Caller requests a Move-in

Last updated 6 years ago

First published 12 December, 2017

English Rating: ALL ages Shortest path: 5 nodes Longest path: 13 nodes Possible solutions: 13

John Person

Is this a commercial or residential account? Commercial. Residential.
Has the current account holder requested a Move-Out? Yes. No.
Proceed with Move-In as normal.
Let caller know that we cannot proceed with a Move-In without a Move-Out from the current account holder.
Has the current account holder requested a Move-Out? Yes. No.
Proceed with Move-In as normal.
Is the caller the new owner of the property, or are they a new tenant? Tenant. Owner.
Do the notes on the account show that we have attempted to reach out to the current account holder? No. Yes.
Has it been at least 3 business days since we reached out? Yes. No.
Let the customer know that we can proceed with the Move-In. Make sure to create an "Other" ticket and attach the closing documents or signed purchase agreement to the ticket and close it..
Let the caller know that they will need to call back once it has been at least 3 business days..
Place the caller on hold and attempt to reach out to the current account holder. Did they answer? Yes. No.
Let the customer know that you have reached out to the current account holder and need to give them 3 business days to respond. In the meantime, the caller can email or fax us copies of either their closing documents or a purchase agreement, signed by both the buyer and seller. They will need to call us to follow up in 3 business days, to give the account holder time to respond. Notate the account stating that you called the current account holder..
Did they confirm that they wanted to proceed with a move out? Yes. No.
Process Move-Out with current account holder. Once done, process Move-In with the caller..
We cannot process the caller's Move-Out. Make sure that you have the correct address and account type..
Do the notes on the account show that we have attempted to reach out to the current account holder? Yes. No.
Has it been at least 3 business days since we reached out? Yes. No.
Let the customer know that we can proceed with the Move-In. Make sure to create an "Other" ticket and attach the closing documents or signed purchase agreement to the ticket and close it..
Let the customer know that you have reached out to the current account holder and need to give them 3 business days to respond. In the meantime, the caller can email or fax us copies of either their closing documents or a purchase agreement, signed by both the buyer and seller. They will need to call us to follow up in 3 business days, to give the account holder time to respond. Notate the account stating that you called the current account holder..
Place the caller on hold and attempt to reach out to the current account holder. Did they answer? Yes. No.
Let the customer know that you have reached out to the current account holder and need to give them 3 business days to respond. In the meantime, the caller can email or fax a copy of their lease agreement, signed by both the landlord and the tenant. They will need to call us to follow up in 3 business days, to give the account holder time to respond. Notate the account stating that you called the current account holder..
Did they confirm that they wanted to proceed with a move out? Yes. No.
Process Move-Out with current account holder. Once done, process Move-In with the caller..
We cannot process the caller's Move-Out. Make sure that you have the correct address and account type..