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Handled by: Currently handled by Back Office (Property Transactions)

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This request may be received due to one of the following channels or reasons:

  • Email ticket from Account Servicing

  • Failed credit qualification for a Home Transfer Sale

  • Home Demolish and Rebuild

  • Call or email from homeowner or their agent

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Table of Contents

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Front-line Agent Procedure

ACTION

Verify project status and product

  • IF M3 not Approved

    • Refer the customer to their installer, as we cannot provide the amounts until the project is completed and has reached Account Servicing.

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