CLT Checklist Form Preparation and Scheduling

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Questions and Answers

What is the first step in the CST Assistance process?

Print the acknowledgement receipt

Send confirmation details to Treasury Team (correct)

Photocopy the CCT/Title

Pull out the CCT/Title from Treasury Team

What is required to be met before sending confirmation details to Treasury Team?

All checklist requirements (correct)

Client's authorization only

No checklist requirements

Only some checklist requirements

Who is responsible for sending the acknowledgement receipt?

CST (correct)

Client

Treasury Team

CRG

What is the purpose of Treasury Team's confirmation via email?

To confirm the CCT is okay for release Signup and view all the answers

What happens after the Treasury Team confirms the CCT is okay for release?

The client signs the copy of the CCT Signup and view all the answers

What is the role of the CRG in the process?

To cc in the email to Treasury Team Signup and view all the answers

What is necessary for the CST Assistance process to begin?

Checklist requirements met Signup and view all the answers

What is the destination of the CCT after it is pulled out from Treasury Team?

Cebu or Ilo-Ilo Office Signup and view all the answers

What is the duration of the approval from MAG and AR on the clearance for accounts endorsed to MAG?

No expiration Signup and view all the answers

What is the purpose of the Title Release specialist in charge notifying the client regarding the availability of title?

To notify the client of the availability of title for their account Signup and view all the answers

What is the deadline for the Title Release specialist to send title invitations for newly released titles?

30 days from receipt of complete documents from AMG Signup and view all the answers

What is the purpose of the Customer Line Item Display sample?

To check the codes and unit/parking vs MWAS Signup and view all the answers

What is the role of the CESG AND AMD Specialist in relation to accounts with deficit in Taxes and Fees?

To collect the deficit in Taxes and Fees from clients Signup and view all the answers

What is the purpose of the Checklist Verification?

To ensure that all necessary steps are taken in the Title Release process Signup and view all the answers

What is the purpose of the Title Release specialist coordinating with the property administration of the concerned project?

To provide assistance in notifying clients Signup and view all the answers

What is required to be scanned and saved to the drive?

Both the signed AR and signed CCT Signup and view all the answers

How many copies of the signed AR and signed CCT should be forwarded to Treasury daily?

2 copies Signup and view all the answers

What information should be updated in the Titles Inventory Monitoring sheet?

The name, contact details, email, and mailing address of the person who received the CCT Signup and view all the answers

What is the consequence of late delivery of titles due to the negligence of the specialist in charge?

Disciplinary sanctions and charging of all fees Signup and view all the answers

What is the purpose of the CLT checklist?

To verify the completeness of the documents Signup and view all the answers

What is required to be updated in the Titles Inventory Monitoring sheet after the scheduled appointment?

Both the accounts to be released and the status of the CCT Signup and view all the answers

Who should be contacted to coordinate the comments on the Authorization Letter?

Legal Team Signup and view all the answers

What is the purpose of the Acknowledgement Form and CCT sample copy?

To verify the client's authorization Signup and view all the answers

Study Notes

CLT Checklist and Preparation

CLT checklist form includes IDs, Authorization Letter, Sec Cert, and other pertinent documents.
Wait for the email confirmation of the treasury team prior to confirming the appointment schedule to the client.

CST Assistance

AGT CS Team sends confirmation details to the Treasury Team via email (cc CRG and CST) provided all checklist requirements are met.
CST sends the Acknowledgement Receipt via email (PDF copy - ready for printing).
Pull out the CCT/Title from the Treasury Team (Ilo-Ilo or Cebu Office).
Photocopy the CCT/Title (1 copy) - client to affix signature on the copy of the CCT.

CESG Assistance

Conformation of Treasury via email that CCT is okay for release from Treasury (Manila) to Treasury (Cebu or Ilo-Ilo).
Once confirmed, Treasury Team sends the CCT to the client.

Title Release

Once the CLT is approved, the Title Release specialist notifies the client regarding availability of title through email, phone call, social media platforms, sending of notices, marketing, and PMO, and house-to-house visits.
Regular follow-ups are sent by the Title Release specialist to the client.
The Title Release specialist coordinates with the property administration of the concerned project for assistance in notifying clients.

Post Title Release

Scan and save the signed AR and signed CCT to the drive, along with other documents.
Forward the copy of the signed AR and signed CCT to Treasury daily.
Update the Titles Inventory Monitoring sheet with the name, contact details, email, and mailing address of the person who received the CCT.

Others

Late delivery of titles due to negligence of the specialist in charge may entail disciplinary sanctions and charging of all fees.
The company is responsible for paying additional fees for late delivery of titles.

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Description

This quiz covers the preparation and scheduling of CLT checklist forms, including authorization letters, security certificates, and client confirmation.