Prepare an opportunity review request

1. Identify the offer and the issue

Start with the opportunity reference and the actual details shown on the offer. Describe the specific discrepancy: what was represented, what you observed and when you observed it.

Keep facts separate from conclusions. “The listed number returned this message at this time” is more useful than a broad allegation. Include contact-attempt dates only when they are relevant to the concern.

Describe the discrepancy, not a conclusion.

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2. Understand what the status filter does

In Opportunities → Secured, Invalid / Disputed appears among the status-filter choices. A filter changes which records you view; its presence does not show that you submitted a request or that a review was decided.

Check the individual record and any acknowledgement you actually received. Do not use a status name as evidence of a refund, replacement opportunity or credited amount.

A status filter changes the view.

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3. Prepare the supporting information

• The opportunity reference and relevant service requested.
• The specific statement or detail you want reviewed.
• A dated timeline of relevant events and contact attempts.
• The exact result, response or error you observed.
• A cropped, redacted screenshot only when it supports the issue.
• A clear request for investigation of the discrepancy.

Keep unrelated client financial details out of the report. Do not add private information merely to make a request appear more complete.

4. Distinguish request, decision and credit event

A request does not by itself promise eligibility, a deadline, an approval or a refund amount.

Follow the review through three states.

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Common questions