| Borrowers | Lenders | MISC |
|---|---|---|
|
No- people can receive emails from the SBA if they have used to apply for any loan.
Your caller says they have gotten emails from the SBA to log in to the MySBA portal. does this mean they have an account?
|
E-mail Little Rock and Fresno
where do you direct a lender who has questions about ETRAN?
|
Judith and Philip. .
Who should you send any OT and makeup hours.
|
|
https://veterans.certify.sba.gov/
Where do veterans go to verify their veteran owned business?
|
By their First Authorizing Official
If their is an already an authorizing official (AO) on file, where do lenders get their level I approval from if they want to also be an AO?
|
Type CRISIS in the chat to notify managers
What should agents do FIRST when someone threatens themselves or others on the phone?
|
|
agents should instruct callers to wait 10 minutes before attempting to log in to MySBA.
If borrowers are not able to get into the MySBA Portal after resetting password on CAFS, what should the caller do?
|
Advise callers Request roles in CAFS, explain the level I and II approval process
What should agents do after reactivating a lenders account.
|
Philip - 832-571-7232
Judith - 386-847-3407
What is Judith's and Philip's phone number
|
|
8:00AM-6:00PM EST
The CLS Escalations line will only be “open” for internal transfers
|
It means that the lender is not accessing the right roles and the lender request the lender role on CAFS.
What does it mean when lender are receiving secondary market for FTA and how can they correct the error.
|
Can only warm transfer to Lender/SBA Employee. 8am - 6pm
After we get permission from managers, when can we only internally warm transfer to the CLS Escalation and what is their operation hours.
|
|
Refer them to the Fresno or Little Rock
Commercial Loan Servicing Center (CLSC) based on their business address.
Borrowers that need assistance with microloans where should we direct them?
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• Non-PPP: 5th or next BD (business day)
• PPP: 15th or next BD.
When is the submission deadline for 1502 forms for PPP and Non-PPP?
|
A tool that Small Business can use to identify potential lender in their communities. Instruction on page 52
What is lender match?
|
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