Task Select

PLATINUM

Reward

180 tokens

Mission ID

Client Onboarding

Complete new client onboarding process after funding, ensuring they understand terms and servicing.

Rotation: weekly • expires in 3d

Target ranks: Gold • Platinum • Diamond

Welcome and orient new funded client

Client Onboarding

Complete new client onboarding process after funding, ensuring they understand terms and servicing.

Difficulty

★ ★ ★ ☆ ☆

Category

Client Service

Estimated Time

1 hrs

AI Match

93%

Engagement Event

Happy clients refer. Make this experience memorable.

First impressions post-close matter for the long game.

Rank focus

Gold • Platinum • Diamond

Rotation

weekly missionWelcome Aboard

Expires in 3d

Skill tags

Client RelationsCommunicationProcess Management
Back to marketplace

Abilities

Mission Loadout

Ability 1

Onboarding Prep

  • Review funded loan terms and servicing details.
  • Prepare welcome materials and contact info.

Ability 2

Welcome Touchpoint

  • Conduct welcome call walking through key info.
  • Send follow-up email with all materials.

Ability 3

Portal Setup

  • Ensure client has portal access.
  • Walk through payment setup and schedule.

Ability 4

Fully Onboarded

  • Client confident with servicing—relationship secured.