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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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Step	Action
1	Where is the Request Coming from?	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
		IF Escrow/Title Company:
		Locate the HO’s Account from the Account Record and verify if the Escrow Authorization Letter has been signed by the Homeowner and attached into the “Files” section IF Letter Available Go to Step 2 IF Letter NOT Available Explain to the Escrow agent that we will require this letter signed by the Homeowner and to be sent at Launch@myeverbright.com Explain that we will be creating a case to start the process but we will require this Letter to move forward with the Transfer Request and if we do not receive in a timeframe of 48 hours we will need to close the case
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. IF the request came from an Escrow agent; Include here if the Authorization Letter was available or if they commited to send it to the property Transaction’s Email address
3	Once the Case is created, Unassign from yourself and assign to the Queue named as “Property Transaction” Then; Stop

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Step

Action

1

Once Front-Line Support creates the case, the Back Office - Property 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)

Note

When transferring a property to an LLC, S Corporation , C Corporation, or Trust; The Following requirements must be met:

For LLC, S Corporporation and C Corporation:

A Director/Officer Must live in the property and be the agreement signer
The Director/Officer Must meet credit requirements
- Required Documentation will be needed too:
  - Business Information Documents (Showing entity name and officers/directors)
  - Signature page of the Formation Documents
  - The documentation can be send at Launch@myeverbright.com

For Trust/Trustee:

The trustee Must live in the property and meet credit requirements
The trustee’s exact name Must be on the homeowner agreement
- Required Documentation will be needed too:
  - Trust Document Pages (Showing the Trust Name, Trustees, and Date)
  - Signature page of the trust document
  - The documentation can be send at Launch@myeverbright.com

Once the requirements have been met you must continue with Step 6

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:

Go to “Home Sale Transfer - Quaification Passed”

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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Expand

title	CLICK HERE

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

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

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”

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”

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

Scroll Down to the “Transfer or Archive an Account” Section and click on “Transfer Account”

Then Click on “Yes, Create Homeowner”

Add the New User Contact and Click “Next”
- First Name
- Last Name
- Email
- Phone number

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

Once the Buyer and Co-Buyer (If Applicable) has been added; Click on “Transfer Account”

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

Then Go to Step 10

Info

Finally; Email Omnidian at “everbrightsupport@omnidian.com” 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 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 10

10

Once all steps have been completed
- Close the SalesForce Case

Version	Old Version 5	New Version 6
Changes made by	Rafael Gonzalez	Rafael Gonzalez
Saved on	Jan 17, 2025	Jan 17, 2025

Versions Compared

Key

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IF Homeowner:

IF Account Servicing:

IF Escrow/Title Company:

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IF PPA:

IF RIC:

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