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Webinar: Help Your Customers Understand the Notices They Receive

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Information about Webinar: Help Your Customers Understand the Notices They Receive
Law

Published on October 1, 2014

Author: zlien

Source: slideshare.net

Description

Accompanying Webinar: http://hub.zlien.com/help-your-customers-understand-the-notices-they-receive-webinar-materials

If you're sending notices to your customer on a project, it is likely that the customer is already familiar with the document. However, in some cases folks may be confused as to what the document they're receiving is and why you are sending it.

This webinar will help you best explain to your customers the process of sending notices so that you can facilitate a successful project and maintain a good professional relationship.
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1. Help Your Customers Understand the Notices They Receive Encourage a successful project from the start

2. Credit Academy Webinars: Every Wednesday & Thursday at 1pm CST http://www.zlien.com/credit-academy/webinars/

3. Turn that frown upside down

4. To be sure, make sure they received a Preliminary Notice

5. Also known as... Notice of Furnishing 20-Day Preliminary Notice Notice to Owner & Contractor Notice of Contractual Retainage

6. Now that we’re on the same page! This is not a lien! We are sending a notice based on state requirements. Or we may be sending this voluntarily based on our company lien policy. We are letting everyone on the job know we will be furnishing labor and/or materials to the jobsite. We are securing our interest in the project & protecting our lien rights. This notice is not a reflection of the credit of company or individuals on the project or their ability to make payment.

7. We look forward to a successful project

8. Online Resources http://www.zlien.com/mechanics-lien/resources-and-faqs/

9. Ask the right questions to locate this project either from your system or the zlien LienPilot platform.

10. “Are you viewing a copy of the document now?” “What is the title of the document, such as “Notice of Furnishing,” “Notice to Owner,” or “Claim of Lien?” “What is the reference number, job name or project address?” “What are your specific questions regarding this project or notice?”

11. Now you’ve got it!

12. Pull up the notice in your LienPilot

13. Expand product details to understand and help your customer understand why the notice was sent.

14. View the notice sent from the expanded

15. Need to send corrections? http://www.zlien.com/fix/

16. Submit corrections easily

17. Recap First, make sure they received a preliminary notice rather than Assure your customer that this is NOT A LIEN! The notice is not a reflection of the credit of the companies or individuals involved or their ability to pay. You are notifying the parties up the chain of your involvement on the project. In the event of non-payment, your company is protecting your light rights. You look forward to a successful project!

18. See you at next week’s installment of zlien Credit Academy webinars!

19. Credit Academy Webinars: Every Wednesday & Thursday at 1pm CST http://www.zlien.com/credit-academy/webinars/

20. New to zlien? Learn 5 Steps to Get Paid Thursday, July 24th at 1pm CST

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