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Category: Mantl

How to help an Existing Customer with a Decline Application

June 23, 2023
June 23, 2023
Customer Experience, Mantl, New Applicant
mantl, declined application, Decline, Existing Customer, Identifying Information, Sync, Mantl Error Escalations

Mantl Overview with Mantl link

September 29, 2022
September 29, 2022
Customer Experience, Standard Operating Procedures, Mantl, New Applicant
mantl, mantl link, mantl overview

Do we offer Account Verification letters?

September 29, 2022
September 30, 2022
Customer Experience, Account Maintenance, Mantl, Document Requests, Special Request
acct verification letter, verification letters

How to unsubscribe from emails to “finish my application”

September 29, 2022
September 30, 2022
Customer Experience, Standard Operating Procedures, Mantl, New Applicant
unsubscribe, finish my application, application email

How is a new account funded in Mantl?

September 29, 2022
October 25, 2022
Customer Experience, Standard Operating Procedures, Mantl, New Applicant
funding, new account, mantl, manual funding, funding questions

What are the different statuses of an application?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, CDs, Money Market, IRAs, Mantl, CDs, New Applicant
Application status

What are the different status’s for a customers application on Mantl?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Mantl, MaxMyInterest
manlt, applications, account booked, kyc pending, incomplete application, kyc rejected

How to look up a clients application on Mantl?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Mantl, MaxMyInterest, CST Customer Service Tool
Status, mantl, max my interest, quontic bank, applications

What is Mantl?

September 22, 2022
September 27, 2022
Customer Experience, Standard Operating Procedures, Mantl, CST Customer Service Tool
manlt, products
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