Marti Ranea
Nehemiah @ EverBright
Sept 06, 2024
Sept 19, 2024
...
This process is only to be handled by Nehemiah @ EverBrightand Marti RaneaBrian Embry
STEP
ACTION
1
EverBright Customer Support creates a case in Salesforce under the customer’s contact record
2
Send an email to Ryan Cabral Soto <ryan.cabralsoto@goeverbright.com> and Brian Wang <brian.wang@goeverbright.com> with the following information:
Borrower’s Name
Contract ID
Type of request
Flex PPA: Prepayment Prior to Year 6
PPA Buyout (Flex or Fix): Prior to Year 6
3
Forward the above information once available to Launch through the original form of communication
4
Close Salesforce case