Page Comparison

1

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

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

2

To run credit:

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

3

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

4

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

5

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

• Cancel Title

• Run credit manually through the action's menu.

1

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

• Each Applicant (Applicant and Co-Applicant) Must be in the Title. (Refer to the following Article)

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.

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?

• Each Applicant (Applicant and Co-Applicant) Must be in the Title. (Refer to the following Article)