Attached is the Creditor Summary form. You can email this to your client to gather the creditor information you will need to fill out the PayAccel Quick Calc. They can fill this out in Microsoft Word and email it back to you or you can simply take the information over the phone or in person.
Step 2 - Run PayAccel Calculations on Quick Calc
Attached is the PayAccel Quick Calc. This is a great tool to determine if your client is a good candidate for PayAccel. This is not as sophisticated as our in house calculator but it gives a very good estimate that you can provide your client. Tips for using the Quick Calc: 1) Be sure the Monthly Payment exceeds the Monthly Interest or you will get and error that says Pmt Too Low. 2) When you input a mortgage be sure to take out the taxes and insurance that is escrowed from the monthly payment. 3) PayAccel works best when you have 4 plus creditors) This calculator does not calculate the PayAccel HELOC program savings.
Step 3 - Submit PayAccel Profile
If your client is interested in getting the full analysis you would then fill out the attached PayAccel Profile and submit it to us. We will then contact the client within 24 hours and begin the sales process.
Step 4 - Assist PayAccel Specialist with Sale
We will work with you to close the sale and set up the new client in the PayAccel System.
If you have a client that is behind with their payments and is unable to meet the minimums due. You can simply fill out the creditor summary form and we will provide the client with a Financial Recovery Analysis.
Fax 800-273-3135 or Scan and Email to clarkwillie4@aol.com
I am confident that you will be successful with this model. If you have any questions please let me know.
