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Keypoint Chat Window



Title: Chat Window


https://server.iad.liveperson.net/hc/58564167/?cmd=file&file=chatTemplate&site=58564167&sessionkey=H3637598647138855901-1199595382562214339K107731622&template=classic_chatText

Chat InformationAn online representative will be with you shortly. You are number 1 in the queue.

Chat InformationYou are now chatting with 'Jessica'

Jessica: Welcome to KeyPoint Credit Union's Live Chat service. How may I assist you?

Jessica: Did you know KeyPoint Mortgage Services offers over 150 loan programs in all 50 states? If you're thinking about buying or refinancing your home, vacation or rental property, just let me know.

Jessica: If you'd like to speak to one of our mortgage loan consultants call (888)251-5270.

ROBERT: hi. is it possible to customize the address printed on my checks when reordering?

Jessica: Yes, but the address you place on your checks, if different then what we have on your account, would have to be added to our systems. For merchant verification.

ROBERT: well, going through the Clarke-American reordering process, they said I must contact "my financial institution" if I want the printed address changed. So, I assume that "financial institution" is you ;-). Would it be possible to either not print my address or print my home address (rather than my mailing address)?

Jessica: Of course, May I have your account number?

ROBERT: my checking account is

Jessica: One moment please.

Jessica: At KeyPoint Credit Union, member security is our top priority. May I verify your identity using the Express Security that you established on your account?

ROBERT: yes. please.

Jessica: Please answer the two questions exactly as you established on your account. If you are unsure of an answer you may request another question.

Jessica: What year did you graduate from high school?

Jessica: What is the name of the street you grew up on?

Jessica: Thank you. You did pass verification.

Jessica: I do have to fill out a form to order your new checks, and I have to add the new address to our systems as an alternate. May I have the address you would like to use on your checks?

ROBERT: Is "no address" an option?

Jessica: No, no one would accept your checks.

ROBERT: OK. Then, please print my home address on the checks. My home address is:

ROBERT . where-I-live

ROBERT: (fwiw, my next check # in sequence is 1151.)

Jessica: Okay, thank you. One moment while I fill out the check order form.

ROBERT: thanks

ROBERT: will the checks be mailed to my mailing address?

ROBERT: (I have had my checks stolen in the past, so it is important that they be mailed to my mailing address.)

Jessica: Is the mailing address different then the home address?

ROBERT: yes. My mailing address is:

ROBERT where-I-live

Jessica: Do you want your phone number on the check? Drivers Lisence number?

ROBERT: my phone number would be good: my-Oakland-voicemail-number

Jessica: Thank you.

ROBERT: have they been ordered?

Jessica: The checks take 7-10 business days and have been ordered.

ROBERT: excellent. can this chat session be saved (to a file)?

Jessica: Yes, you can try to save it.

Jessica: You may have to copy and paste into a word document and save it that way.

ROBERT: thanks. have a great day.



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