HPL
- Fill out OS to Call as needed (for organizing multiple OS calling in a day)
- Fill out Scheduled Call as Needed
- Fill out MVR status as needed
- Fill out MVR Notes as Needed
- Fill out “More Driving History Notes” as needed
- Options: MVR Affidavit (out of country), MVR Authorization (out of state), More Driving History Request Sent (for those we’ve asked but have not answered) Driving History Forms
- Change App Status as Needed (i.e. Missed Call, CheckR Sent, Need Applicant Packet, etc)
Texts
When passing, text GM & DM passing snippet
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Applicant
Text about to call snippet 5-7 min before calling