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- REFI set up as its own mailbox with an extension off
of a Powerline (the most common)
- REFI set up as an option 12 within each extension on
a Powerline
- REFI set up as a Standalone system with its own 800 number
If you have a Stand Alone system
you must record an Initial Greeting that the caller
will hear before accessing the survey. If your system is configured
with your Powerline 800 number, no additional Greeting is
necessary.
Callers to a REFI that is set
up as an extension must enter that extension number
(for example ext. 900) to access the survey. Callers to a
system set up with an Option 12 can press 12 at the master
greeting or after any recorded extension (listing code). Stand
Alone HAL systems will ring directly into the HAL survey.
Greeting Setup
Only users who have Stand Alone systems need to record Initial
Greetings.
From the Main Menu
- Press 9 - Personal Options
- Press 1 - Greetings
- Press 1 - Change Greeting
Zero Transfer Setup
From the Main Menu
- Press 9 - Personal Options
- Press 5 - Call Routing
- Press 1 - Configure Zero Transfer
Retrieving a Call Detail via
the Internet
To view or download your calls over the electronically:
- Access the Arch website at www.archtelecom.com
- Click on the link: Web Reports
- Click on the link: Refinance Line
- Input your account information and click the Get Report
button
Request Fax of New Responses
From the Main Menu
- Press 8 - Manage your survey
- Press 7 - Receive a Fax of Your New Calls
- Enter the 10 digit fax number where you would like your
report sent
Retrieve Recorded Messages
For calls where the caller left a voice response indicated
by a "Y" in the "V" column (the second
column) on the call detail fax you may request the recorded
question response by:
From the Main Menu
- Press 8 - Manage Your Survey
- Press 1 - Retrieve Recorded Responses
- Enter the response number you want to listen to followed
by #
Request Other Information By
Fax
From the Main Menu
- Press 8 - Manage Your Survey
- Press 7- Request Fax Of New Calls
- Enter the 10 digit fax number where you want report sent
Configure Current Interest Rate
From the Main Menu
- Press 8 - Manage Your Survey
- Press 6 - Listen To Or Change Current Interest Rates
- The System will announce
the current interest rate. You may at that point
enter the new interest rate that you would like to use followed
by # or press * (star) to keep old interest rate or press
# to use the national average interest rate updated weekly.
Custom Question Prompts
IMPORTANT: The Refinance
Line allows you to record your own voice over any of the standard
"stock" recorded questions. You must maintain the
integrity of the question-the custom recorded question must
solicit the same answer that would have resulted from the
"stock" question. The system's algorithm formulates
responses based upon the sequence of scripted answers. If
you would like to change the questions so the responses vary
from the stock recorded questions, please call Arch Telecom.
Customized set up fees may apply.
Listening to a Custom Question
Prompt
From the Main Menu
- Press 8 - Manage Your Survey
- Press 2 - Record Custom Question Prompts
- Press 1 - To Listen to the current prompt for a question
enter the desired question
number followed by #
Recording a Custom Question
Prompt
From the Main Menu
- Press 8 - Manage your survey
- Press 2 - Record custom question prompt
- Enter the desired question number followed by #
Erasing a Custom Question Prompt
From the Main Menu
- Press 8 - Manage your survey
- Press 2 - Record Custom Question Prompt
- Press 3 - To Erase Custom Question Prompt & Use Default
Prompt
- Enter the desired question number followed by #
The script for the Refinance
Line is as follows:
Question# Prompt
- Thank you for calling the Refinance info line. This service
provides you with information about refinancing your current
home mortgage.
- You will need to know the original term of your current
mortgage, the original loan amount, the current balance
and interest rate on your mortgage, and how long you've
had your current mortgage.
- If you have this information handy, press 1. Otherwise,
press 2
- Please call back when you have the necessary information.
- Please enter the original term of your loan in years,
followed by #
- Please enter the original loan amount in dollars, followed
by #
- Please enter your current mortgage balance in dollars,
followed by #
- Next, you will need to enter how long you've had the
mortgage in years and months. For example, if you've had
your mortgage for 4 and a half years, you would enter 4
years and 6 months.
- Enter the number of years you've had your mortgage, followed
by #
- Enter the number of months you've had your mortgage, followed
by #
- Next, you will need to enter your current interest, leaving
out the decimal point. Press # when you are done. For example,
8% would be entered as 8#. 9 and a quarter percent would
be entered as 925#. 7 and a half percent would be entered
as 75#. Enter your interest rate now, followed by #.
- Enter the number of years of the term that you'd like
for your new mortgage, followed by #.
- Enter the number of years that you plan to stay at your
current home, followed by #. If you plan to stay indefinitely,
just press #.
- Based on the values you've entered, your new monthly
principal and interest payment would be <xxx>
- Which is an increase of <xxx>
- Which is a decrease of <xxx>
- Dollars a month. This amount does not include insurance,
taxes, or other amounts that may be added to your monthly
payment by the lender.
- At the end of <x>
- Years, your total savings as a result of the refinance
would be <xxx>
- Years, your total loss as a result of the refinance would
be <xxx>
- These results are only an approximation based on the
information you provided. A personal review with a loan
officer can provide a complete analysis based on your personal
circumstances and the lending plans currently available.
- To be immediately transferred to our office to speak
with a loan officer, press 0. To repeat the results, press
1. If you would like to leave a message and have a loan
officer call you back, press 2. To end this call, press
3.
- After the tone, please record your name, address, and
telephone number, then press the # key.
- Thank you. Your information has been recorded, and you
should hear from a loan officer within 1 business day.
- Thank you for calling. Goodbye.
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