Nt1310 Unit 2 Case Study Answers

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The score is updated Strengths:

- Jackie does a great job on foreshadowing to the client why we needed to speak with him.

- Once back on the line Jackie thanks the daughter.

- Foreshadow when the process started.

- Foreshadowed why we sent out the I2P.

- Explains why we could not proceed with the loan.

- Offers to conference over to MB and asks if the MB does not answer if it would be okay to leave a VM.

Opportunities:

-Verification: Jacquelyn did not verify at least 3 pieces of ID with the client. The Daughter ( non-client) provided the loan number, and when she verified the client ( Dad) she only obtain 2 additional pieces. When verifying the client, we should be sure to verify all 3 pieces directly and the split verification amongst the daughter and dad would not qualify as the full verification process. …show more content…
(4:37) Jackie advised the client that she is not a license MB. We want to avoid the negative language unless we lead with a positive. Jackie could have rephrased by saying "What I can do is get you over to you MB since I am not a license MB.per review from today’s

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