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Verifying Notes:

Personal

Information

Before the customer takes delivery of the
merchandise, the information on the rental order
must be verified for accuracy. If the information is
inaccurate or cannot be verified, we will give the Write down three questions for your learning
customer an opportunity to clear up any questions. coach:
➊
This means that your goal is to look for ways to
approve the rental order rather than for reasons to WELCOME & ORIENTATION / TRAINING ROADMAP
turn it down.

To obtain answers to the questions above and CUSTOMER VERIFICATION / VERIFYING PERSONAL INFORMATION
verify additional information, calls are made to the ➋
customer’s landlord, employer, and references.
Seeing a lease or a paystub does not replace
making the calls.

Verify Residence ➌

When verifying a customer’s residence:

1. Identify yourself and the company, and ask to
speak to the landlord or the person who can
verify residence.

2. State that the customer wants to open an
account and has given this address as their
residence.
3. Ask if they will be able to verify the following The
information on the order form: single most
• Address
• Type of lease important step
• Amount of any security deposit
• Date of occupancy in a solid account
• Amount of time remaining on lease management program is a
• How rent is paid
• If a message may be left for the tenant COMPLETE order form, with
with the contact
• If tenant has been reliable/responsible the BEST information possible,
• If they are in good standing and VERIFIED 100%.
4. Thank them for helping.

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