Course curriculum

  • 1
    1.A. Maximus : Introduction
    • Welcome: Maximus System Training
    • ii) Maximus: Background and Log in
    • iii) Maximus Landing Page
    • iv) Lead Management
    • v) Leads Bin Timeframes
    • vi) Maximus: Managing Clients in Maximus (RAGS)
  • 2
    1.B. Maximus : Sales - Leads to Pre-Interview
    • i) Steps in Generating the Quick Assessment (QA) to sell Debt Review
    • ii) IMPORTANT: Capturing and working a lead from Leads to Pre-Interview (using Easy Capture)
    • *Maximus Step by Step Guide
    • iii) Pre-Interview: Co-Applicant Screen
    • iv) Client Search: Where is my client's file?
    • v) Overview: Leads and Pre-Interview