New Mortgage or Loan Qs

Step 1: Encourage customers to visit our website at Quontic.com and complete a form under Mortgage (depending on the type of loan they are looking for)……a loan officer will call them

Step 2: If insists on speaking to someone,

CX Specialists/Loan Admin: Warm Transfer to Extension 4054 (receptionist line)

Receptionists: find a loan officer

Already applied, needs their pre-qualification (pre-approval) letter

Step 1: Advise caller to reach out to their loan officer

Step 2: Warm transfer to x4054 Receptionists

Step 3: COMPLAINTS ONLY: Caller complains loan officer not helping, email James Hooper at jhooper@quonticbank.com with contact details to include loan officer information