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Jennifer Salazar (Unlicensed)

Jennifer Salazar (Unlicensed)

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Handled by: Currently handled by Nehemiah @ EverBrightand Marti Ranea

Background: There may be instances where EverBright needs to provide a prepayment/buyout (PPA) or payoff (RIC) amount. This request could be received as follows:

  • Email ticket from Launch

  • Failed credit qualification for a Home Transfer Sale

Note

This process is only to be handled by Nehemiah @ EverBrightand Marti Ranea

Process Overview

STEP

ACTION

1

  • EverBright Customer Support creates a case in Salesforce under the customer’s contact record

1

2

  • Send an email to Ryan Cabral Soto <ryan.cabralsoto@goeverbright.com> and Brian Wang <brian.wang@goeverbright.com> with the following information: (Pending: Intergrade into Salesforce)

    • Borrower’s Name

    • Contract ID

    • The screenshot of the contract information status of the account

    • Type of request

      • PPA: Prepayment (<6th year) or buyout (>6th year)

      • RIC: Payoff

3

  • Forward the above information once available to Launch through the original form of communication

4

  • Close Salesforce case

...