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CSR Telephone Etiquette

  •  English    10     Public
    To reinforce telephone etiquette skills
  •   Study   Slideshow
  • The 3 parts of the Strong Acknowledgement are: Initial Acknowledgement, Stated Desire to Help, and...
    Demonstration of Empathy
  •  15
  • True or False? You should address clients by their first name.
    False
  •  15
  • What is the required introduction?
    Thank you for calling Freedom Mortgage, this is (First Name, Last Name) on a recorded line. How may I help you today?
  •  15
  • True or False? All FMC phone calls are recorded.
    True
  •  15
  • True or False? Hold time is preferred over dead air.
    True
  •  15
  • Fill in the blank. When you introduce the caller to a 3rd party before leaving the call, it is called a _______ transfer.
    Warm
  •  15
  • What should you do if you are in the middle of a call and it disconnects prematurely?
    Call back
  •  15
  • Fill in the blank. CSRs must avoid 2 topics; Denials and ________.
    Mortgage Terms (numbers)
  •  15
  • Fill in the blank. When you transfer a call directly to a 3rd party, without introduction, it is called a ______ transfer.
    Cold
  •  15
  • True or False? CSRs should use probing questions?
    True
  •  15