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Category: New Applicant

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

Application email verification issue

October 24, 2022
October 24, 2022
Customer Experience, Standard Operating Procedures, New Applicant
verification, email issue, verification email issue, email verification

PLAID Troubleshooting / PLAID Error, PLAID Not Working, PLAID Alternatives

October 13, 2022
October 13, 2022
Customer Experience, Standard Operating Procedures, New Applicant
plaid, plaid not working, funding account problem, plaid issue, plaid problem

How does a customer enroll in OLB with a duplicate profile on Horizon?

October 4, 2022
October 4, 2022
Customer Experience, Horizon, Customer Tools, Online Banking Portal, New Applicant
OLB, duplicate profile, OLB error, not able to enroll

Which Declined Email Sent? (rejected applications)

October 4, 2022
December 9, 2022
Customer Experience, Standard Operating Procedures, New Applicant
application, mantl, declined application, denied application, decline letter, denied letter, declined, rejected application

Decline Email – Funding Fraud Rejected Status

October 4, 2022
October 17, 2022
Customer Experience, Standard Operating Procedures, New Applicant
application, mantl, decline email, decline application, declined due to funding, Telecheck, denied email, decline letter, declined

Decline Email – KYC Rejected

October 4, 2022
December 9, 2022
Customer Experience, Standard Operating Procedures, New Applicant
application, declined application, rejected, decline email, decline reasons, decline application, denied application, denied reasons, declined, rejected application

Mantl Overview with Mantl link

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

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
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