Zoom Logo

LISC/Esusu Biweekly Check-in - Shared screen with speaker view
Kamilla Johnson
12:20
Good Afternoon LISC FOCs
Kenan Hadzic
35:20
When you say they will need proof for what they will spend the match on. What exactly are you referring to and what would meet that requirement?
Migdalia
37:17
What is a referral Code?
Suzie
38:37
Is there an age of eligibility, if not and they're a minor, do parents need to sign off on it?
Debbie Flores
38:41
If they previously used the match fund through Justine Petersen Twin Account, will they be eligible for Esusu match funds. Is the match funds a 1 time only or once a year opportunity?
Amy McMaster-NOCAC FOC
40:20
How do you receive your referral code?
Joyce Alridge
41:44
is it 18 year old and up
Joseph Ceasar (LIFE)
42:11
Is that LISC/Esusu Twin Account site live? If so, could you post it in the chat?
David Fernandez Alliance
43:11
if a client does not successfully complete the twin, is negative payment info reported or is the "loan" collapsed (do no harm)?
Amy McMaster-NOCAC FOC
43:44
Is there a paper (online) application they fill out or does downloading the app is the first step to opening the account after initial financial coaching appointment
Laine Rolong (Lie_neh) - She,her,hers - Chicago IL
45:39
Clients that participated in JP program in the past are not eligible for the match. We want to share the opportunity to save and build credit to new clients.
Laine Rolong (Lie_neh) - She,her,hers - Chicago IL
46:38
Clients with late payments will not be eligible for the LISC saving match that month.
Felicia Sanchez
48:09
Is Esusu reporting to all 3 bureau's?
Joseph Ceasar (LIFE)
48:55
Laine, in the past the match was available for two years. If we have a client who is in their first year, will they be eligible for the LISC Esusu match for year two?
Suzie
52:59
For us as counselors, can we use the app so we can become familiar with it? Or is there a demo sign in to learn on?
Elizabeth Grisham
53:47
Does each coach get a referral code, or is it one per agency
Migdalia
56:53
How do we access the training?
Joyce Alridge
56:57
Do you know when is the next training
Laine Rolong (Lie_neh) - She,her,hers - Chicago IL
57:15
Register to the Training: Introducing Credit for Asset Building on Friday, March 5th Time: 1:00pm CST
Joyce Alridge
57:45
Thanks
Laine Rolong (Lie_neh) - She,her,hers - Chicago IL
57:48
Training: https://liscmeetings.webex.com/mw3300/mywebex/default.do?service=7&nomenu=true&main_url=%2Ftc3300%2Ftrainingcenter%2FLoading.do%3Fsiteurl%3Dliscmeetings%26UID%3D3476083731%26RT%3DMiMxMQ%253D%253D%26siteurl%3Dliscmeetings%26apiname%3Dj.php%26MTID%3Dtebecd10b2394935d7705779d85375b9d%26FM%3D1%26rnd%3D2042827109%26servicename%3DTC%26ED%3D1205893837%26needFilter%3Dfalse&siteurl=liscmeetings
Debbie Flores
58:18
Thank you Kamilla I am excited to get rolling.
Joseph Ceasar (LIFE)
59:09
Great presentation Kamilla! Is your email address kjohnson@esusu.org?
Joseph Ceasar (LIFE)
01:01:09
Thanks for the response Laine!
Amy McMaster-NOCAC FOC
01:03:31
Are there any fees for the client? It looks like the FAQ sheet does for group accounts
Joyce Alridge
01:03:42
I did not get your email
Elizabeth Grisham
01:04:26
When download the app and sign up, do we use our own referral code?
Migdalia
01:05:09
Please provide your email address. Thanks.
Chidi
01:05:20
kamilla@esusu.org
Chidi
01:06:11
Hi Elizabeth - If you would like to save, you can use your referral code to create a goal
Elizabeth Grisham
01:08:18
Thank you
jlauchlan
01:11:15
Can clients participate with an ITIN rather than an SSN?
Hannah Posey
01:13:44
Could a client change their savings goal after starting? ie. they are able to save $50/month then after a few months life happens and they can now only afford $25.
Amy McMaster-NOCAC FOC
01:15:51
Does the FOC agency have to report any information to LISC or Esusu?
Chidi
01:16:38
Hi Jlauchlan - Clients can complete verification using an SSN, not ITIN at the moment. The client can use a state ID or drivers license as well.
jlauchlan
01:17:12
So, they can participate without a SSN?
Jose Rodriguez
01:20:06
What’s your email Chidi?
Chidi
01:20:59
chidinma@esusu.org
Elizabeth Grisham
01:23:22
If their minimum is 25 do they have an option manually add additional funds if they have extra in their budget?
Elizabeth Grisham
01:24:54
Thank you.
jlauchlan
01:25:33
Not sure if this question got answered: can a client participate without a SSN?
Joyce Alridge
01:26:09
Thank you Very much