▲Upturn Closing › Steps after BA ← Back 🏠 Home
The full closing sequence after the BA — enrollment, DS comp email, payment date, bank info, QA, contract signing, submit, and transfer to Cordoba.
  1. Enrollment plan
    1. Click Enrollment (purple bar).
    2. Select plan account CORDOBA, select base plan CORDOBA.
    3. Program length: LONGEST TERM MONTHS.
    4. Click SAVE ENROLLMENT PLAN.
    Enrollment plan screen with plan account, base plan, program length and Save Enrollment Plan circled
    ① Plan account Cordoba Legal Group · ② base plan Cordoba Plan · ③ program length (longest term) · then ④ Save Enrollment Plan (top purple bar). Client name hidden.
  2. DS Comp email — program explanation — loan pivot
    1. Click Emails (grey button).
    2. Click Send email (far right).
    3. Select template ENGLISH DS COMPARISON.
    4. Scroll down and go over the RED and GREEN numbers, and SELL and EXPLAIN the benefits of the service.
    Send An Email with the ENGLISH DS COMPARISON template circled
    In Send Email, pick the ENGLISH DS COMPARISON template (top‑right, circled), then scroll the email and go over the RED & GREEN numbers. Client name/email hidden.
  3. First payment date
    1. Click Edit enrollment plan.
    2. Go to the calendar and choose the first payment date and the recurring payment date — both the same date.
    3. Click SAVE ENROLLMENT PLAN.
    Enrollment plan screen with First Payment Date and Save Enrollment Plan circled
    ① Click the First Payment Date calendar and pick the date — set the Recurring Start Date just below it to the same date — then ② Save Enrollment Plan. Client name hidden.
  4. Bank info
    1. Enter the routing number and click on the bank it gives you.
    2. Enter the account number and select checking.
    3. Click SAVE BANK.
    Bank Account form with routing, account, checking and Save Bank circled
    ① Routing number · ② account number · ③ Account Type Checking · ④ Save Bank. Routing/account numbers, name & address hidden.
  5. Check spelling and send to closers QA
    1. Check spelling, fill out employer, and write the hardship info paragraph.
    2. Once all is perfect, copy and paste the Forth link into the closers collective chat and tag Sierra.
    @Siera qc MLSR-1228592356

    Type the real deal number over MLSR‑…, then hit Copy and paste it in the chat.

  6. Send contract and walk through signing
    1. Click DOCS (grey button).
    2. Click CIXSIGN DOCS (middle page).
    3. Click Generate Documents.
    4. Click package.
    5. Select package English Cordoba.
    6. Click Send Via SMS.
    7. Click Send for signature (bottom right).
    Docs tab with Docs, Clixsign Docs and Generate Document circled
    ① DOCS tab · ② Clixsign Docs · ③ Generate Documents — then pick the English Cordoba package and Send for signature. Client info hidden.
  7. Walk through client signing

    Read this to walk the client through signing on their phone (Clixsign):

    "Ok (client name), I just sent your document to your email for your records, and we're going to sign it on your cell phone. So go ahead and look at your text messages and you'll see a document from Clixsign that I sent you. Do you see it? Great!"

    "Ok, so click on the link to open the doc. There will be 1 box — you need to press each box to enter a check into it. Then you'll click BEGIN SIGNING."

    "Once you press begin signing, you'll see an area that says sign here. The first time you press it, you'll see your name and initials in cursive, and under that you need to press ADOPT AND CONFIRM SIGNATURE — that creates your digital signature and initials."

    "Then all you do is go down the document, and wherever it says sign or initial here or next field, just press your finger in that box and it'll enter your signature or initial where it's needed. There's only about 6 boxes to sign."

    "When those are all filled out, at the bottom you'll click finish document. Then let me know when it says Document successfully completed and I'll check it's good on our end as well!"

  8. Submit file

    Once the contract is signed, click Enrollment and click SUBMIT FILE.

  9. Welcome Call prep — get the client ready

    Read this so the client answers Cordoba's questions correctly — clear YES / NO answers, and have their routing & account number handy:

    "So I'm going to transfer you to Cordoba Legal Group, and they're going to ask you a series of questions that need to be answered correctly. I'm going to prepare you for the questions so you know exactly how they need to be answered. It's important to complete this last step, and they need clear YES and NO answers."

    1 · Verify basic info

    "They'll ask you to verify your basic info — your name, address, birthdate, social, and email — so just answer those when they ask."

    2 · Three quick questions — all NO

    • NO Is the debt secured by a home?
    • NO Is it student loan debt?
    • NO Is the debt related to a business?

    3 · The wordy questions — the easy rule

    They'll ask about 7–8 questions that are kind of wordy. To make it easy to remember: if the question starts with "Were you made aware…" or ends with "…Do you understand and agree?" — the answer is always YES.

    4 · Confirm the debts & payment

    "Then they'll go over the debts they're paying off, the payment amount and payment date, and you'll confirm and agree to that."

    5 · Have these ready

    Make sure the client has their routing and account number handy — Cordoba will have them read it back.

    Wrap & transfer

    "Other than that, it's pretty straightforward — so I'm going to get Cordoba on the line and introduce you, and then you'll finish the welcome call with them. Ok? Perfect. Ok, stay on the line with me while I bring them on the line……"

  10. Hand off — transfer to Cordoba

    Warm-transfer the client to Cordoba, introduce them, then let Cordoba finish the welcome call. Follow your Cordoba transfer instructions.

✅ That's the close. The client is enrolled, signed, file submitted, and handed off to Cordoba for the welcome call.
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