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Homeowners and installers can submit an inquiry via goeverbright.com or myeverbright.com. These inquiries flow through HubSpot and land in the appropriate Support queue: Installer or Homeowner. The following SOP shows how to handle these inquiries.

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• Check Salesforce to see if the installer has been auto denied.

  • If the installer has been auto denied, reply:

Hello,

Thank you for contacting Everbright Support.

In accordance with our guidelines, we are unable to disclose our underwriting criteria to maintain the integrity of our evaluation process. However we encourage you to consider reapplying after six months.

Thanks

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If the state is serviced by EverBright and the property is owned

• Reply to the customer:

Hi [customer name],

Thank you for your interest in EverBright and congratulations on taking the next step towards decarbonization.

We have received your request. One of our trusted installers servicing your area will be contacting you.

We genuinely appreciate your interest in our product offerings. We remain committed to supporting the transition towards clean, renewable energy and are delighted to assist those wishing to upgrade to a clean-energy home while also protecting themselves from potentially rising energy costs.

Should you have any other questions, please contact our homeowner support team at support@myeverbright.com or 833-830-0475.

We look forward to helping you make the successful transition to solar energy.

Stay sunny,

EverBright

• Update the Homeowner Lead - Hub Excel sheet found here Homeowner Lead - HUB.

• Close the original HubSpot email.

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• Reply to the customer with the following message:

“Hi [customer name],

Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.

Unfortunately, we do not currently have financing options available in your area. However, we have strong relationships with one or more trusted installers servicing your area and will be sharing your information with them so they can assist you with your solar energy and battery storage needs.

We genuinely appreciate your interest in our product offerings. We remain committed to supporting the transition towards clean, renewable energy and are delighted to assist those wishing to upgrade to a clean-energy home while also protecting themselves from potentially rising energy costs. Should you have any further questions, please feel free to contact us at support@myeverbright.com or 833-830-0475.

We look forward to helping you make the successful transition to solar energy.

Stay sunny,

EverBright

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• Close the original HubSpot email.

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• Reply to the customer with the following message:

• “Hello [Customer name],

  Thank you for your interest in EverBright. I see that you listed your address in [City and State]. At this time, we do not service the state of Florida. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.

  Thanks,”

If the state is serviced by Everbright but the property is a rental

• Reply to the customer with the following message:

  • “Hello [Customer Name], Thank you for your interest in EverBright. I see that you listed your home as “Rent”. At this time, we do not service rental properties. We are excited to hear of your interest in EverBright and we hope to be able to serve you soon.

    Thanks,”

• Close the original HubSpot and the linked ticket.

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If the state is serviced by Everbright, then:

Hi [customer name],

Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.

We are not currently providing installer recommendations, but we hope to do so in the near future. Please research installers in your area. We look forward to helping you make the successful transition to solar energy.

Stay sunny,

[Agent Name]

If the state is NOT Service by EverBright, then:

“Hi [customer name],

Thank you for your interest in EverBright and congratulations on taking the next step toward decarbonization.

Unfortunately, we do not currently have financing options available in your area, but hope to in the near future.

We look forward to helping you make the successful transition to solar energy.

Stay sunny,

[Agent Name]