Page Comparison

1

Who is requesting the update/change?

IF

THEN

• Contract holder, homeowner, or an authorized person on behalf of the contract holder

Proceed to Step 3

• Account Servicing

Proceed to Step 2

2

1. Use the following table to update contact information via MyEverBright Portal:

2. Update email/JIRA ticket with the following information:

   • Request Type: Account Management

3. Close the ticket and Stop: No further communication with Account Servicing is required

3

Use the following table to determine outcome based on M3 status:

Related SOP :https://goeverbright.atlassian.net/wiki/spaces/SS/pages/3000336571/Transferring+calls+to+Account+Servicing#How-to-verify-if-M3-has-been-Table: How to verify if M3 has been approved

IF

THEN

• M2 has been approved but M3 has NOT been approved

  Proceed to Step 4

• NO updates can be made until M3 has been approved.

Important:Account Servicing will NOT have an account for the customer until AFTER M3 has been approved.

Response: We are unable to update your information until your account is active and has been fully approved. Your account will not be created with the billing department until after your account has been fully approved.

and proceed to Step 5

• M3 has been approved

  

1. Refer customer to https://myeverbright.com/dashboard portal to update their own contact information

2. Does the customer agree to update on their own through the portal?

• If yes, enter disposition notations with billing disposition notations and Stop.

• If no, proceed to Step 4

4

Use the following table to update contact information via MyEverBright Portal

1

1. Login to https://myeverbright.com/dashboard/overview

2. Log in as Admin

3. Search the Homeowner's name and click on their name

   

4. Click on Edit User

   

5. Update the customer’s information

   

6. Click Save > Submit Changes

1

Check if there are multiple contracts for the homeowner.

If yes, be sure that the correct contract was signed with the correct spelling of the customer's name. If not, a NCCO would need to be completed and go to Step 2.

If no, go to Step 2

2

Tag Ryan Izuno in the ticket.

He will update the homeowners name in the portal.

1

A. Summary: Homeowner contact updates - [Homeowner’s Name]

B. Request Type: Account Management

C. Reporter: SolarCustomerSupport@accountservicing.com

D. Support Channel: Email

E. Send the below note to Account Servicing:

Hello,

Per the homeowner’s request, we’ve updated their contact info as follows:

(Include contract holder’s name, address, and what was updated/changed: phone number, email, and/or billing address). Please update your system of record and confirm when complete.

[Agent Name]

1

A. Summary: Homeowner contact updates - [Homeowner’s Name]

B. Description: Homeowner Name, Job Address, and Job URL – and summary of their concern

C. Request Type: Account Management

D. Reporter: Enter the homeowner’s preferred email address

E. Support Channel: Email + (Phone/Chat if Applicable)

F. Add: Organization

G. Respond to Customer:

Hi [Customer Name],

We’re working on your request. We will let you know once it is complete.

Regards,

[Agent Name]

1

• Both tickets can be closed once the updates are confirmed:

  • Reply to homeowner: Hello [homeowner name],

    We have completed your request.

    Thank you,

    [Agent’s Name]

  • No further communication with Account Servicing is required

• Close both tickets:

A. Resolution: Done

B. Resolution Type: Account Management

C. Platform Area: Account Management

1

If a homeowner would like to be removed or deleted from the Homeowner Portal.

Create a Jira ticket and include:

• Homeowner’s name

• Homeowner’s email address

• Homeowner’s property address

Go to Step 2

2

Once all the information has been collected tag Ryan Izuno in the ticket.

After Ryan responds the request has been completed, close the ticket.