Making changes to contact information within the Contact phase, will not populate in a newly generated contract. If an installer needs to make changes to the homeowner's address or contact info once they've reached the contract phase, they would have to navigate to the qualification phase and select Review Name & Address Information. This will display the address and contact info for the applicant(s).
From this point, the user can select Edit to make changes that will reflect in the new or revised contract.
Preferably, there is one applicant that meets both the credit and title requirements; however, the qualification process allows for these two requirements to be met by two different individuals. This would likely take place if the primary applicant has doubts about their credit status.
Guidelines to consider before making changes:
1. A person on credit must be on the agreement
2. A person on the title must be on the agreement.
3. One signer is permitted if the credit and title signers are the same person.
4. All signers of the agreement must exactly match their respective credit and title legal contacts.
5. If signer names need to be updated, they may be in the Qualification Phase.
6. DocuSign signature must match legal contact names.