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Mechanic Liens

Mechanic Liens

Owned by Tiffany Harper (Unlicensed)
Last updated: Jan 24, 2025 by Rafael Gonzalez
2 min read

Background: A customer contacts Support and indicates that a mechanical lien has been placed on their home

IF Customer is contacting due to a LGCY Mechanic Lien (Click Here)

A mechanics Lien is placed on a customer’s home because the work has not been completed at all or was not completed correctly

Refer the customer to their contract to contact their organization If the following criteria is met:

  • If the Suborg/Sales Rep contacts Everbright regarding liens

  • If they are threatening to place a Lien

  • Or If they state they have not been paid

LGCY Mechanic Liens

If you receive any of these interactions regarding LGCY you must proceed with the following proces:

Step

Action

Step

Action

1

  • Let the customer know that we are aware of the situation and we are working with the installer on a plan to remove the Lien as Soon as Possible

 

2

  • Create a Case in Sales Force from the Homeowner’s Contract Record

 

3

  • Then Create a Case Assignment for Sales

    • This should automatically be assigned to Joe Kelly in Sales Force

4

  • Scroll Down to the “Case Assignment Purpose” and select

    • “Action Required”

 

image-20250123-172109.png

 

5

  • Go to the “Other Homeowner Related questions” Box and type:

    • LGCY Mechanic Lien

 

image-20250123-172253.png

 

6

  • Once we get resolution from Sales close the Case and notify the Homeowner back (if applicable)