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Background: A customer contacts Support and indicates that a mechanical lien has been placed on their home

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IF Customer is contacting due to aLGCY Mechanic Lien(Click Here)

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IF an INSTALLER contacts you regarding a Lien placed on them, RATHER than on the Homeowner then (Click Here)

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Table of Content:

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Regular Mechanic Lien:

  • A mechanics Lien is placed on a customer’s home because the work has not been completed at all or was not completed correctly

Info

Refer the customer to their contract to contact their organization If the following criteria is met:

  • If the Suborg/Sales Rep contacts Everbright regarding liens

  • If they are threatening to place a Lien

  • Or If they state they have not been paid

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If the Homeowner contacts Everbright stating that they received a preliminary Lien Notice, please refer the homeowner to the CSLB Website (https://www.cslb.ca.gov/consumers/legal_issues_for_consumers/mechanics_lien/How_To_Prevent_A_Mechanics_Lien.aspx#:~:text=The%20simplest%20way%20to%20prevent,contract%20and%20the%20Preliminary%20Notices)

  • Also; Provide the Homeowner with a copy of the CSLB Homeowner’s Guide to preventing Mechanics Liens (

    View file
    nameCSLB Homeowner's Guide To Preventing Mechanics Liens.pdf
    )

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LGCY Mechanic Liens

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If an agent is notified by a customer that a lien has been placed on their home, the agent should reply:

“Thank you for contacting Everbright support regarding the lien that has been placed on your home. As you may know, [Org] provided the equipment contemplated by your agreement with [Org].

EverBright is no longer working with [Org]. As we no longer work with [Org], we are unable to assist in the removal of the lien. Please contact [Org] directly to understand your unique circumstances.

Thank you,

(Agent name)”

LGCY Mechanic Liens

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As of January 15, 2025, LGCY has 371 jobs in Illinois that received Mechanics liens from CED due to falling behind on their payments. We are working with them to figure out next steps regarding paying CED and getting the liens removed.

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If you receive any of these interactions regarding LGCY

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Step

Action

1

; Let the customer know that we are aware of the situation and we are working with the installer on a plan to remove the Lien as Soon as Possible

2

  • Create a Case in Sales Force from the Homeowner’s Contract Record

Primary Reason:

  • Installer Complaints

Secondary Reason:

  • Mechanic Lien

3

  • Then Create a Case Assignment for Sales

    • This should automatically be assigned to Joe Kelly in Sales Force

CA Primary Reason:

  • Other

Referral Comments:

  • LGCY Mechanic Lien

Description:

  • LGCY Mechanic Lien

4

  • Scroll Down to the “Case Assignment Purpose” and select

    • “Action Required”

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5

  • Go to the “Other Homeowner Related questions” Box and type:

    • LGCY Mechanic Lien

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6

Once we get resolution from Sales close the Case and notify the Homeowner back (if applicable)