| A | B |
|---|
| DOB on PNote Correct, change needs made in CRM (Step 1) | Click in the Title/Name area on the verification screen |
| DOB on PNote Correct, change needs made in CRM (Step 2) | Select/highlight/delete the inaccuracies in the Date of Birth field |
| DOB on PNote Correct, change needs made in CRM (Step 3) | Click on the “Update Primary Address” button for the changes to take effect |
| DOB Incorrect on PNote or Pnote matches CRM (Step 1) | Advise the borrower they must send Chase a written request with a state issued ID |
| DOB Incorrect on PNote or Pnote matches CRM (Step 2) | Advise the borrower where to send a written request |
| DOB Incorrect on PNote or Pnote matches CRM (Step 3) | Complete the Borrower Discrepancy Notification form |
| DOB Incorrect and Pnote not Imaged (Step 1) | Advise the caller that you are going to request a copy of the promissory note to be pulled to confirm the correct DOB listed on the original Promissory Note |
| DOB Incorrect and Pnote not Imaged (Step 2) | Open a route under General/Document Request |
