...
If the HO fails the DocuSign authentication, they will receive a second email from DocuSign and be allowed to sign the agreement as normal , but will be required to upload a copy of their driver’s license at the end of the contract.
If the HO receives the following error: We were unable to find your name in the public information database. The homeowner didn't enter enough data for LexisNexis to generate questions or there isn't enough data about this homeowner for them to generate the questions. Encourage the homeowner to enter either their DOB or SSN (or both) to increase the chances that their information will be located. EverBright does not store this information.
If there is a co-applicant and at least one applicant fails the authentication, they will receive a second email from DocuSign and be allowed to sign the agreement as normal but both applicants will be required to upload a valid copy of their driver’s license at the end of the contract.
If an invalid or expired ID is uploaded by either of the applicants, the installer will be notified by DP that a NCCO is required. The applicants will be required to re-sign and provide a valid ID.
| Note |
|---|
If the Welcome Call has been completed, it will not have to be repeated. |
If an agent is unsure if the homeowner has passed authentication, the agent can view the history in Docusign.
Log into Docusign
Click on the Manage tab.
...
Click the dropdown arrow on Shared Access.
...
Click on Select User.
...
Click EverBright Financing and then Select.
...
Click Sent from the menu on the left-hand side.
...
Use the search bar to search for the homeowner by name or email address.
...
Once the homeowner is displayed, click on the dropdown arrow on Download.
...
Click History from the dropdown menu and this will display all details of the Docusign agreement.
...
FAQs:
...