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Note

We CANNOT update or change the Email address on record under any circumstance.

  • If an Email Address needs to be changed, the installer will need to cancel the workflow (If applicable) and create a new contract by using the correct Email address information

Background:

After credit is run and before the contract is signed, support has the ability to update the homeowner’s legal contact information in the platform.

This may be needed if the homeowner’s information does not match what is currently on the title, which would result in the rejection by Deal Processing.

Info

All signers of the agreement must exactly match their respective credit and title legal contacts.

Info

DocuSign signature must match legal contact names.

  • Note: each signer must select and use their own DocuSign signature, or the document will be rejected.

Support will receive a request to update the legal information of the customer.

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Note

Support can only update the information in the CREDIT section. DO NOT update any information in the TITLE section

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Note

Support can only update the information in the CREDIT section. DO NOT update any information in the TITLE section

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

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