Page Comparison

Background:

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1. Any of the following information can be updated (Legal Name and Address must match title):

   1. Legal Name

   2. Address / Unit number

   3. Phone number

   4. Email address

2. Navigate to the Contract phase:

   1. If the contract has not been signed by any parties, support can void the contract: and update the legal contact information. The status will either be ‘Not Started’ or ‘Sent’. Example:

      
   2. 

      If the contract has already been signed (by anyone), the installer will need to use the NCCO feature. Example:

      Image RemovedImage Added

3. To update legal information, navigate to the Qualification phase:To update the name, phone number or email address, click on Name & Address (1), then click on Edit (2) in the credit phase (3) and edit the information so that it matches exactly to the legal information in the title (4)

   

4. To update the name, phone number or email address, click on Name & Address, click on Edit (1) in the credit phase (2) and edit the information so that it matches exactly to the legal information in the title (3)

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• Once the legal information has been updated, the contract can be resent for signatures.

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