Hello Clients,

Please review the short instructional video to walk you through the new process for Adverse Action letters.

HubSpot Video

 

  Pre-Adverse Action Adverse Action
Jurisdiction Process Change Automatic or Manual Process Change Automatic or Manual
Illinois New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
California New Letter/Client Entry Required Automatic New Letter/NO Client Entry Required Automatic
Massachusetts New Letter/Client Entry Required Automatic New Letter/NO Client Entry Required Automatic
New Jersey New Letter/NO Client Entry Required Automatic New Letter/NO Client Entry Required Automatic
Los Angeles, CA Must Send Manually Manual Must Send Manually Manual
San Francisco, CA New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
Montgomery, MD New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
Prince Georges, MD New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
New York City, NY Must Send Manually Manual Must Send Manually Manual
Portland, OR New Letter/NO Client Entry Required Automatic New Letter/Client Entry Required Automatic
Philadelphia, PA New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
Austin, TX New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
Seattle, WA New Letter/Client Entry Required Automatic New Letter/Client Entry Required Automatic
All Other Jurisdictions New Letter/NO Client Entry Required Automatic New Letter/NO Client Entry Required Automatic

 

*New Letter/Client Entry Required: a dropdown will appear in a new box asking the requestor to enter information
*New Letter/NO Client Entry Required: a dropdown will not appear and no additional information is required by the requestor
*Automatic: once information is provided, the client can send the notice to the candidate by clicking the Email icon
*Manual - the client must manually send the notice to the candidate