Action Codes & Phone Types (Third-Party)

General Action Codes

These are action codes to use in sync with the Contact Type Action Codes.

o SEE – See Notes

o When you need to notate the account without wanting to change anything that has been set
up on the account or when the account is being notated from a wrong party contact.

o DTR – Desk Transfer Request

o When you verify you are speaking to the correct party, use this action code to transfer the
account to your desk. If the account is already in someone else’s desk the desk transfer request
section on uPortal needs to be filled out.

o JOB – Job Information Obtained

o When you verify you are speaking to the correct party and obtain job information of the
borrower/debtor.

o COG – Called Off Grid

o Anytime a number is manually dialed off of the “Grid” the account should be notated including
this action code.

End-Line Action Codes

These are action codes are to only be used at the end of an Action Code Chain or by themselves.

o PPA – Payment Plan Startup

o When setting up a single payment, a payment plan or adjusting payment dates.

o GET– Give Extra Time

o When you contact the consumer but no payment plan is set up.

o DNC – Do Not Call

o When the consumer refuses to pay, states they are filing a complaint, is claiming fraud or if they
give a verbal cease and desist.

Phone Types
As you are calling accounts, please mark the phone types.
H – Good Home Phone M – Good Mobile Phone
W – Good Work Phone B – Bad Phone Number
D – Do Not Call F – Fax Number

Version 1.10 Updated - 1/25/2019