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EverBright requires that qualification is approved and there are legal contacts and legal addresses filled out so you can generate documents for testing. All of the steps below require that you are logged in on Onboard in your organization as a user (with an HIS # , if in California, Connecticut, or Maryland), unless otherwise specified. |
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Click on the New Lead button
Enter a suitable, residential, address in the market that is intended for the document
Address for Ernesto Baez:
81 Robbins Rd, Watertown, MA 02472
Move to the Contact Phase
For the 1st Contact, enter the following information:
StevenErnesto
GomezBaez
email address (yours, if you want to run through the DocuSign process)
8774652496 (the phone # has to be real - this one is EverBright Customer Support)
Unless you want to test the document population with 2 homeowners, you may skip the second contact
For a second contact, click the “New Contact” button, and complete the fields again
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Click In Person, then Submit
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Complete the Income, Date of Birth, and Social Security Number fields.
$300$60,000 (suggested value - be sure the applicant can afford the job)
Jan 1Mar 29, 1990 1960 (suggested value - applicant must be an adult)
666-3668-9679 3425 (required value)
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In the Acknowledgements section at the bottom, click the following links:
eSign Consent (unviewed)
Credit Consent Acknowledgement (unviewed)
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Then click the checkboxes in front of them and the checkbox in front of:
“By submitting this application, I (we) acknowledge that the provided required notices have been reviewed and am (are) consenting to move forward with the application.”
Click the “Yes, Authorize Credit Check” button to initiate the credit check, and close that tab
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Finally, click the browser’s refresh button to display the results of the credit check
For Steven GomezErnesto Baez, this will result in green checkmarks for credit for all eligible EverBright products
If you get an error for title (because the title check even on a test environment is “real”), you need to cancel, pick a different address in the address phase and then rerun credit the same way
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