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RF - Module 4: Managing Live Facilities
Course
16 Lessons
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Contents
Unit 9: Managing Live Facilities and Client Retention
1. Overview
2. Shared Accountability in Facility Servicing
3. Risk Monitoring
4. Broker's Role in Relationship Maintenance
5. Common Points of Friction Post-Onboarding
6. Retention and Relationship Strategies
7. Wrap Up!
Quiz
Unit 10: Exit Triggers and Facility Termination
1. Overview
2. Exit Scenarios in Receivables Finance
3. Broker’s Role During Facility Exit
4. Operational Steps in Facility Wind-Down
5. Early Repayment Clauses and Their Implications
6. Events of Default and Enforcement Protocols
7. Wrap Up!
Quiz