Transcript Slide 1

USAA Updated Price Quote
(UPQ) Weblink Guide
PC Link
Must copy & paste into web browser
https://usaaleads.com/moversadvantage/moversadvantage.php
USAA CONFIDENTIAL
This is how the blank form will appear when
you access the UPQ link.
Instructions to Complete Form – 1 of 2
*Required Fields / Optional Fields
1.
Agent Information
a.
Assigned Agent* - Full name
b.
Agent Phone* - Phone number
c.
Agent Email* - Full email
d.
File Number* - Cartus file number (7 digits)
e.
Anagram* - 3 or 4 letters/numbers combo for your
Broker
1.
Contact your Broker for this information
2. The following will Auto-Populate:
a.
Company Name*
b.
Relo Email*
c.
If the form does not auto-populate, retype
the anagram, select anagram, and hit
‘TAB’.
2.
Advisor
a.
Business Development Advisor – If Applicable
3.
Member Information
a.
First Name*
b.
Last Name*
c.
Member Phone* - Best Contact #
d.
Close Date*
1. Select from pop-up calendar
2. If date not available, pick estimation, and add a
note in the details section.
e.
Member Number
f.
USAA Mtg. Loan #
g.
Builder Name
Instructions to Complete Form - 2 of 2
*Required Fields / Optional Fields
1.
Property Address
a.
If available
2.
Loan Type*
a.
Select from drop down
Details of offer from other lender*
a. Lender Name*
1.
List name or ‘n/a’
b. Details*
1.
Complete or ‘n/a’
3.
4.
Click: SUBMIT
ERROR EXAMPLE
Here is an example of a
form that has missing
data & the error
messages that can apply.
Success!
1.
This is how you will know the
UPQ form and data has been sent
for follow up.
2.
You will receive a “Success”
confirmation page that looks like
this.
3.
You’re all done! USAA will reach
out to the member.
4.
An automated confirmation email
will be sent to: The Agent & The
Relocation Manager Each Time a
UPQ lead is sent. (See next slide)
a. The automated confirmation
will ONLY be sent to a
USAA Business
Development Advisor if one
is available in your area, and
has been selected on the
form.
Automated Confirmation Email Example
To ensure email delivery, add the following to your address book:
[email protected] & [email protected]
7