Mar 07, 2023 1:49:42 PM (Read by you after 53 minutes, 55 seconds) +14155993537

Hi Bert! 👋 It's your Shift Advisor, reaching out about the car you are interested in. Is now a good time to text or call?

Mar 07, 2023 3:17:36 PM Me

I was just able to complete my paperwork and submit on VIN: WVWKR7AU3KW903039

Mar 07, 2023 3:17:58 PM Me

Running some errands at the moment, but could talk in a few hours later this afternoon

Mar 07, 2023 6:58:00 PM (Read by you after 8 minutes, 44 seconds) +14155993537

Hi Bert, this is Josie with the Shift Finance team. I have reviewed your credit application for the 2019 VOLKSWAGEN GOLF. The proof of income statements that we requested can not be altered. Can you please send them again?

Mar 07, 2023 7:10:31 PM Me

Sure. I can send them. I must have misread the "no transaction statements" part. To confirm, would you like the entire statement(s) or just the pages listing the deposits as a contractor? I will send them unredacted.

Mar 07, 2023 7:10:48 PM Me

And thank you for your help Josie I appreciate it

Mar 07, 2023 8:56:52 PM Me

And where should I send them?

Mar 07, 2023 8:57:03 PM Me

Email? The website?

Mar 08, 2023 11:18:31 AM Me

Hi, following up on the 2019 Volkswagen Golf. I am ready to move forward. I have the payment for the delivery. Please let me know about the question regarding resending my bank statements. I want to send you exactly what you're after. Let me know if you have any questions.

Mar 08, 2023 11:18:40 AM Me

Thanks, Bert

Mar 08, 2023 11:19:14 AM Me

Ps. Also have my $2k deposit ready as well.

Mar 08, 2023 12:03:17 PM Me

Have sent an email to sales@shift.com

Mar 11, 2023 2:07:51 PM (Read by you after 4 hours, 27 minutes, 9 seconds) +14155993537

Hello this is Sydnie with Shift. I just called and left a voicemail regarding the hold you placed on the 2019 Volkswagen e-Golf SE. Is there a time you are available today for me to reach back out? Thanks

Mar 11, 2023 6:35:40 PM Me

Hi Sydnie, I can call you tomorrow, Sunday, if you're around. Otherwise, I will call on Monday.

Mar 11, 2023 6:45:51 PM (Read by you after 28 minutes, 46 seconds) +14155993537

Hello - I am out of the office tomorrow but can give you a call anytime Monday from 9am-5:30pm. In the meantime we did send an email for you to upload documents required from the lender to submit if you have a chance to do so! They are needing 2 most recent paystubs in PDF version, if you do not receive paychecks they need 3 months of bank statements that have not been altered. Thank you!

Mar 11, 2023 7:25:59 PM Me

Excellent. I have the documents and can send asap. We can talk on Monday. What number should I call to speak to you?

Mar 11, 2023 7:26:29 PM Me

And are your hours PST?

Mar 13, 2023 10:24:30 AM (Read by you after 12 minutes, 58 seconds) +14155993537

Good Morning. Yes my hours are in PST. Our number is 855-744-3873, but I am happy to give you a call when you are available so you don't have to wait on hold.

Mar 13, 2023 1:29:09 PM Me

Hi, Letting you know I'll be available sometime after 4pm today. I'll text again when I can speak with you, Thanks!!

Mar 13, 2023 1:33:23 PM (Read by you after 1 minute, 53 seconds) +14155993537

Okay great - I'll look out for your text!

Mar 14, 2023 10:28:56 AM Me

Hi apologies for missing you yesterday. My afternoon ran longer than I thought. I am free after 1pm PST today and could talk anytime after that. Let me know what works for you. thanks!

Mar 14, 2023 1:05:57 PM (Read by you after 26 minutes, 28 seconds) +14155993537

Hello! I can give you a call around 1:30 PST if that works for you. Thanks!

Mar 14, 2023 1:32:31 PM Me

Yes, that would work.

Mar 14, 2023 2:34:43 PM (Read by you after 4 seconds) +14155993537

Hello - I just tried to call but it went straight to voicemail

Mar 14, 2023 2:34:49 PM Me

oh sorry

Mar 14, 2023 2:34:54 PM Me

Im here

Mar 14, 2023 2:35:04 PM Me

Try again

Mar 14, 2023 2:40:43 PM (Read by you after 13 minutes, 11 seconds) +14155993537

Hi there! 👋 It's your Shift Advisor, reaching out about the car you are interested in. Is now a good time to call about the car you're interested in? If now isn't good, please respond when you are ready for us to call you back.

Mar 15, 2023 4:39:57 PM Me

Hi Sydnie, this is Bert. Checking in to see if you've heard back yet on the E golf

Mar 16, 2023 10:58:44 AM (Read by you after 1 hour, 49 minutes, 33 seconds) +14155993537

Hi Bert! This is Sydnie. I was out of the office yesterday so missed your text, but I see you now have the white e-golf on hold! I've let my team know to start the walk-around of the vehicle and can work on swapping financing over to this car while we wait on that

Mar 16, 2023 12:52:29 PM Me

Hi Sydnie! That's what I thought this morning, that you probably had yesterday off. Yes, I did move to the white one. I was looking for that color initially when I put the grey one on hold. Then this week the white one showed up online. White is much better color of car to have in the summer in Southern California.

Mar 16, 2023 12:52:43 PM Me

Let me know next steps whenever you have the information. I'm here

Mar 16, 2023 1:54:38 PM (Read by you after 1 hour, 4 minutes, 13 seconds) +14155993537

Hi Bert, Dale with Shift Oakland here. While doing a quality control check on the VW e-Golf, I noticed that it pulls to the right pretty noticeably. I've made a repair order for our techs to look into it and determine the cause, hopefully it just needs an alignment. I'll be able to give you updates as I have them.

Mar 16, 2023 2:59:09 PM Me

Sounds good thanks Dale!

Mar 20, 2023 12:24:00 PM (Read by you after 13 minutes, 2 seconds) +14155993537

Hello this is Sydnie with Shift. Our techs have completed the order on the vehicle and there are no issues with the alignment. Is there a time you are available today to finalize the rest of your purchase? I resent the email for you to upload the documents requested from the lender as well. As a reminder they need paystubs if W2 or unedited bank statements if 1099/SE. Thank you!

Mar 20, 2023 4:58:41 PM Me

Hi Sydnie, I'm here now at home. Glad to hear there are no issues other than just needing a basic alignment. Do I have that right? For documentation, I looked for your email but don't see it. I checked spam too. What email address am I looking for? I have the documents already set aside. Also, in terms of payments, I have the delivery fee ready to go today. The down payment, $2k, I'll have on Wednesday morning.

Mar 20, 2023 5:25:01 PM (Read by you after 2 minutes, 56 seconds) +14155993537

Yes you are correct! Glad there were no additional issues as well. I just resent the email, but you can also upload via your customer dashboard: https://shift.com/dashboard. If you aren't able to do that either you can email to loans@shift.com

Mar 20, 2023 5:28:39 PM Me

Ok sounds good. I'll take care of documents right now.

Mar 20, 2023 5:29:57 PM +14155993537

Great! You should also be able to pay your shipping fee via your dashboard, but I can also collect on wednesday with the down payment if you'd prefer

Mar 20, 2023 5:30:16 PM Me

Yes, let's do that

Mar 20, 2023 5:35:42 PM Me

Ok, it let me go through all the steps in my dashboard for the car. Opted to pay shipping at final review. Didnt get prompted for my financial docs. Weird.

Mar 20, 2023 5:36:14 PM Me

I can email to loans@shift.com Anything to put on that email so someone knows its for you?

Mar 20, 2023 5:37:55 PM +14155993537

You can put your name in the subject line! Thank you

Mar 20, 2023 5:38:16 PM Me

Perfect. Setting up and sending now. Be on the lookout.

Mar 20, 2023 5:38:40 PM Me

Coming from my bert.mahoney@gmail.com email address

Mar 20, 2023 5:39:21 PM +14155993537

Great! Can you also confirm your email when you have time? I want to make sure we have the right one on file since you weren't receiving the request

Mar 20, 2023 5:40:21 PM Me

Best email for me is bert.mahoney@gmail.com I have others, but this one is for more serious matters. Best to email me here.

Mar 20, 2023 5:43:40 PM +14155993537

Thank you - I have updated your email for when we send final documents on wednesday

Mar 20, 2023 5:46:58 PM Me

Perfect.

Mar 20, 2023 5:47:10 PM Me

Just sent email to loans@shift.com

Mar 20, 2023 5:47:39 PM Me

Also suddenly prompted on the dashboard to upload them. I'll do both. 😊

Mar 20, 2023 5:58:04 PM Me

OK, it says I've uploaded the documents. You should have my bank docs, driver's license, and financing information with Capital One. The only thing I don't have at the moment is insurance coverage. Once I sign all the documents and officially "buy" it, I'll go ahead and get coverage immediately. I can then send you the coverage information when I have it. Also, if there are minimums on the amount of coverage (required by financing) let me know. Thank you SO much, Sydnie!

Mar 21, 2023 10:53:09 AM (Read by you after 7 minutes, 10 seconds) +14155993537

Hi Bert! I just wanted to update you that the lender reviewed and verified your documents, so we are all set there. I am available tomorrow anytime to help finalize the rest of your order or when you have funds available. Let me know what time works best for you when you know. Thanks!

Mar 21, 2023 10:54:24 AM (Read by you after 5 minutes, 55 seconds) +14155993537

As for the minimums of insurance coverage, it is set by the state, so should just need minimums required by the state of California for insurance

Reactions:

Liked by Me

Mar 22, 2023 1:45:06 PM (Read by you after 1 hour, 14 minutes, 19 seconds) +14155993537

Hello - Is there a time you are available today to finalize your order? Thank you

Mar 22, 2023 2:59:56 PM Me

Hi there, yes. I could talk at or after 4pm today.

Mar 22, 2023 5:13:11 PM (Read by you after 3 hours, 35 minutes, 31 seconds) +14155993537

Hello! I just tried to call but it went straight to voicemail. Let me know when you are available for me to give you a call back

Mar 22, 2023 8:52:16 PM Me

So sorry to miss you! I was working a bit late today. I am free between 11am and 1pm tomorrow. I'll make sure I have the ringer on and be on the lookout. Everything is ready to go on my end. Let me know if you have any questions.

Mar 22, 2023 8:52:27 PM Me

Thanks!!

Mar 23, 2023 1:48:58 PM (Read by you after 35 minutes, 46 seconds) +14155993537

Hi Bert, this is Allison with Shift. I wasn't able to reach you during the time period you suggested. Please send me a text when you are free and I am happy to give you a call back to complete your purchase today. I will be in office until 5 pm. Thank you!

Mar 23, 2023 2:26:27 PM Me

Hi Alison, sorry to miss you. I did see your text and I am around this afternoon before 5pm. It will be after 3:30 pm. Thanks again and talk to you soon.

Mar 23, 2023 4:26:45 PM Me

Hi Alison, I'm available now

Mar 23, 2023 4:35:13 PM (Read by you after 8 seconds) +14155993537

Hi Bert, I'm a few scheduled calls right now. I can text you as soon as I am available before calling next.

Mar 23, 2023 4:35:26 PM Me

Ok sounds good

Mar 24, 2023 11:14:50 AM Me

Hi, I was waiting for a text late yesterday and never got it. I'm around today and can take care of things. I tried logging in to my dashboard to pay the transportation fee but my dashboard is showing no orders. Let me know what's up. Thanks, Bert

Mar 24, 2023 12:13:53 PM Me

I'm concerned that the order is no longer showing. Hopeful we can wrap up payment and paperwork to get the car moving my way.

Mar 24, 2023 2:32:30 PM (Read by you after 1 hour, 30 minutes, 26 seconds) +14155993537

Hi Bert, I am out of office today but will be back in tomorrow morning and can complete the purchase with you then if you are available. If you check the dashboard now, you should be able to complete the shipping payment.I have extended the hold since we couldn't coordinate a time to talk yesterday. I hope you received my messages that I called during the times you suggested a few times. I will be in by 10:30 a.m. tomorrow and can reach out then. Have a good day!

Mar 24, 2023 4:04:08 PM Me

Thank you so much for the reply. I'll go in and take care of the shipping costs today. Tomorrow morning I'll be free at 11 am. You can call then and thank you!!

Mar 25, 2023 12:19:42 PM (Read by you after 6 minutes, 23 seconds) +14155993537

Hi Bert, tried you just after 11 and must have missed you. You can let me know here if you are available for a call this afternoon. A time range would be best. Thank you!

Mar 25, 2023 12:29:49 PM Me

Hi, a good window of time to catch me would be between 1-3pm today.

Mar 25, 2023 12:30:02 PM Me

Apologies on missing your call.

Mar 25, 2023 12:47:41 PM (Read by you after 1 hour, 20 minutes, 34 seconds) +14155993537

No worries! I will call then!

Mar 25, 2023 2:08:33 PM Me

I just parked the car in the driveway and see you just left a voicemail. I am here at home. Give me a call.

Mar 25, 2023 2:31:43 PM Me

Hi Allison, I'm here all afternoon. I have my phone set to a unique tone for you and have calls wide open so I don't miss it. I was driving when you called last time so my phone send it directly to voicemail . Call when you can

Mar 25, 2023 2:43:59 PM (Read by you after 56 minutes, 21 seconds) +14155993537

Will do!

Mar 25, 2023 4:50:13 PM +14155993537

2019 Volkswagen e-Golf SE WVWKR7AUXKW909629 Odometer: 28170 Capital One Auto Finance is the lender

Mar 25, 2023 5:37:17 PM Me

Hi Allison, I now have insurance coverage thru AAA. It goes into effect tomorrow at 12:01am. I'm getting my hands on the policy and documents shortly. I just hung up the phone with my new agent.

Mar 25, 2023 5:38:51 PM Me

Let me know what I need to send you with regard to the insurance information and I can get it to you ASAP. I'm not sure if you need a policy number or what have you. I did get 250k/500k for both bodily injury and uninsured motorist.

Mar 25, 2023 5:56:36 PM (Read by you after 9 seconds) +14155993537

great, we just need the insurance card or documentation that shows the policy # and your name, dates of coverage. We won't be able to contract yet because they didn't start the coverage today but we will be ready to go!

Mar 25, 2023 5:57:32 PM Me

Perfect. As soon as I have the proof in my hands, I will I will let you know. How can I send it to you? By email? Let me know what email address I should send it to.

Mar 25, 2023 5:58:21 PM Me

And let me know what else I need to do. I do know that I owe you some signatures, perhaps three on documents from your end. But I understand you can't send those till you have my insurance information. I'll make it happen. Just let me know where to send it.

Mar 25, 2023 6:12:30 PM (Read by you after 4 seconds) +14155993537

allison.wenner@shift.com We can send the documents after we have insurance, after the date it starts. That may need to be Monday morning.

Mar 25, 2023 6:13:26 PM Me

ok. Sounds good. Thank you for sending your email. I'll send the docs asap. Thanks for your help Allison!

Mar 25, 2023 6:23:53 PM (Read by you after 16 seconds) +14155993537

My pleasure! Have a good night!

Mar 25, 2023 6:24:14 PM Me

You too!

Mar 27, 2023 10:39:54 AM (Read by you after 1 hour, 51 minutes, 56 seconds) +14155993537

Good morning Bert. Do you have the proof of insurance that you can send me please? thank you, Allison with Shift

Mar 27, 2023 12:42:59 PM Me

Hi Allison, I am still waiting to receive the insurance documents. I have an email and voicemail in with AAA to get a copy sent to me. As soon as I have it, I will email you a copy and text you here to let you know I've sent it. My apologies for the delay—I didn't expect this. Thank you!

Mar 27, 2023 12:51:39 PM (Read by you after 5 minutes, 14 seconds) +14155993537

Thank you for the update. It's unusual you can't reach someone on their customer service number? Just trying to get things going for you this morning because today is the last day I can hold until without moving forward. Please do try to reach out to their main customer service number and maybe they can be of some help. Thank you!

Mar 27, 2023 12:57:07 PM Me

Ok, will do

Mar 27, 2023 2:51:31 PM Me

Hi Allison, I have the PDF proof of insurance and I am emailing it to you now. I'll lookout for your email and turn it around ASAP. Thanks!

Mar 27, 2023 3:09:49 PM (Read by you after 1 second) +14155993537

Thank you! I have sent the Buyers Acknowledgement for signature and the GAP as well. The loan contract should be a few more minutes.

Mar 27, 2023 3:10:53 PM Me

Sounds good. I'll be on the lookout

Mar 27, 2023 3:31:48 PM (Read by you after 29 minutes, 26 seconds) +14155993537

All three documents are in your email now. Please sign those and then the DMV can be sent. Thanks

Mar 27, 2023 3:54:55 PM (Read by you after 6 minutes, 19 seconds) +14155993537

Checking back Bert to see if you're having any issues with accessing any of the documents for signatures.

Mar 27, 2023 4:01:53 PM Me

Hi, just completed 2 of the documents. The third says I need a 4 digit PIN

Mar 27, 2023 4:02:27 PM Me

I'm here in front of the computer now with my phone so I can take care of all the rest of the documentation now/today

Mar 27, 2023 4:12:55 PM +14155993537

You should have received access to the PIN. Did you check your phone as well?

Mar 27, 2023 4:13:49 PM +14155993537

They are resending it now

Mar 27, 2023 4:21:04 PM +14155993537

Did you receive it?

Mar 27, 2023 4:29:36 PM Me

OK, all set. I received the PIN and have completed signing the documents just sent.

Mar 27, 2023 4:29:52 PM Me

I'm here for DMV documents, etc.

Mar 27, 2023 4:31:36 PM Me

I did receive it and signed documents

Mar 27, 2023 4:47:43 PM Me

Waiting on DMV next, correct?

Mar 27, 2023 5:16:40 PM +14155993537

Thank you. The DMV documents will come to your email, but not right away

Mar 27, 2023 5:16:49 PM Me

Ok

Mar 27, 2023 5:17:06 PM Me

Sit tight then?

Mar 30, 2023 12:07:09 PM Me

Hi there, this is Bert Mahoney. I've not been contacted by the transport company delivering the car. Who should I be on the lookout for? A company? A person?

Apr 10, 2023 2:30:14 PM (Read by you after 2 hours, 4 minutes, 11 seconds) +14155993537

Hello Bert, this is the Finance Dept with Shift. Your lender Capital One is requiring you to complete the Welcome call in order for them to finish up funding for your deal. Please call this number as soon as possible 800.455.2614 . Let us know here when you have completed. Thank you.

Apr 10, 2023 4:34:53 PM Me

Hi, I called and completed the interview today

Apr 10, 2023 4:49:09 PM (Read by you after 9 hours, 30 minutes, 24 seconds) +14155993537

Thank you so much