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UCC filing termination prior to the conversion to Account Servicing

• Create case in Salesforce and assign to Mark Fredericks (Unlicensed) Cassandra Mercado

  • Request Type

    • System Transfer - Refinance

General Information/Inquiry

• A UCC Filing is placed on the solar system, not the home itself.

• When a homeowner wants to refinance their home, they need to have the filing removed.

• Filing removal requests can only be processed if they come from the homeowner or the title company with a letter of representation.

• EverBright files the UCC after M2 completion.

• Homeowners should never be billed for the UCC filing fee. Lien Solutions (a ‘contracted entity under EverBright/Account Servicing’) files all of the UCC filings with the state and local agencies on EverBright’s behalf.

UCC Filing Removal Fee Requests

• In the event that Account Servicing or the homeowner makes an inquiry about waiving UCC Fees:

Hello,

We are not able to waive the $350 fee associated with the removal of the UCC filing due to the county and processor charging a fee for administering UCC filings.

Thank you,

[Agent Name]

UCC Filing Fee solicitation

• If a homeowner receives a bill regarding the UCC fee and registration, it is most likely a third-party solicitation and should be marked as such.

• If it is not marked, follow the steps below:

1. Ask the homeowner to send a photo of the letter to support@myeverbright.com.

2. The agent will review the ticket with Eric Suarez to determine if further action is necessary. If determined to be a solicitation, reply to the homeowner:

Hello (homeowner name),

As indicated in the document, this is a third-party solicitation. You are not required to use their services and may disregard this notice.

Regards,
(agent name) 

Example of a UCC fee request: