What Priority are Check Order/Reorder Tickets in HubSpot?
Priority – High
Where do Clients Find the Form to Order Checks?
The check order form is accessed through the online banking portal, not the mobile app. Self Service Secure Messaging Service Requests Reorder Checks
How to Determine if an Account is in ‘Good Standing’ Before Processing a Check Order/Reorder Request
Check Horizon XE account notes to see if a check order has already been processed Confirm that the account is active Check HubSpot to see if a ticket has recently been created for a check order To determine if the account is eligible for the first complimentary check order: In Horizon XE check the account […]
Is Bitcoin Reward Checking Eligible for Checks?
No – Bitcoin accounts are ineligible to order checks.
Once the Check Order/Reorder ticket is created – How is the Check Order/Reorder Processed?
DBO will process the request and order the checks on behalf of the client CX Team will: Create the ticket per procedure Change the Pipeline – DBO General and Status – New so DBO can process the request
What Information is Listed on Checks?
The account owner’s name(s) and the address on file, unless requested otherwise
What is the Starting Check Number on the First Order of Checks?
101 The starting number of the checks can be anything the customer would like; however, if no number is requested, it will start with ‘101.’
Is the Joint Signer’s Name on the Checks?
Yes – The joint signer will be on checks unless requested otherwise
How Many Checks are in the First Check Order?
There are 20 duplicate checks in the complimentary checkbook.
Does the Client Get Charged if Their Checks are Lost in the Mail?
No, customers are not charged if checks are lost in the mail.