permit no. 13754 instead of 13746 |
3. Provided website is //6460 instead of //6461 |
4. vf2 Ts 18 agent said that ch can still use cc despite that the lead availed total loan amounts (ML AVL). Clarify to lead that she will not be able to use her cc for the meantime but her CL will replenish gradually as she is paying her monthly amortization.
| Coaching:
1. WARNING: vf2 ts 20.20 Omit saying side comments during recorded line. Agent was caught in the recording saying foul words as he puts the line on hold/park call. |
2. Avoid being too persistent. Give the lead time to decide. Too much rebuttals may lead to irate CHs.| CTC 31 | (0.49% for 36 mos.)
Sir/Ma’am this is to recap our transaction. You have availed of our
CREDIT TO CASH in the amount of 130 with monthly rate of 0.49% for
36 months with effective interest rate of 10.87% per annum. This amount
will be credited to your BPI (saving, payroll or current) account with account
number (10 digit account number) and from (branch). The bank shall process
your application based on your available limit. Once approved, the amount
shall be credited to your BPI account number (XXXXXXXXXXXX). Please expect
funds to be credited in 5 banking days. Also, please expect posting of your 1st
monthly amortization in your next billing statement.
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