INS Workflow (simplified)

Più simili a questo

Learning Hacker

da Jim Blodget

visas

da Pioche-Dutheil Otis

備份規劃

da planetoid hsu

Business Card

da Anthony Neagle

CW team to chase necessary docs & monitor fee savings

Pass to INS for 2nd Ref

Successful 2nd Ref

If DRO:

Experian process

INS apply for Experian report

INS to process paperwork

INS book call to discuss forms with client

Client is uncontactable

INS send forms to client / submit application as necessary

IST: Case transfer / closure process

Chase procedure - loss of contact

CW team to chase missing information

INS Workflow (simplified)

Passed to INS for 1st Ref

Successful 1st Ref

INS: Letter sent to client

Passed to SA if Options Letter required

Successful

Client to proceed with INS route

Client not proceeding with INS route

Case transfer / closure proceedure

Unsuccessful