Agent Duties - Cancel A Mortgage

(EFFECTIVE IMMEDIATELY ON MARCH 6, 2012)


INTRODUCTION - CANCEL A MORTGAGE AGENTS


This page will outline the procedure for Sales Agents (2 Types) for Cancel-A-Mortgage


Two (2) Types of Agents -


A. Referral Agents (RA)


B. Continuing Agents (CA)


1. Referral Agents - (RA)  - Agents who get a one time referral fee for referring customers.


  A. REFERAL FEES: Referral Agents earn $250.00 per referral. (Paid when customers make payment in full)


2. Continuing Agents - (CA) (Agents who get ongoing monthly commissions on payments made by customers)


CA commission is 20% on all software 30% on monthly sales.


$500 Per Sale ($2,500) - SINGLE LICENSE

$1000 Per Sale ($5,000) MULTIPLE LICENSE


NOTE: YOU CAN ONLY BE ONE OF THE ABOVE, NOT BOTH.


NOTE: COMMISIONS ARE PAID WHEN CUSTOMERS HAVE SUBMITTED FULL PAYMENT.


3.  A TICKET MUST BE CREATED FOR THE CUSTOMER IN ORDER TO TRACK THE COMMISSION.


CUSTOMER SERVICE (CONTINUING AGENTS ONLY)


In order to insure that each customer get the best possible service with  Cancel A Mortgage(tm) the following duties are required for ongoing commission agents. Ongoing commissions will be paid only where there is evidence in the tickets that the customer accounts are being upkept according to these rules.


NOTE: These rules and specifications DO NOT apply to agents who are only referral agents. (RA)  Referral fees are paid on a one time basis to referral agent.


Continuing Agent (CA) are agents who get continuing commission (20% on all software sales) on work performed on client accounts and who regularly update and maintain client accounts for Cancel-A-Mortgage.


SPECIAL NOTE: Agents DO NOT take any monies for clients for court filing fees or pay any fees for any client.

                     Customers must pay their own fees from their own accounts.


                                           DUTIES FOR CONTINUING AGENTS (CA)


1. Update Client Tickets daily or as needed, and assist customers uploading documents, and making notes to the case.


2. Initiate CONSUMER CONTRACTS and ACCEPT PAYMENT in only CONSULTANT'S NAME with customers if those customers are at the local office. (COMMERICAL CONTRACTS ARE NEGOITIATED AND INITIATED ONLY BY THE CUSTOMERS)


3. Assist CONSULTANT or CONSULTANT'S secretary with using software to compose special software and papers for clients.


4. Contact Clients by telephone at least once a week to determine if any changes occurred in the case, and what needs to be done. (Assist Clients by Telephone)


5. Check PACER or electronic court records ONCE every week. (Done on Fridays, or Mondays)


4. Schedule Meeting and Tasks with Consultant when necessary.


5. Mail Pleadings to the Court, if client is client is disabled or unable to file in person.

   

  NOTE: No agent is expected to go to any court to file documents for customers.

  NOTE: This is only a courtesy. Customers are expected to file their own documents.



6. Collect Moneys and Make Deposits within 24 Hours, if customer does an in-house visit.

   Note: Agent may also direct the customer to make his/her own deposit and note this in the

   ticket.  NOTE: AGENTS COLLECT MONEY ON BEHALF OF CANCEL-A-MORTAGE, (NOT

   THEMSELVES)


7. Make Project Updates in the Project Manager, or the Matrix System.


8. Upload documents and pleading to the matrix system and/or Ticket System.


9. Place ALL important events on the Electronic Calendar, so that we can know what is due, and when.


10. Text Consultant on Urgent Matters. (Text Message, Ticket Update, and Voice Mail.)


11. Call 1-888-833-2459 x802 with any important updates, and leave voice mail if no answer.


12. Make Weekly STATUS REPORTS on FRIDAYS (end of day) on all cases managed by the agent. (Note: The Weekly Status Report is in the Ticket System)


13.  Call Clients at least one (1) time every week to check status, and UPDATE the ticket after the call to indicate that the customer was contacted. (Call Should be not more that 5-10 minutes)


14. Print/Compose Paper basic paper Work for Customers if necessary.


15. Assist Customers in using the Software remotely (lawsuits, appeals, bankruptcy, etc)


16. Schedule Meetings with the Consultant and Client so that work can be accomplished.


     NOTE: The consultant will remain the main point of contact to avoid confusion with clients.


17. BANKRUPTCY FILINGS: Assist customers with the filing of Bankruptcy using the licensed

     software remotely by Cancel A Mortgage


19. BANKRUPTCY AMENDMENTS: Assist Customers with the composing of Bankruptcy

     Amendments. Assistance extends ONLY to the use of the software remotely, and

     does not include any legal advise what-so-ever.


20. EVICTIONS: Assist customers with the use of the Eviction defense sofware remotely,

     and any other follow up action necessary in eviction


21. An agent should take any OTHER ACTION necessary to assist the customer who is having problems and will UPDATE THE TICKET to show what action has been taken. The ticket must be constantly updated to show that the customer is being properly serviced.


NOTE ON PROJECT MANAGEMENT/TICKET UPDATE: If a ticket is not properly updated than it

will be evidence that the agent is not properly servicing the account. No continous commisions will be paid in this event. TICKET UPDATES SHOULD OCCUR AT LEAST ONCE A WEEK.


NOTE ON COMMISSION: CANCEL-A-MORTGAGE(TM) reserves the right to OFFSET commisions with any monies owed to the consultant or to Cancel-A-Mortgage.



*** THESE POLICIES ARE SUBJECT TO CHANGE AT ANY TIME, AND THIS PAGE WILL BROADCAST

      ANY NEW CHANGES ****


THANK YOU.