To-do Refresher

A professional and modern office setting with a person reviewing financial documents and a computer screen displaying loan management software, emphasizing efficiency and organization.

To-do Refresher Quiz

Welcome to the To-do Refresher Quiz! This quiz is designed to test your knowledge about key procedures and protocols related to loan payments and escrow management. Strengthen your understanding and ensure you're up-to-date with the latest practices.

6 engaging questions
Mix of text and multiple choice formats
Perfect for service providers and financial professionals

6 Questions2 MinutesCreated by CheckingFlow927

When payment is received via bill pay after loan is PIF, and funds are applied towards escrow, can a refund request be submitted?

Annual escrow analysis is completed 09/15/2022, when is the last day to process escrow shortage payment so payment is automatically adjusted without escrow shortage?

September 30th

October 31st

November 1st

What items need to be verified with customer and included in the email document to-do?

If a to-do is required to waive a late fee, what must be included in the to-do notes?

What do you risk when an accurate timeframe is not provided to the customer?

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