How Do I Help a Client Process a Wire?

What is a CX Team Member Responsible for if a Client Requests a Wire Transfer?

Provide the client with the wire cutoff times and fees

Domestic: $25 and 4:00 PM EST

Foreign $35 and 12:00 PM EST

Verify the client has available funds in the account

Funds must be available and not pending or on hold

Create a Hubspot Ticket

Verify if the client signed the Wire Agreement Form

Send the Wire Agreement and/or the Wire Form to the client securely

Change the Hubspot ticket Status to Waiting on Contact

When the client returns the forms:

Change the Pipeline: DBO – Wire Request Status: New and Priority: High

For more information:

How Do I Create a Wire Request Hubspot Ticket?

Where Do I Find an Existing Wire Agreement?

How Do I Create a Wire Agreement?

Where is the Wire Form?