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TBN Express
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Concierge EP RON
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TBN Express
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OTG & APPRECIATION FORM
Name of the person submitting the report:
*
Eli
Joy
Marion
Zay
Precious
RJ
Stephanie
Liz
John
Jing
Kaye
Date the issue started/occured
*
Date
Time
What are you submitting today?
*
Personal OTG
Order Related OTG
TMA - Team Member Appreciation
What's the issue you'd like to submit an OTG for?
*
No Call No Show
More than 5 minutes late
Failed to update ticket
Made a serious mistake
Mad a tiny mistake
Other
Detailed description of Personal OTG
*
Please attach any file(s) if applicable
Drag & Drop Files,
Choose Files to Upload
Team member you are appreciating:
*
Eli
Joy
Marion
Maya
Zay
Precious
RJ
Stephanie
Kaye
Liz
John
Sonny
Ems
What's the area or topic you'd like to appreciate this team member for?
*
Went above and beyond for you or other team member
Received a compliment from a client
Took ownership for mistake
Picked up an extra responsibility
Caught an error or mistake early
Did something really fast or efficiently
Shared valuable wisdom/insight
Solved a difficult problem
Other
Detailed description of the reason for this hooray!
*
Please attach any file(s) if applicable
Drag & Drop Files,
Choose Files to Upload
Order/Process Related OTG
Clickup ticket link if applicable:
*
Client Name:
*
Signer name:
Notary Name
N/A if not a notary error
Did it impact the client?
*
Client could have been impacted but wasn't
Client was impacted
No impact on client
At what stage did it occur?
*
Pre-appointment
Day of Appointment
Post-Appointment
Not Appointment Related
How did we become aware of the issue?
*
TBN member noticed
Client contacted TBN
Signer contacted TBN
Notary contacted TBN
Other
Other
*
How did we become aware of the issue?
What happened? What caused of the situation?
*
Severity
*
Minor
Moderate
Severe
Category
*
Document Review
Appointment Confirmation
Order Submission
Document Preparation
Booking
Tech Session
RON Session
Ticket documentation
Notary Issues
Office related
Scanback
Shipping of signing docs
Shipping of executed docs
Binder issues
Deed issues
Client/Signer issues
ID Verification
KBA
Accounting
ClickUp Status
Onfleet App
Email Response
Misinformation/Miscommunication
Screenshot or Loom if that is helpful to show what is happening/happened
Drag & Drop Files,
Choose Files to Upload
Submit Form
TBN Express
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TBN Express
Services
Document Concierge
EP Attorneys
Concierge EP RON
Pricing
Blog
Meet the Team
Apply
Contact Us
Client Login
