Credzu University
Credzu Best Practices
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Course sections

Section 1
Introduction
1
About Instructors
2
Disclosure
Section 2
Introduction
1
About Instructors
2
Disclosure
Section 3
A Business Case For Compliance
1
Introduction
2
Modernizing Sales – A Business Case For Internet Only Sales
3
Modernizing Sales – A Business Case For Escrow
4
Putting It All Together
Section 4
A Business Case For Compliance
1
Introduction
2
Modernizing Sales – A Business Case For Internet Only Sales
3
Modernizing Sales – A Business Case For Escrow
4
Putting It All Together
Section 5
Setting Client Expectations
1
Introduction
2
Website and Social Media
3
Honesty
4
Setting REALISTIC Expectations
5
Avoid Creating An Unrealistic "Net Impression"
6
Process Expectations
7
Extract Value Out of All Clients
Section 6
Setting Client Expectations
1
Introduction
2
Website and Social Media
3
Honesty
4
Setting REALISTIC Expectations
5
Avoid Creating An Unrealistic "Net Impression"
6
Process Expectations
7
Extract Value Out of All Clients
Section 7
Communication
1
Introduction
2
Effective Default Message
3
Credzu Timeline Communication - Think Ahead and Plan
4
Respond Quickly
5
Create Response Videos
6
Requesting a Credit Report
7
Communicating After Credit Report Analysis
8
Use Questions To Move The Conversation Forward
9
Make It Easy For Consumers To Get Information From You
Section 8
Communication
1
Introduction
2
Effective Default Message
3
Credzu Timeline Communication - Think Ahead and Plan
4
Respond Quickly
5
Create Response Videos
6
Requesting a Credit Report
7
Communicating After Credit Report Analysis
8
Use Questions To Move The Conversation Forward
9
Make It Easy For Consumers To Get Information From You
Section 9
Agreements
1
Introduction
2
Be Specific
3
Omit Repeating Language
4
Unsigned Agreements
Section 10
Agreements
1
Introduction
2
Be Specific
3
Omit Repeating Language
4
Unsigned Agreements
Section 11
Additional Best Practices
1
Introduction
2
Communicate, Communicate, Communicate
3
Add a Profile Picture
4
Involve Partners
5
Direct Signup Videos
6
Get Feedback
Section 12
Additional Best Practices
1
Introduction
2
Communicate, Communicate, Communicate
3
Add a Profile Picture
4
Involve Partners
5
Direct Signup Videos
6
Get Feedback
Section 13
Best Practice Quiz
1
Best Practice Quiz
7 questions
Section 14
Best Practice Quiz
1
Best Practice Quiz
7 questions

Setting Client Expectations

Setting REALISTIC Expectations

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Setting Client Expectations Honesty
Complete
Setting Client Expectations Avoid Creating An Unrealistic “Net Impression”