Background:
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EverBright no longer offers subscriptions to the platform. In order to gain access to the platform, they would need to partner with an installer who currently has accessEverBright.
The associate should e-mail the business development representative (currently Mercedes Davis at Mercedes.Davis@goeverbright.com ) Please include all of the contact information from the form i.e. company name, contact name, e-mail address, phone number, etc.
Add an internal note to the ticket advising you reached out to Mercedes Davis to communicate to the installer.
Change reporter to Anonymous then close the ticket.
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Verify the state in the address section of the form. Compare it to the EB service map here.
If the state is serviced by EverBright:
Reply to the customer:
“Hello (Customer name),
Thank you for your interest in EverBright. We received your request and will be in contact soon.
Thanks,”
Send a slack message to #everbright-sales with the homeowner’s contact information, including address, phone number, and e-mail address:
@channel (Homeowner name) reached out to Support because they are interested in EverBright financing. Please forward the homeowner’s information to an installer in their area. (Enter contact information here) .
Add an internal note to the ticket advising you reached out to Sales to communicate to the homeowner.
Change reporter to Anonymous then close the ticket.
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If the state is not serviced by EverBright:
Reply to the customer with the following message:
“Hello [Customer name],
Thank you for your interest in EverBright. I see that you listed your address in [City and State]. At this time, we do not service the state of [State]. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.
Thanks,”
Request participants - homeowner’s email address
Request type - general inquiry
Resolution type - other
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