Background:
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Step | Action | |||
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1 | Who is requesting the update/change? | |||
IF | THEN | |||
| Proceed to Step 3 | |||
| Proceed to Step 2 | |||
| Proceed to Step 5 | |||
2 |
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3 | Use the following table to determine outcome based on M3 status: Related SOP Table: How to verify if M3 has been approved | |||
IF | THEN | |||
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Important:Account Servicing will NOT have an account for the customer until AFTER M3 has been approved. Response: We are unable to update your information until your account is active and has been fully approved. Your account will not be created with the billing department until after your account has been fully approved. and proceed to Step 6 | |||
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4 | Use the following table to update contact information via MyEverBright Portal:
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5 |
Automated ‘No-Reply’ email from MyEverBright Portal
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6 | Was the customer’s concern(s) resolved?
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...
Step | Action |
---|---|
1 | Send an email to Account Servicing: clientservices@launchservicing.com Subject: Homeowner contact updates - [Homeowner’s Name] Account Servicing, The following has been updated: [Insert original reply from automated ticket] Please update in your system. Best regards, Agent Name |
Email to customer
Step | Action |
---|---|
1 | Subject: Homeowner contact updates - [Homeowner’s Name] Hi [Customer Name], We’re working on your request. We will let you know once it is complete. Regards, [Agent Name] |
Removing a Homeowner from the Portal
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