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Note

Valley and New Home Projects are exempt from this automatic title process. For these products, the title will be pulled at the time the prePre-qual Qual is run.

There must be a quote created for the credit/title split to work properly.

Info

Title is not being run against a specific quote, the initial quote is triggering title to be run for all of EverBright products.

Step

Action

Reference

1

As the quote generates, it triggers the title to be run.

  • Go to the Qualification Phase and the title should have run.

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2

To run credit:

  • Click on the ‘Action’ button at the top of the Qualification Phase and click ‘Run Pre-Qual’.

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3

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  • The installer will then choose the option to run the credit by email or in person.

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4

  • The credit application will automatically be populated with the customer information from the Title.

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5

  • Selecting “I am applying with a co-applicant” will pull in a second title holder, if applicable.

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Discrepancies in Title

If there are any discrepancies in title, sales representatives will be able to address and correct any discrepancies before proceeding to the credit check. No matches from title pulls will still be able to proceed to the contract.

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The steps to complete the qualification will not change for the installer. However, the installer will now see buttons to manually cancel and re-run the title. Title is automatically run at quote creation, when the “Run Pre-Qual” button is selected, only credit will be run.

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For issues regarding stuck qualifications (02/07/2024)

If an installer is stuck with an ‘Initiated’ status in the Qualification Phase, the installer should:

  • Go to the ‘Actions’ menu.

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  • Cancel Title

  • Run credit manually through the action's menu.

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FAQs

Question

Script

1

How do I add someone to the credit qualification who is not on the title?

2

How do I remove someone from the credit application who is on the title if they don’t want
to be on the contract?

  • The credit application will be automatically filled with the contacts from the title report. The
    names are editable, so you can remove an applicant from the title report on the credit application.

Note

Caution: At least one name on the title report must remain on the credit application and contract.

3

What if I spell the homeowner’s name incorrectly in the Contact phase?

  • This is not a problem. When you are ready to add a quote to the Contract (agreement) phase,
    the name that was submitted on the credit application is the name that will be automatically pulled into
    the contract to be sent via email to the homeowner by clicking “Send E-Sign”. You do not need to
    correct the spelling of the name entered in the Contact phase.

4

What is the difference between the Credit & Title Split and what we currently do?

  • Previously the title had to be run separately and at times, would slow down the process if the
    name on the contract didn’t match the name on the title. Now, the title is automatically run on quote
    generation to reduce the potential for mismatch of names on title, credit, and contract, and also reduce
    the need to correct these discrepancies with No Cost Change Orders (NCCOs).

5

If a co-applicant is not on the title, what is required for them to co-sign the agreement?