Making changes to contact information within the Contact phase, will not populate in a newly generated contract if credit and title have already been ran. If a client does not meet our credit requirements and they wish to add a co-applicant or if the user needs to revise any address or contact information, then they will need to make those changes using the following steps. First, select Review Name & Address Information. This will display the address and contact info for the applicant(s)an installer needs to make changes to their client’s email or phone number, these changes should be made from the qualification phase by selecting Review Name & Adress Information.
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From this point, the user can select Edit to make changes that will reflect in the new or revised contract.
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To re-run credit, select Actions at the top right of the screen in the qualification phase.
Select Cancel Pre-Qual from the list of options.
Once the initial pre-qual has been canceled, select Actions again and click Run Pre-Qual
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In the Pre-Qual application, select “I am applying with a co-applicant” to add the co-applicants information.
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Adding a Co-Applicant
Preferably, there will be one application that meets both the credit and title requirements; however, the qualification process allows for these two requirements to be met by two different individuals. This would likely take place if the primary applicant has doubts about their credit status. If a client does not meet our credit requirements and they wish to add a co-applicant, then the installer or sales rep should go into the qualifications phase and select Actions and click Cancel Pre-Qual.
To re-run credit with a co-applicant, select Actions.
Select Run Pre-Qual from the list of options.
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In the Pre-Qual application, select “I am applying with a co-applicant” to add the co-applicants information.
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Guidelines to consider before making changes:
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