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EverBright Funding / Milestones
An overview/introduction to EverBright funding and milestone steps to completing installs quickly from start to PTO. Milestones and tasks within each milestone will be reviewed of most common issues and how to resolve including critical links to additional support, training documents and educational videos. (Approximately 45 minutes)
Immediate recorded training is available at any time by clicking: https://VImeo.com/856912428/5db1029f86
EverBright Finance Products
An overview/introduction to EverBright products offerings, options and requirements. The following topics will be reviewed products, descriptions, title requirements, credit requirements results and stipulations, homeowner agreement overview, welcome call, change orders, milestone overview and design guidelines. (Approximately 45 minutes)
Platform Training (EverBright) - Job Creation through Contract Signing
Please select a date/time for EverBright Training. A Training appointment is 60 minutes long. Training covers EverBright Platform use and operation (Address through Contract Phases) for job creation and then sending contracts for signature..
Platform Training (EverBright) - Org Admin Settings & User Permissions
Please select a date/time for EverBright Training. A Training appointment is 60 minutes long, and may start on any the times listed. This 1 hour session will go over the settings and permissions an Org Admin may/must make for their organization. PLEASE NOTE - If you are not a current member of the Organization Administration Team, in your organization, this training will be cancelled.
Platform Training (EverBright) - Open Topic
Please select a date/time for EverBright Training. A Training appointment is 60 minutes long, and may start on any the times listed. Please understand that while the topic is open, the training need is still restricted to EverBright Platform use and operation (Address through Contract Phases). Please be sure to complete the topic request.
Please Note: Topics outside of the Platform (i.e. EverBright Funding / Milestones or EverBright Finance Products) may not be available.
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