Verification Calls

Welcome Calls

A verification call is also referred to as a welcome call.  It is a quality assurance step where new customers speak to the finance company to confirm that the customer has a full understanding key points of the agreement. 

Do a verification call right after you sign documents.

Overview of a Typical Call

The company verifies the information on the signed agreement

• Full Name

• Date of Birth

• Social

• Email

• Phone

• Installation Address

* If there are discrepancies they will have someone contact them to correct the mismatched items.

Verify Homeowner understands key terms of the financial obligation.

• Annual percentage rate

• Number of years the agreement

• First payment timing

• Promotional Period and Interest Accrual (if applicable)

• Options included in the agreement if any e.g. Differed payment or promotion months.

• Payment method (benefits of paying by ACH bank payments)

• Tax credit payment if they apply it to the loan

Verification Call Scripts from Different Finance Companies

Verification Call Numbers

These can be found on the Contacts & Support page in the main menu