Here’s a tailored chargeback documentation packet specifically for MOTO (Mail Order/Telephone Order) payments related to high-ticket coaching, consulting, and demand generation for mortgage brokers from Automated Inbound Holdings, LLC.

Sample Chargeback Documentation Packet

1. Cover Letter / Rebuttal Letter

Automated Inbound Holdings, LLC

2390 E Camelback Road

Suite 130

Phoenix, AZ 85016

Email: [email protected]

Phone: 888-585-4179

Date: [Insert Date]

To Whom It May Concern,

I am writing to contest chargeback [Chargeback Number] for the amount of $[Dollar Amount], with the reason code: [Chargeback Reason Code].

Summary of Evidence:

• Attachment A: Order details, including a copy of the sales receipt or order form.
• Attachment B: Proof of service delivery, including communication records and signed contracts.
• Attachment C: Copy of our return and refund policy as it appears on our website.
• Attachment D: Relevant customer communication records.
• Attachment E: Service description and terms as shown on our website.