What is PPP or a Payment Protection Program?
Paycheck Protection Program (PPP), established by the CARES ACT and implemented by the Small Business Administration (SBA) with support from the Department of the Treasury, provided businesses with funds during the hardship of the Covid-19 Pandemic from 2020-2021.
How to Name the HubSpot Ticket for Failed/Pending Enrollment?
OLB _ Failed/Pending Enrollment _ Client’s Name
Which Email Template to Send for Failed/Pending Enrollment?
Choose the appropriate template below depending on why the client failed CX Failed First Time Enrollment Dear Client’s Name, We do apologize for the failure in enrolling in the Online Banking system. Please utilize the following link to retrieve your account number and account type before you attempt to enroll in your online banking: https://open.quonticbank.com/login. […]
What Happens After a Client Successfully Completes Online Banking Enrollment?
What does Failed/Pending Enrollment mean?
The client has had an unsuccessful attempt at enrolling in online banking Form will populate in the Web Admin Failed/Pending Enrollment queue The form will display what the client input during enrollment and compare that to what the system has on file (what was input during the original account opening application) Information during enrollment was […]