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Background: We may receive inquiries from a variety of sources, including but not limited to the contract holder, the Billing Department, the Homeowner, an Authorized Representative acting on behalf of the contract holder, or an escrow/title company. These interactions may come through phone calls, chats, or emails regarding a home sale, or home transfer.

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Front-Line Agent:

Step	Action
1	Is Home Sale Transfer Request Coming from the Homeowner or Account Servicing?	IF Homeowner: If M3 Approved: Warm Transfer to Account Servicing and Stop If M3 Not Approved: Go to Step 2 IF Account Servicing: Go to Step 2
2	Go to the Seller’s Account Record in Salesforce and Create a New Case
2	Case Type: Homeowner Support Primary Reason: System Transfer/UCC Terminations Secondary Reason: Home Sale - Post PTO Case Status: New Case Source: IF request is coming from Account Servicing: “Launch” IF request is coming from Homeowner: Select the Appropriate Incoming Channel (Chat, Phone, Email) Case Description: Date the request was received. Customer Number/Contract ID. New buyer’s contact information (name, phone number, email, address). Realtor’s contact information (name, phone number, email). Title or closing agent details. Estimated closing date.
3	Once the Case is created, Unassign from yourself and assign to the Queue named as “Property Transaction” Then; Stop

Back-Office Support

Step

Action

1

Once Front-Line Support Create the Case; creates the case, the Back Office - Property Transaction’s Transaction Team will receive it

2

Verify all the Information provided in the Case is correct and completed
Then Go to Engine and log in as

Organization:

“Post-PTO Transfers”

User:

“Everbrightadmin@postptotransfers.com”

3

Click on “New Lead” and search for the address included in the Case Description:

4

Go to the “Contact” Phase

5

Add the Buyer’s Information
- (If there are two buyers then add both)

6

Also add the Contract ID number as a Contact too by using the following format:
- First Name:
  - “Contract ID number”
- Last Name:
  - “Contract_id”

7

Go to the “Qualification”
Phase
Click on the “Actions” Dropdown menu and Run Pre-Qual

Wait for the Credit Decision:

Allow time for the credit decision to be processed.
Follow up after 3 business days.
- Contact the seller and the escrow agent/title agency for any necessary coordination or information.

8

Go to the following Home Sale Tracker (Click Here)
- And complete the information for each column under the “Home Sales & Transfers” Sheet

9

Did the Qualification Pass?

IF YES:

IF RIC

:

Go to “Home Sale Transfer - Quaification
Passed for RIC”
Passed”

IF

PPA:

Go to “Home Sale Transfer - Qualification Passed for PPA”

IF NOT:

Go to Step 10

10

If the Qualification Did Not Pass:

FOR RIC:

Inform Account Servicing to Notify the homeowner that Payoff is the only option to proceed with the home sale transfer

Info

If Payoff is requested:

Account Servicing will follow internal process
Contract Transfer wont be required
No $350 Administrative Fee will be charged
Account Servicing will send a letter indicating the account is paid in full (PIF) once complete

Then Notify the Seller and Escrow Officer/Title Agent (Follow up within 3 days before closing)
- Finally; Close the Case and Stop

FOR PPA:

Inform Account Servicing to notify the Homeowner that if stated in the PPA Agreement:
- The customer can pay an Exemption Fee
  - Otherwise; They will have to prepay the amount to transfer
- They Can also Payoff (If stated in their Agreement)

Then; Notify the Seller and Escrow Officer/Title Agent (Follow up within 3 days before closing)
- Finally; Close the Case and Stop

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Home Sale Transfer - Quaification Passed

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CLICK HERE
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title CLICK HERE
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Once completedw and confirmed email confirmation Launch.
then we need to forward that email to Marti , he will include it in a specific tracker
property transaction will create a CA for O&M providing the following data on the right hand side box
From the Original Case tag
Marti Ranea
Include in the Case Assignment the following:
Original’s Homeowner’s
As soon as you receive the Account Servicing’s Email confirmation you must access the following tracker (Click Here)
And fill out each field in the columns with the correct information
Step
Action
1
Obtain a Copy of either PPA or RIC Agreement and the Most recent HO/NCCO
2
Populate Assignment Assumption (A&A) form with required information
Merge the either PPA or RIC Agreement
Info
Proceed with the A&A process
A&A Drafting Process (INTERNAL ONLY)
A&A Approval Process (INTERNAL)
3
Expect to receive the following back:
A&A Form with Seller(s) and Buyer(s) Signature(s)
(Account Servicing and Everbright receive notification through the Docusign Process)
Form from Account Servicing Via Macro Launch created in Zendesk including:
Original Homeowner’s Name
Buyer’s Contact Information
Name, Address, Phone Number, Email)
Contract ID
Effective Date/Closing Date
4
Once you received both forms;
Create the New Homeowner Account on MyEverbright Portal
Locate
the Account in MyEverbright portal by using
the
Contract ID number
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5
Scroll Down to the “Transfer or Archive an Account” Section and click on “Transfer Account”
6
Then Click on “Yes, Create Homeowner”
7
Add the New User Contact and Click “Next”
First Name
Last Name
Email
Phone number
8
Add the Billing Address
Street Address 1
Streeet Address 2 (Optional)
City
State
Zip
then click “Next”
Note
If there is a Co-Buyer, we must add them with the “Add Additional User” Option
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9
Once the Buyer and Co-Buyer (If Applicable) has been added; Click on “Transfer Account”
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10
Now that the Buyer has been added in MyEverbright portal we will need to add them into SalesForce
Locate the Seller’s Account in SalesForce from the Account Record
Click on the “Related” Tab
Scroll down untill you see the “Related Contacts” Section
Then; Click on “New Contact”
Select; “Homeowner Contact” and click “Next” “Next”
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Complete the following Fields:
Salutation
First Name
Middle Name (If applicable)
Last Name
Suffix (If Applicable)
Phone number
Email Address
Contact Category
Select the “Contract Signer” option from the “Available” Box and click on the right arrow to move it to the “Chosen” Box
Info
Make sure the “Contact is Active” Box is checked
Finally; click on “Save”
5
By Following the “Special Account & Contract Conditions” SOP
Go to the “Contract” and add the Special Contract Alert Condition as “Homeowner Transfer - Home Sale”
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7
As soon as the Home Sale Transfer is
completed by Launch, we will receive an
Email coming from
(Support@ls-everbright.zendesk.com) with the Subject “Solar Transfer Completed”
Then; You must access the following tracker (Click Here)
And fill out the following Columns with the correct information
Buyer's Name
Phone Number/Email Address
Seller Name
Address
Contract ID
Start Date (Date we received the original Home Transfer Request)
Credit Resolution (Pass, Failed, Prepayment, Exemption Fee etc)
Onboarded Date
External ID (From the Qualification)
8
Create the New Homeowner’s Account on the MyEverbright Portal
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NOTE: This step will be completed weekly by the Property Transaction’s Team every Wednesday, handled by Nehemiah @ EverBright
Each week, Property Transaction will receive an updated Excel Spreadsheet in Sharepoint
This spreadsheet will reflect all approvals from the previous week, covering Monday to Friday
Locate the Account in MyEverbright portal by using the Contract ID number
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Scroll Down to the “Transfer or Archive an Account” Section and click on “Transfer Account”
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Then Click on “Yes, Create Homeowner”
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Add the New User Contact and Click “Next”
First Name
Last Name
Email
Phone number
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Add the Billing Address
Street Address 1
Streeet Address 2 (Optional)
City
State
Zip
then click “Next”
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Note
If there is a Co-Buyer, we must add them with the “Add Additional User” Option
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Once the Buyer and Co-Buyer (If Applicable) has been added; Click on “Transfer Account”
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9
Finally; follow the next steps based on the the following considerations:
IF PPA:
Info
Create a Case Assignment for Operations & Maintenance (O&M)
Include the following:
Original Homeowner's Name
Buyer’s Contact information (Name, Address, Phone Number, Email)
Contract ID
Effective Date/Closing Date
NOTE: Send these Information to
Then Go to Step 10
Info
Finally; Email Omnidian at “everbrightsupport@omnidian.com”
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Enter screenshot of the tracker view here
13
Then follow the next steps based on the type of RIC:
IF
by using the Quick Response named as “XXXX”
Then Go to Step 10
IF RIC:
RIC 2.0
Create a Case Assignment for Operations and Maintenance (O&M)
Include the following:
Original’s Homeowner;s Name
Buyer’s Contact information (Name, Address, Phone Number, Email)
Contract ID
Effective Date/Closing Date
Then Go to Step 14
IF
10
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RIC 1.0
Homeowner should contact the Inverter’s Manufacturer for Monitoring Setup
Provide the proper Manufacturer’s Contact Information to the New Homeowner (Click Here)
Then Go to Step
14
10
14
10
Once all steps have been completed,
Close the SalesForce Case

Version	Old Version 1	New Version 2
Changes made by	Rafael Gonzalez	Rafael Gonzalez
Saved on	Jan 07, 2025	Jan 07, 2025

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Front-Line Agent:

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Back-Office Support

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Home Sale Transfer - Quaification Passed

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Home Sale Transfer - Quaification Passed for PPA