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EverBright requires that qualification is approved and there are legal contacts and legal addresses filled out so you can generate documents for testing. All of the steps below require that you are logged in on Onboard in your organization as a user (with an HIS #, if in California), unless otherwise specified. |
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Login to your organization in the Onboard environment (onboard.goeverbright.com), using the same email/password that you use to login to engine.goeverbright.com.
Be certain that the user that creates the test job, the Authorized Signer, and other organization users that will populate the document have access to their email addresses
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In the Acknowledgements section at the bottom, click the following links:
eSign Consent (unviewed)
Credit Consent Acknowledgement (unviewed)
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Then click the checkboxes in front of them and the checkbox in front of:
“By submitting this application, I (we) acknowledge that the provided required notices have been reviewed and am (are) consenting to move forward with the application.”
Click the “Yes, Authorize Credit Check” button to initiate the credit check, and close that tab
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Finally, click the browser’s refresh button to display the results of the credit check
For Steven Gomez, this will result in green checkmarks for credit for all eligible EverBright products
If you get an error for title (because the title check even on a test environment is “real”), you need to cancel, pick a different address in the address phase and then rerun credit the same way
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