Page Comparison

...

Conditional Approvals - Income verification

Conditional approvals will require further documentation to move forward. The customer will receive an email with a list of required documentation.

In order to verify their income, the customer will need to upload one of the following documents:

2 most recent paystubs
Most recent W2 form
First 2 pages of most recent 1040 tax return form (displaying full name and signature)
Most recent 1099 form

Info

If customer is unable to find the credit stipulation Docusign Email that was sent, then ;

If Chat or Email:

please redirect them to contact our C&T team at 877-465-2496
- The Line will first go to our SS support team, who will need to reach out to C&T to resend the DocuSign link.

If Phone:

SS support Team will reach out Warm Transfer the call to C&T to resend the DocuSign link to the Homeowner

...

How to Handle EB qualification Declined for Forclosure
Installer contacts support and indicates that the customer’s EB qualification has been declined for a property foreclosure and that the customer denies having a foreclosure.
This can be completed by sending the mortgage statement via email to dealprocessing@goeverbright.com or uploading it to Engine under the documents section on the qualification page:

...