A&A DRAFTING PROCESS (INTERNAL USE ONLY)

Owned by Nehemiah @ EverBright
Last updated: Oct 25, 2024
3 min read

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). This is also done via DocuSign as they are the first to receive the documents.

 

  1. LOCATE THE CASE THAT RELATES TO THE CREDIT DECISIONING/BUYER:

image-20240909-151427.png

 

  1. CONFIRM THAT CREDIT HAS BEEN APPROVED FOR THE BUYER (MAKE SURE TO BE SIGNED IN AS Post-PTO -> EVERBRIGHTADMIN):

image-20240909-151510.png

 

  1. LOG IN TO DOCUSIGN USING LAUNCH@MYEVERBRIGHT.COM (Docusign | #1 in Electronic Signature and Intelligent Agreement Management

     

  2. 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):

 

  1. IN DOCUSIGN, SELECT THE “ASSIGNMENT & ASSUMPTION” TEMPLATE:

 

  1. INPUT ALL CONTACT INFORMATION RELATING TO THE HOME SALE. MAKE SURE TO GRAB THE LEGAL CONTACT FOR THE BUYER FROM THE CREDIT DECISIONING EMAIL OR FROM THE QUALIFICATION PHASE ON ENGINE (UPDATE WHERE NEEDED ON THE CASE):

REMOVE FIELDS FOR ADDITIONAL SELLERS OR BUYERS (IF APPLICABLE). EDIT THE SUBJECT LINE TO SHOW THE CONTRACT ID AND THE STREET ADDRESS:

THEN HIT SEND, AND THEN SIGN NOW:

 

  1. ENTER ALL FIELDS NEEDED, IF PAYMENT DATES ARE UNKNOWN ENTER “TBD”:

  1. ON PAGE 2, CLICK THE PAPERCLIP ICON TO ATTACH THE CONTRACT AND ANY CHANGE ORDERS, THEN SELECT DONE. ONCE COMPLETED, CLICK FINISH.

 

9. THE A&A WILL BE SENT TO THE APPROVAL SIGNING GROUP.