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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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To add Stephany’s contact info, go to the Qualification phase and selecting Review Name & Address Information. Select Edit next to Stephany’s Name. Her phone # and email address can be added here. Please note that only someone in deal processing should make edits to title-related information. An installer, regardless of access on the platform, will not be able to edit this information.
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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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