Capitec Bank’s debt review department have asked Debt Counsellors to help make things easier and faster by using Excel when asking for bulk transfers
The bank’s debt review department recently messaged all Debt Counsellors with the request to help them process bulk transfer requests more efficiently.
Many times, the debt review department receives PDF files (with the request and info) but that presents them with a bit of a challenge in that the PDFs cannot be converted directly, requiring them to manually capture the client details in Excel themselves before processing. This leaves room for human error on their side.
Capitec says that providing the Excel file upfront will significantly speed up the process and encourage any Debt Counsellors making multiple client transfer requests to attach a helpful Excel doc to their correspondence.
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