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Caller requests a Move-in

Last updated 5 years ago First published 12 December, 2017

English Rating: ALL ages Shortest path: 5 nodes Longest path: 13 nodes Possible solutions: 13
John Person
7 0
Transcription
  • 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..

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