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Intake Internal Form
Intake Internal
For use by Intake as both a script and form for internal use.
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INTAKE REP
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Andrew
Alfredo
Antonia
Brenda
Thanks for calling in. May I please have your name?
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In case we get disconnected, what's the best Phone Number to Reach You?
If we need to follow up, would it be okay to Text You?
Yes, I can and will accept Text messages.
Intro Yourself by first name and add that you are part of the Intake team and that you’d like to ask them a series of questions to see if there is a match between our firm’s specialty and your situation. ( You can refer to this later as they get off track).
From which California Car Dealer did you purchase your car?
Dealer's Website
Was the Car NEW, USED or CERTIFIED PRE-OWNED when you bought it?
New
Used
Certified Pre-Owned
Did you buy the car to use for personal use?
Personal & Commuting to Work
Personal & Ride-Share (Uber, Lyft) WHAT % ?
Commercial Use
What is the YEAR, MAKE & MODEL of the car?
In what Month and Year did you buy the car?
Do you still have the car?
Yes
No, Returned to Dealer or Sold.
No, Repossessed.
Is it still registered ?
Registered
Unable to Register
Not Registered by choice
Is the vehicle being driven? Where is the vehicle?
Approximately how many miles were on the car when you purchased it?
How many miles are on the car now?
IF CLOSE (OLD) – What was the PURCHASE PRICE of the car NOT INCLUDING interest, extended warranties, etc?
Did you buy the car AS IS or with a WARRANTY?
AS IS
With WARRANTY / SERVICE CONTRACT
Doesn’t Know
Did you PAY FOR A SERVICE COVERAGE?
Yes
No
Doesn’t Know
Did the dealership arrange a loan for you?
Yes, Arranged through the Dealer with Lender.
Yes, Arranged on my own.
Yes, Making Payments to the Dealer Directly.
No, Paid in full.
Did sign and were you given a copy of your credit application?
Yes, Signed and was given a Copy.
I may have signed but don’t have a copy.
I am unsure.
Do you know the Lender's Name?
If you financed the purchase, are you current with the payments?
Yes, Making Payments or Paid Off.
No, Late or Stopped
What ads did you see and what questions did you ask the dealership before buying the car? And how did they answer? Why did you choose to buy this vehicle?
Thank you for your patience. So why are you calling in today?
Please tell us what steps you have already taken to resolve this issue and the progress made.
Email Address ( WHEN INVITING THEM TO SUBMIT THE DOCS)
RESULT of CALL- Inc MAIN Rejection Reasons
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Blank
Requested Docs
Waiting for More
Call Back
Rej -Out of State
Rej -Car Turned In
Rej -Small Claims
Rej -Repair
Rej -Uber/Lyft
Rej -Commercial
Rej -Excessive Use
Rej -10 Day
Rej -Addons
Rej -APR
Rej -3 Yrs
Rej -PC Negl
Rej -Matter Resolved
Rej -Repo
Rej -Privare Seller
Rej -Recall
Rej -Ripped Off
Rej -Uncoop PC
Rej -PC Waited Too Long
Rej – Other (in Notes)
Approximate # of Min on the Call (Shows on phone)
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INTERNAL NOTES, NEXT STEPS
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First Name
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Last Name
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Best Phone Number to Reach You?
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Okay to Text You?
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Yes, I can and will accept Text messages.
Email Address
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From which California Car Dealer did you purchase your car?
*
Was the Car NEW, USED or CERTIFIED PRE-OWNED when you bought it?
*
New
Used
Certified Pre-Owned
How do you use the car?
*
Personal & Commuting to Work
Personal & Ride-Share (Uber, Lyft)
Commercial Use
Approximately WHEN did you purchase the car?
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MM slash DD slash YYYY
What is the YEAR, MAKE & MODEL of the car?
*
Approximately how many miles were on the car when you purchased it?
*
How many miles are on the car now?
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What was the PURCHASE PRICE of the car NOT INCLUDING interest, extended warranties, etc?
*
Did you finance the purchase with a loan?
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Yes, Arranged through the Dealer with Lender.
Yes, Arranged on my own.
Yes, Making Payments to the Dealer Directly.
No, Paid in full.
Did sign and were you given a copy of your credit application?
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Yes, Signed and was given a Copy.
I may have signed but don't have a copy.
I am unsure.
If you financed the purchase, please list the Lender's Name if known.
If you financed the purchase, are you current with the payments?
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Yes, Making Payments or Paid Off.
No, Late or Stopped
Do you still have the car?
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Yes
No, Returned to Dealer or Sold.
No, Repossessed.
What, if any, questions did you ask the dealership staff before buying the car? And how did they answer your questions?
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Thank you for your patience. What would you like us to know about your purchase? Please include information such as what went wrong, did you contact the dealer, was it fixed, how long did it take, etc? Please include a TIMELINE or DATES, either exact or ranges whenever possible.
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Please tell us what steps you have already taken to resolve this issue and the progress made.
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Consent
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I have read the
disclaimer
and understand that the Auto Fraud Legal Center is not my lawyer until both parties have signed a Retainer Agreement, which will only happen after a detailed review of my situation.
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