usaa updated price quote upq weblink guide n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
USAA Updated Price Quote (UPQ) Weblink Guide PowerPoint Presentation
Download Presentation
USAA Updated Price Quote (UPQ) Weblink Guide

Loading in 2 Seconds...

play fullscreen
1 / 7

USAA Updated Price Quote (UPQ) Weblink Guide - PowerPoint PPT Presentation


  • 556 Views
  • Uploaded on

USAA Updated Price Quote (UPQ) Weblink Guide. PC Link Must copy & paste into web browser https://usaaleads.com/moversadvantage/moversadvantage.php. USAA CONFIDENTIAL. This is how the blank form will appear when you access the UPQ link. Instructions to Complete Form – 1 of 2

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'USAA Updated Price Quote (UPQ) Weblink Guide' - gavan


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
usaa updated price quote upq weblink guide
USAA Updated Price Quote(UPQ) Weblink Guide
  • PC Link
  • Must copy & paste into web browser
  • https://usaaleads.com/moversadvantage/moversadvantage.php

USAA CONFIDENTIAL

slide3

Instructions to Complete Form – 1 of 2

  • *Required Fields / Optional Fields
  • Agent Information
    • Assigned Agent* - Full name
    • Agent Phone* - Phone number
    • Agent Email* - Full email
    • File Number* - Cartusfile number (7 digits)
    • Anagram* - 3 or 4 letters/numbers combo for your Broker
      • Contact your Broker for this information
      • The following will Auto-Populate:
        • Company Name*
        • Relo Email*
        • If the form does notauto-populate, retype the anagram, select anagram, and hit ‘TAB’.
  • Advisor
    • Business Development Advisor – If Applicable
  • Member Information
    • First Name*
    • Last Name*
    • Member Phone* - Best Contact #
    • Close Date*
        • Select from pop-up calendar
        • If date not available, pick estimation, and add a note in the details section.
    • Member Number
    • USAA Mtg. Loan #
    • Builder Name
slide4

Instructions to Complete Form - 2 of 2

  • *Required Fields / Optional Fields
  • Property Address
    • If available
  • Loan Type*
    • Select from drop down
  • Details of offer from other lender*
    • Lender Name*
      • List name or ‘n/a’
    • Details*
      • Complete or ‘n/a’
  • Click: SUBMIT
slide5

ERROR EXAMPLE

Here is an example of a form that has missing data & the error messages that can apply.

slide6

Success!

  • This is how you will know the UPQ form and data has been sent for follow up.
  • You will receive a “Success” confirmation page that looks like this.
  • You’re all done! USAA will reach out to the member.
  • An automated confirmation email will be sent to: The Agent & The Relocation Manager Each Time a UPQ lead is sent. (See next slide)
    • The automated confirmation will ONLY be sent to a USAA Business Development Advisor if one is available in your area, and has been selected on the form.
automated confirmation email example
Automated Confirmation Email Example

To ensure email delivery, add the following to your address book: leadqual@leads360.com & system@securesend.org