Making Guidelines to consider before 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. :
A person on credit must be on the agreement
A person on the title must be on the agreement.
One signer is permitted if the credit and title signers are the same person.
All signers of the agreement must exactly match their respective credit and title legal contacts.
If signer names need to be updated, they may be in the Qualification Phase.
If there is a minor discrepancy in the client's name ie (Robbie vs. Robby), deal processing would have to make this change.
DocuSign signature must match legal contact names.
If 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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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:
1. A person on credit must be on the agreement
2. A person on the title must be on the agreement.
3. One signer is permitted if the credit and title signers are the same person.
4. All signers of the agreement must exactly match their respective credit and title legal contacts.
5. If signer names need to be updated, they may be in the Qualification Phase.
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6. DocuSign signature must match legal contact namesWhat if the applicant’s name doesn’t show up the title report?
In this example, Steven Gomez will be the client
Steven's info is entered in the Contact phase
credit/title application is run for Steven in the Qualification phase
He meets the credit requirements, but his name is not on the title. His wife, Stephany Gomez shows up on the title report
How do we add Stephany to the contract without running her credit?
Knowing that we need at least 1 individual on title to be on the contract, we would have to add Stephany to the contract.
1. The first step would be to return to the Contact phase and add a New Contact. Once Stephany’s contact info has been added, click Save.
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2. Next, navigate to the Contract phase. Notice that Stephany is not yet listed anywhere in this phase. Click New Recipient to add Stephany’s name.
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3. She will now be able to sign the contract once it has been sent out for signatures.