Background:
Homeowners will see an additional layer of security in DocuSign to verify their identity when signing our EverBright agreements.
When a homeowner opens the DocuSign package, they will be asked a series of questions pulled from a LexisNexis knowledge base that only they should know all the answers to. If the homeowner answers correctly and passes the authentication, the agreement signing will proceed as normal.
If the homeowner does not pass the authentication questions, they will still be able to sign an EverBright agreement. The failed DocuSign package will be cancelled, and a new DocuSign package will be sent to the homeowner. In lieu of the authentication questions, this DocuSign package will include a step requiring the homeowner to upload a copy of their identification for EverBright to review. Note: for privacy reasons, installers will not be able to see the uploaded identification.
The status of the authentication can be determined by logging into DocuSign and locating the agreement Using Docusign to troubleshoot or resend contracts . If the HO has failed the authentication, it will display in DocuSign:
If the HO fails the DocuSign authentication, they will receive a second email from DocuSign and be allowed to sign the agreement as normal, but will be required to upload a copy of their driver’s license at the end of the contract.
If the HO receives the following error: We were unable to find your name in the public information database. The homeowner didn't enter enough data for LexisNexis to generate questions or there isn't enough data about this homeowner for them to generate the questions. Encourage the homeowner to enter either their DOB or SSN (or both) to increase the chances that their information will be located. EverBright does not store this information.
FAQs:
Training Video: