New Features & Enhancements

Sales Platform

• Credit Application: Added a disclosure about the Hard Credit pull so that Homeowners are presented this disclosure prior to executing any hard credit inquiries, since it can affect their credit report.

Ops Platform

• Qualification: Our Homeowner Credit Underwriting criteria have changed for TPO products.

  • Users may now experience Conditional Approvals for TPO products, as we’re now checking and clearing Stipulations (Income, Identity, Fraud Alerts).

  • Users will now see a maximum “Amount Approved” dollar amount for TPO products.

    • Users will not be allowed to proceed with contract generation if the quote’s install cost is greater than Amount Approved.

See our release schedule to learn more about release timing and upcoming release dates.  

For questions about these improvements or anything else please reach out to our support team on chat or via support@goeverbright.com or attend our weekly basic & new feature training and office hours which are a great opportunity to get your questions answered: How do I book live training?