What Byrider procedure involves taking the Customer Statement (CRM) at the Housing tab?
Byrider Franchise · 2025 FDDAnswer from 2025 FDD Document
sale is complete | | | 7.49 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | BEST PRACTICE: Turnover (TO) | | | 7.49 | | 10
| The Service walk The Evidence Manual If the Discover system or your store's printers aren't working… CNAC actions | 7.50 7.50 7.50 7.51 |
|---|---|
| When an application is rejected by CNAC | 7.52 |
| Page Rev. 08/20/2021 | |
| CRM (Customer Relationship Management) - | 7.53 |
| The P,R.E. (Preliminary Risk Evaluation) process | 7.54 |
| PROCEDURE: Conducting the Preliminary Risk Evaluation (P.R.E.) | 7.54 |
| PROCEDURE: Completing the P,R,E, sections | 7.56 |
| PROCEDURE: Accessing the application in CRM (Customer Relationship Management) | 7.61 |
| Application menu bar in CRM | 7.63 |
| BEST PRACTICE: Disclosure of personal information | 7.63 |
| The Customer Statement (CRM) | 7.64 |
| PROCEDURE: Taking the Customer Statement (CRM) – Step 1 – Contact tab | 7.64 |
| PROCEDURE: Taking the Customer Statement (CRM) – Step 2 – Housing | 7.67 |
| PROCEDURE: Taking the Customer Statement (CRM) – Step 3 – Employment tab | 7.71 |
| PROCEDURE: Taking the Customer Statement (CRM) – Step 4 – Financial tab | 7.75 |
| The Needs Analysis | 7.78 |
| PROCEDURE: Preparing the Needs Analysis (CRM) | 7.79 |
| Uploading applicant's stips in CRM | 7.80 |
| Emailing stips requ |
Source: Item 23 — Receipts (FDD pages 88–335)
What This Means (2025 FDD)
According to Byrider's 2025 Franchise Disclosure Document, the Customer Statement (CRM) involves a multi-step procedure. Specifically, Step 2 of this procedure involves the Housing tab within the CRM system. This implies that when taking a Customer Statement, Byrider franchisees must navigate through different tabs in the CRM, with the Housing tab being a designated step in the process.
The CRM (Customer Relationship Management) system appears to be a central tool for managing customer interactions and data collection within the Byrider franchise. The Customer Statement is a key document or record that Byrider uses during the customer engagement process. The procedure for taking the Customer Statement is broken down into multiple steps, each focusing on a specific category of information.
Byrider's procedure for taking the Customer Statement (CRM) is divided into distinct steps, each focusing on a specific category of information. These steps include the Contact tab, Housing tab, Employment tab, and Financial tab. This structured approach ensures that all necessary information is collected in an organized manner. The CRM system is a central tool for managing customer interactions and data collection within the Byrider franchise.