Name: Understanding Dispositions and Actions in Surplus Systems
Uploaded: 2024-05-17
Description: Understanding Dispositions and Actions in Surplus Systems

Introduction to Dispositions

Handling Hot, Warm, and Not Interested Leads

Sending Contracts and Fee Agreements

Handling Various Call Outcomes

Removed from Automation & Direct Mail

Managing Related Contacts & Deleting Entries

Single Skip Trace Process

Summary & Conclusion

The video provides a walkthrough of the dispositions within surplus systems. It explains how dispositions work in the platform, including various types like surplus dispositions, lead dispositions, and actions related to sending contracts, fee agreements, paperwork, and follow-ups. It also covers scenarios such as hot leads, warm leads, not interested leads, customer hang-ups, unable to contact, and more.