OB Dialer Review

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OB Dialer Training Engagement Activity

Created by

Sanchia Marie Dawit

Hong Kong

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OB Dialer Review


Froggy Jumps OB Dialer ReviewOnline version OB Dialer Training Engagement Activity by Sanchia Marie Dawit 1 The signing offer for a Personal Loan is valid for how many days from the date the application was placed into signing? a 7 days b 15 days c 30 days 2 Does a Personal Loan have a rescission period? a Yes, 3 days b Yes, 7 days c No, Personal Loans do not have a rescission period 3 What is the Autopay Interest Rate Discount? a 0.25% b 0.50% c 0.125% 4 What is the funding timeframe for a Personal Loan? a 1 to 2 business days b 2 to 4 business days c 3 to 5 business days 5 When can a member request a change to their payment due date? a Immediately after signing b After the first monthly payment has been processed c Only before funding 6 What does APR stand for and how is it defined? a Annual Payment Rate; the sum of interest and principal b Annual Percentage Rate; the sum of the interest rate plus any fees, expressed as a percentage c Applied Principal Rate; the principal divided by the term 7 Until registration is complete, what does the Co-Borrower SoFi account show? a "Active" b "Registration Incomplete" c "Pending Funding" 8 Are there any prepayment penalties if I pay off my loan early? a Yes b No c Maybe 9 Is the SoFi rate simple or compounded? a Daily Simple Interest b Compounding c Diminishing 10 "If I pay off my loan before the full term, am I responsible for the remaining finance charge?" a Yes b No c Maybe 11 "I received a slightly better offer from one of your competitors. Is there anything you can do?" a We can withdraw your application now b Unfortunately, we are not offering rate matches at this time. c Yes, we can give you a better offer 12 "Are there any prepayment penalties?" a Yes b No c Maybe 13 Is the rate on the Final Disclosure show the autopay discount? a Yes b No c Maybe 14 Before discussing any details of a profile or application — including the existence of an account — identity verification MUST be completed. a True b False c Maybe 15 Agents must not place outbound calls before 8am or after 9pm, member's local time. a True b False c Maybe 16 The call recording disclosure must be stated on all outbound calls. a True b False c I don't know 17 The SoFi interest rate is compounded. a True b False c Maybe 18 The finance charge on the loan acceptance packet is the estimated interest the member will pay over the life of the loan. a True b False c I'm not sure

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OB Dialer Review

Froggy Jumps

About this activity

Created by

Download the paper version to play

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OB Dialer ReviewOnline version

by Sanchia Marie Dawit

The signing offer for a Personal Loan is valid for how many days from the date the application was placed into signing?

Does a Personal Loan have a rescission period?

What is the Autopay Interest Rate Discount?

What is the funding timeframe for a Personal Loan?

When can a member request a change to their payment due date?

What does APR stand for and how is it defined?

Until registration is complete, what does the Co-Borrower SoFi account show?

Are there any prepayment penalties if I pay off my loan early?

Is the SoFi rate simple or compounded?

"If I pay off my loan before the full term, am I responsible for the remaining finance charge?"

"I received a slightly better offer from one of your competitors. Is there anything you can do?"

"Are there any prepayment penalties?"

Is the rate on the Final Disclosure show the autopay discount?

Before discussing any details of a profile or application — including the existence of an account — identity verification MUST be completed.

Agents must not place outbound calls before 8am or after 9pm, member's local time.

The call recording disclosure must be stated on all outbound calls.

The SoFi interest rate is compounded.

The finance charge on the loan acceptance packet is the estimated interest the member will pay over the life of the loan.