Transcription of WFS Welcome Call Script Regular FINAL 2.24.2021
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1 | P a g e PROCEDURE WFS Welcome Call Script Regular Effective Date: 2/16/2021 Introduction Call scripts ensure that only accurate, allowable company information is being shared, while also safeguarding the organization from legal and compliance issues. In short, these scripts help keep every member of the call center team consistent, accurate, and effective. Scope The requirements of the WFS Welcome Call Script Regular procedure applies to all employees of Westlake Financial Services involved in the originating and processing of WFS loans. The following set forth the guidelines for Westlake Financial Services (WFS). Purpose This document is intended to maintain compliance with all regulations relating to communication with customers over the phone. Procedure Detail It is preferred but not required to make at least 3 attempts to perform a Welcome Call by any servicing agent who is available. Step 1 Greeting Good (morning, afternoon, evening), may I speak to (customer first & last name)?
The following questions 6‐8 are to be used for accounts conditioned “Waiver Accounts” only . Accounts conditioned as a “Waiver” Account are those accounts where a verification call was waived at the time of origination of the Retail Installment Sales Contract:
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