Queues for line of credit

Using the Line of Credit Manager and the Quick Queue feature, lines of credit can be filtered and added to a list for agents to service. The queue will help agents focus on specific accounts and update the list as the lines of credit are checked off. Like our other queue features, this helps improve the efficiency and accuracy of your agents. 

To use the quick queue, first navigate to the "Lines of Credit" manager and filter your search and select the lines of credit you'd like to add to the queue. 

When the lines of credit are selected, click the three dots to open options, then select “Start Quick Queue” from the menu. 

When you begin the queue, you'll be taken through each account on the list. You can use the bar across the top to navigate between different account on the list. The changes you make to the account will be saved, but the queue itself will not be saved when you exit.