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USAA Updated Price Quote (UPQ) Weblink Guide

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

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USAA Updated Price Quote (UPQ) Weblink Guide

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  1. USAA Updated Price Quote(UPQ) Weblink Guide • PC Link • Must copy & paste into web browser • https://usaaleads.com/moversadvantage/moversadvantage.php USAA CONFIDENTIAL

  2. This is how the blank form will appear when you access the UPQ link.

  3. Instructions to Complete Form – 1 of 2 • *Required Fields / Optional Fields • Agent Information • Assigned Agent* - Full name • Agent Phone* - Phone number • Agent Email* - Full email • File Number* - Cartusfile number (7 digits) • Anagram* - 3 or 4 letters/numbers combo for your Broker • Contact your Broker for this information • The following will Auto-Populate: • Company Name* • Relo Email* • If the form does notauto-populate, retype the anagram, select anagram, and hit ‘TAB’. • Advisor • Business Development Advisor – If Applicable • Member Information • First Name* • Last Name* • Member Phone* - Best Contact # • Close Date* • Select from pop-up calendar • If date not available, pick estimation, and add a note in the details section. • Member Number • USAA Mtg. Loan # • Builder Name

  4. Instructions to Complete Form - 2 of 2 • *Required Fields / Optional Fields • Property Address • If available • Loan Type* • Select from drop down • Details of offer from other lender* • Lender Name* • List name or ‘n/a’ • Details* • Complete or ‘n/a’ • Click: SUBMIT

  5. ERROR EXAMPLE Here is an example of a form that has missing data & the error messages that can apply.

  6. Success! • This is how you will know the UPQ form and data has been sent for follow up. • You will receive a “Success” confirmation page that looks like this. • You’re all done! USAA will reach out to the member. • An automated confirmation email will be sent to: The Agent & The Relocation Manager Each Time a UPQ lead is sent. (See next slide) • 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.

  7. Automated Confirmation Email Example To ensure email delivery, add the following to your address book: leadqual@leads360.com & system@securesend.org

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