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How to Handle Co-signer Misrepresentation Concern

How to Handle Co-signer Misrepresentation Concern

Owned by Rafael Gonzalez
Oct 07, 2024
2 min read

Background: We have 48 known accounts where a cosigner was added and they should not have been.

Job Status

Instruction

Job Status

Instruction

 

 

 

 

M3 Approved

(All states)

 

 

  • we executed a unilateral release to remove the invalid cosigner.

A copy of this document is uploaded to the primary customers account on SF under Related "files".

 

 

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image-20241007-184008.png

 

 

 

 

 

 

Pre-M3

(All states except TX)

 

 

  • We executed a unilateral release to remove the invalid cosigner.

A copy of this document is uploaded to the primary customers account on SF under Related "files".

 

 

Pre-M3 (TX)

 

 

  • we added an NCCO task in Engine

Once the HO and Installer sign it, the cosigner will be removed automatically. No release needed.

 

 

 

 

Process:

Action

Action

  • If a customer calls in to complain about co-signer issues

  1. Check the “Related Filed” within the customer’s SalesForce account

  • If there is an executed release

    • Explain to the customer that the cosigner has been released from the account and it has been already resolved