Content Comparison

1

• Authenticate the customer and gather the following information:

1. Name

2. Type of customer (contract holder/homeowner/authorized person or installer/sales rep)

3. Property address

4. Reason of call

and proceed to Step 2

2

• Using the following table, has M3 been approved? How to verify if M3 has been approved

IF:

THEN:

M3 has been approved

Go to Step 3

M3 has NOT been approved

Go to Step 4

3

• Using the following table for scripting or response based on contact method:

• Phone call or chat

Home Sale/Transfer & Refinance/UCC Filing/PUC Filing:

1. 1. Type of Request: Sale or Refinance

   2. Request Date

   3. Contact ID

   4. HO Name

   5. Email Address

   6. Job Link

   7. Product Type (RIC or PPA)

   8. State

   Follow process for Transferring calls to Launch/Account Servicing.Enter disposition notations with billing disposition notations and Stop.

• Email

Home Sale/Transfer & Refinance/UCC Filing/PUC Filing:

Fill out Customer Support Home Sale+Refinance Tracker with the following information:

1. Change reporter on Jira ticket to clientservices@launchservicing.com.

2. Close ticket once Account Servicing confirms receipt.

4

• Using the following table for scripting or response based on transaction request:

Home Sale/Transfer

Refinance/UCC Filing/PUC Filing

M1

Homeowner can email EverBright to cancel their job. Follow process for How to Handle Contract Cancellation Requests.

1. Ensure to have all the following information:

   • Homeowner name

   • Full property address

   • Phone number

   • Email address

2. Assign the ticket to Nehemiah @ EverBright

3. Enter disposition notations with billing disposition notations and Stop.

M2 or M3

1. Ask the customer, “Do you have panels installed?”

2. Refer customer to their installer: “Since your system has not been activated, you would need to speak with your installer. Let them know that you are selling your home and give them your estimated closing date.”

3. Enter disposition notations with billing disposition notations and Stop.

Home Sales Spreadsheet

PriorCurrent: Transfers Tracker.xlsx

NewRetired/No longer being used: Customer Support Home Sale+Refinance Tracker

What the homeowner should expect if requesting to do a Home Sale

1. The Seller’s accounts need to be current or brought current before executing the assignment agreement and before removing any UCC (Lien Filing on Solar System). All Filings will be terminated and re-filed based on the Close of Escrow date provided.

2. Account Servicing will provide a Consent to Disclose Information document for signature to allow communication with the agent or buyer. Account Servicing will also obtain the estimated Close of Escrow date and the buyer’s contact information if the Seller is able to provide. payoff/prepay/payout information. If not completed or applicable, they collect information for the Assignment and Assumption (A&A) form for Homeowner Transfer that will be sent to EverBright Customer Support.

3. EverBright Customer Support agent conducts authoritative copy check and run soft credit qualification decision. If soft credit qualification is approved, A&A form is signed by EverBright and sent back to Account Servicing to proceed with home transfer. If is soft credit qualification is denied, email is sent to Account Servicing to proceed with payoff.

4. Account Servicing will invoice a Transaction Fee for UCC filing fee removal to the seller and once collected, will send the Transfer and Assignment (T & A) documents to the Seller, buyer and system owner for signature.Once documents are signed and agreements are current, work with WKLS on UCC (and for PUC for Californica PPA) filing removal. Account Servicing will book a new transaction to reflect the new customer information and begin managing the new account. Lastly, Account Servicing will send email to EverBright Customer Support once the home transfer is completed.

After the Home is Sold to the New Buyer

• The new buyer is able to obtain access to the Homeowner Portal by referencing the following SOP: Home Transfer Process - MyEverBright. This process is currently handled by Nehemiah @ EverBright and Berenice Peralta.

PUC Termination Requests

If a request is received to approve filing terminations because a home has been sold, please notify Trent.Preissner and Judy Targosz-Schechter .

Tracker: UCC TERMINATION TRACKER 2024

General Information/Inquiry

• A UCC lien is a lien that is placed on the solar system, not the home itself.

• When a homeowner wants to refinance their home, they need to have the lien removed.

• Lien removal requests can only be processed if they come from the homeowner or the title company.

• A UCC lien is also referred to as a ‘subordination’ or ‘fixture filing’ which is a UCC filing that is recorded in the real property records, which then turns the security interest into a lien against the actual property where the fixture is located.

• EverBright files the UCC lien after M2 completion.

• Homeowners should never be billed for the UCC filing fee. Lien Solutions Wolter Kluwer/WKLS (a ‘contracted entity under GreatAmerica’Launch’) files all of the UCC filings with the state and local agencies on EverBright’s behalf.

UCC Lien Removal Fee Requests

• In the event that Account Servicing or the homeowner makes an inquiry about waiving UCC Fees:

Hello,

We are not able to waive the $350 fee associated with the removal of the UCC lien due to the county and processor charging a fee for administering UCC liens.

Thank you,

[Agent Name]

UCC Filing Fee solicitation

• If a homeowner receives a bill regarding the UCC fee and registration, it is most likely a third-party solicitation and should be marked as such.

• If it is not marked, follow the steps below:

1. Ask the homeowner to send a photo of the letter to support@myeverbright.com.

2. The agent will review the ticket with the Nehemiah @ EverBright or Eric Suarez to determine if further action is necessary. If determined to be a solicitation, reply to the homeowner:

Hello (homeowner name),

As indicated in the document, this is a third-party solicitation. You are not required to use their services and may disregard this notice.

Regards,
(agent name) 

Example of a UCC fee request: