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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
Decline, declined application, Existing Customer, Identifying Information, mantl, Mantl Error Escalations, Sync

Application email verification issue

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

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

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

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

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

Which Declined Email Sent? (rejected applications)

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

Decline Email – Funding Fraud Rejected Status

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

Decline Email – KYC Rejected

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

Mantl Overview with Mantl link

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

How to unsubscribe from emails to “finish my application”

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

How is a new account funded in Mantl?

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