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Deanna Collia

Deanna Collia

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Background: There are home transfers that were not completed when the transition from GA to Launch occurred. These transfers are at various stages in the process. Depending on the stage, each transfer will need to be handled differently. Transfer statuses are tracked in this Transfers spreadsheet.

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1

Check the spreadsheet to confirm that the customer is on the list: Transfers

2

  • If the customer is not on the list

3

  • If the customer is on the list and their status is “waiting on assignment docs” but the request date is before April 1

Your request was submitted more than 45 days ago; therefore, you will need to submit a new request.

4

  • If the customer is on the list and their status is anything other than step 3:

Your request is being processed. I will notate your account and we will reach out to you with an update.

  • Search the Jira queue for any open tickets for this customer

  • If a ticket exists:

  • If no ticket exists:

    • elevate to the back-office team

    • Subject: In-Flight Transfer Status Request - [homeowner name]

    • Assign the ticket to Nehemiah @ EverBright

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  • Waiting on Assignment Docs

  • Waiting On Client

    • Launch will gather information to create A&A

  • Waiting on Customer Information

    • please Launch will gather information to create A&A.

  • Waiting on UCC Refile

    • Launch to Review UCC status with WKLS.

  • Waiting on UCC Termination (1)

    • Launch to Review UCC status with WKLS.

  • Waiting on transaction fee (5)

    • Pending

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