Notes
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this is _______, operator id _ _ _."
MRD- “This call may be monitored or recorded.”
Verify Speaker- “May I please have your first and last name?” (pull up account/verify last 4 of social security # and DOB). Search by phone #, if no account pop.
Mini Miranda- “This is an attempt to collect a debt. Any information obtained will be used for that purpose.”
"I'm showing the current balance on the account is _____"
"How would you like to set up that payment free of charge, today?"
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NACHA FOR DEBIT
( Single payment )
“I will read a short summary of the payment you need to authorize today.”
“(Customer full name), on today (today’s full date), you are authorizing a payment of:”
$ (payment amount) on (payment date)
“This is an electronic funds transfer from the_____ ending in (XXXX).
If you have any questions, or wish to cancel you may call us at (888-334-6220).”
“Do you agree?”
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Multiple Payments (2-6 Payments):
“I will read a short summary of the payments you need to authorize today. If you say “yes” to authorize the payments, your answer will be your electronic signature for the recorded payment authorization.”
“(Customer full name), on today (today’s full date), you are authorizing payment as follows:
$ (payment amount) on (payment date),
$ (payment amount) on (payment date),
Repeat payment amount and date script for a maximum of 6 payments.”
“This is an electronic funds transfer from the bank account-ending in (XXXX). If you have any questions or wish to cancel this authorization, you may call us at (888-334-6220).”
Ask customer: “Do you authorize these recurring debits?”
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* Recap all arrangements *
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Review email
** If Collecting**
"(customer name) I went ahead and set up the payment for ($ amount) for (payment date).
I do want to advise it does take 24 to 48 hours to process this payment. Your next due date will be on ____"
"Awesome, you're good to go. Thank you for using Bill Me Later Inc. Regarding paypal credit. My name is _____.
I hope you have a good rest of the day!"
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