A&A CAN ONLY BE DRAFTED IF THE BUYER HAS BEEN APPROVED FOR CREDIT OR IF LAUNCH STATED THE CREDIT EXEMPTION FEE WAS PAID.
Once drafting is complete, please remember you will need approval from Nehemiah (Jessica Noriega if Nehemiah is out) before sending the A&A via DocuSign. Please send the completed document so that we can stamp it.
LOCATE THE CASE THAT RELATES TO THE CREDIT DECISIONING/BUYER:
CONFIRM THE CREDIT HAS BEEN APPROVED, AND IS NOT CONDITIONALLY APPROVED (MAKE SURE TO BE SIGNED IN AS Post-PTO -> EVERBRIGHTADMIN):
INPUT THE HOME SALE INFORMATION FOUND IN THE CASE DESCRIPTION INTO THE A&A TEMPLATE, THEN SAVE A COPY AS PDF:
NOW DOWNLOAD THE CONTRACT, ONLY THE RIC OR PPA AGREEMENT FROM ENGINE (CONFIRM THERE ARE NO CHANGE ORDERS; HCO OR NCCO. THEY WILL NEED TO BE DOWNLOADED TOO):
OPEN THE DRAFTED A&A IN ADOBE AND SELECT COMBINE FILES IN THE TOOLS SECTION:
FROM THE “ADD FILES…” DROPDOWN SELECT ADD FROM OPEN FILES AND SELECT THE A&A:
DRAG AND DROP THE AGREEMENT AND ANY CHANGE ORDERS, IF ANY, THEN CLICK “COMBINE FILES”:
SAVE IT OVER THE ORIGINAL A&A:
9. FINALLY, SEND THE COMPLETED DOCUMENT & CASE NUMBER IN THE “AA Approvals Needed” TEAMS CHANNEL (EverBright | AA Approvals Needed | Microsoft Teams):
