Page Comparison

RIC Buyout

Not allowed

Account Servicing Provides

Fixed PPA Prepayment

Not allowed

Account Servicing Provides

Flex PPA Prepayment

Not allowed

Email Internal Team (see below) (soon case assignment for revenue protection)

Flex PPA Buyout (Prior to Year 6)

Create a case

• Primary Reason

  • System transfer/UCC terminations

• Secondary Reason

  • PPA Buyout < year 6

Create a case assignment for Resolution team

• Referral

  • Per SOP

Email Internal Team (see below)(soon case assignment for revenue protection)

Fixed PPA Buyout (Prior to Year 6)

Create a case

• Primary Reason

  • System transfer/UCC terminations

• Secondary Reason

  • PPA Buyout < year 6

Create a case assignment for Resolution team

• Referral

  • Per SOP

Email Internal Team (see below)(soon case assignment for revenue protection)

1

• EverBright Customer Support creates a case in Salesforce under the customer’s contact record

1

• Log into Launch Account Servicing Portal with your credentials to obtain a screenshot of the contract information status of the account

2

• Send an email to Ryan Cabral Soto <ryan.cabralsoto@goeverbright.com> and Brian Wang <brian.wang@goeverbright.com> with the following information: (Pending: Intergrade into Salesforce)

  • Borrower’s Name

  • Contract ID

  • The screenshot of the contract information status of the account

  • Type of request

    • Flex PPA: Prepayment (<6th year) or buyout (>6th year)RIC: PayoffPrior to Year 6

    • PPA Buyout (Flex or Fix): Prior to Year 6

3

• Forward the above information once available to Launch Account Servicing through the original form of communication

4

• Close Salesforce case