Background: The customer is selling or refinancing their home and the homeowner and/or Mortgage companies are requesting a foreclosure/solar addendum.
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Add all Foreclosures to this spreadsheet Transfers Tracker.xlsx Foreclosure Addendum with as much information as possible.
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Once all information has been received, assign the ticket create as case in Salesforce and assign it to Nehemiah @ EverBright.
Reply to the customer:
Hello,
Thank you for contacting EverBright support. We received your request, and we are currently working on your request. A member of our team will reach out to you once your request has been completed.
Thank you.