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EverBright Contract Changes

EverBright Contract Changes

Owned by Deanna Collia
Last updated: Sept 23, 2024
2 min read

A customer may request to change their EverBright finance contract after the system has been installed. EverBright will allow the change under certain conditions.

Contract change requests will be handled by resolution specialists only

Message to the customer:

Hello,

We have received your request. We will review and respond within 5 business days.

Regards,

 

Process

  • Follow the escalation SOP and escalate to a resolution specialist

Changes from one product to another (i.e. PPA to a RIC)

  1. The customer must provide a reason for the change

  2. Risk must approve the change

  3. The installer must be informed, approve the request, requote and explain the difference

  4. Support agents must contact the customer and explain the difference between the two products with respect to buydown and tax incentives.

  5. The change is subject to current pricing.

  6. Funds from the original contract will be clawed back and then reapplied according to the new contract

 

Message to the installer:

Hello,

[customer name] [link to job] contacted EverBright and requested to change their contract from a [product] to [product]. EverBright will approve the change, under the following conditions:

  1. [Org name] must also approve the change

  2. [Org name] agrees to provide the customer with a new quote under the requested product (subject to current pricing)

  3. [Org name] explains the difference between the two products and contracts

  4. Funds from the original contract will be clawed back and then reapplied according to the terms of the new contract

[customer name] is expecting a call from their sales representative to explain these differences. Please reply to this email with your approval of the request.

Regards,

Changes from an EverBright product to Cash

  1. The customer must provide a reason for the change

  2. Risk must approve the change

  3. The installer must be informed and approve the request

  4. Deal Processing will cancel the workflow

  5. Funds will be clawed back from the installer

 

Message to the installer:

Hello,

[customer name] [link to job] contacted EverBright and requested to change their contract from a [product] to Cash. EverBright will approve the change, if [Org name] also approves. Be aware that conversion to a Cash deal will result in a clawback of all funds dispersed to date for the project. Please reply to this email with your approval of the request.

Regards,

 

  • Once all conditions are met, the agent will send a request to Deal Processing to cancel the workflow.