Guidelines dGuidelines to consider before making changes to contact information:
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. Note: each signer must select and use their own DocuSign signature or the document will be rejected.
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 Address 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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