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NEXT, WE WANT TO CONFIRM WHETHER THE CORRECT CONTRACT AND CHANGE ORDERS WERE ADDED, IF APPLICABLE (only the HCO & NCCO are applicable, ICO’s should not be added. Refer to “d.” below for ICO example)
a. IF THERE IS A BATTERY ICON, THERE IS A CHANGE ORDER. VERIFY IT HAS BEEN ADDED TO THE A&A
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b. IN THIS CASE IT HAS AN HCO, VERIFY THAT IT HAS BEEN ADDED TO THE A&A DRAFT ON DOCUSIGN:
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c. IF AN ICO IS ADDED, PLEASE DECLINE APPROVAL. (ICO’S ARE NOT SIGNED BY HOMEOWNERS, THAT IS ONE WAY TO VERIFY IT IS AN ICO)
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d. NEXT, VERIFY THE CONTRACT IS CORRECT (SELLER NAME AND CONTRACT ID)
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FOR RICs, AUTHORITATIVE COPY MUST BE COMPLETED FOR APPROVAL.
SEARCH FOR THE CONTRACT ID, AND ENSURE THE “COMPLETED ACKNOWLEDGEMENT” IS MARKED TRUE; IF THEY ARE NOT ON THE LIST, YOU MUST IMPERSONATE THE USER ON MYEVERBRIGHT.COM, IF YOU RECEIVE A POP-UP STATING TO ACKNOWLEDGE THEN THE CUSTOMER STILL NEEDS TO ACKNOWLEDGE, DO NOT APPROVE THE A&A.
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THEN SELECT APPROVE AT THE TOP OF THE PAGE, AND THE A&A WILL BE SENT TO ALL SIGNERS.
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PLACE NOTES IN THE CASE FEED THAT TEH THE A&A WAS APPROVED AND SENT TO ALL SIGNERS, THEN YOU’RE DONE!
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