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A&A APPROVAL PROCESS (INTERNAL USE ONLY)

A&A APPROVAL PROCESS (INTERNAL USE ONLY)

Owned by Nehemiah @ EverBright
Last updated: Jan 14, 2025
3 min read

A&A CAN ONLY BE APPROVED BY JESSICA NORIEGA OR NEHEMIAH FRANCO, CURRENTLY.

Summary:

Once home buyer/applicant is approved for credit the Assignment and Assumption documents are drafted and sent for approval via DocuSign. To approve the draft; legal contact information is verified, property details are verified, and the contracts and change orders needed are confirmed.

 

  1. LOCATE THE ACCOUNT/CASE RELATED TO THE A&A ON SALESFORCE (USING CONTRACT ID OR ADDRESS LINE):

image-20241025-223412.png
image-20241025-223420.png

 

  1. VERIFY THE CONTACT INFORMATION MATCHES. THE SELLER’S CAN BE FOUND ON LAUNCH OR SF, AND THE BUYER’S MUST MATCH WHAT IS ON THE CREDIT APPLICATION (OR QUAL PHASE):

THE DOCUSIGN SIGNERS BELOW MUST MATCH (SEE BELOW FOR SELLER AND BUYER):

 

SELLER:

BUYER:

OR

 

  1. CONFIRM PROPERTY DETAILS USING SITEXPRO (https://www.sitexpro.com/Account):

INPUT ADDRESS, THEN HIT SEARCH

CHECK “PROPERTY DETAILS BOX” THEN CLICK GET NOW

A REPORT WILL SHOW CURRENT OWNERSHIP

 

  1. NEXT, WE WANT TO CONFIRM WHETHER THE CORRECT CONTRACT AND CHANGE ORDERS WERE ADDED, IF APPLICABLE (only the HCO & NCCO are applicable, ICO’s should not be added. Refer to “d.” below for ICO example)

a. IF THERE IS A BATTERY ICON, THERE IS A CHANGE ORDER. VERIFY IT HAS BEEN ADDED TO THE A&A

b. IN THIS CASE IT HAS AN HCO, VERIFY THAT IT HAS BEEN ADDED TO THE A&A DRAFT ON DOCUSIGN:

c. IF AN ICO IS ADDED, PLEASE DECLINE APPROVAL. (ICO’S ARE NOT SIGNED BY HOMEOWNERS, THAT IS ONE WAY TO VERIFY IT IS AN ICO)

d. NEXT, VERIFY THE CONTRACT IS CORRECT (SELLER NAME AND CONTRACT ID)

  1. FOR RICs, AUTHORITATIVE COPY MUST BE COMPLETED FOR APPROVAL.

    1. 2024-07-26 Customer support list.xlsx

    2. SEARCH FOR THE CONTRACT ID, AND ENSURE THE “COMPLETED ACKNOWLEDGEMENT” IS MARKED TRUE; IF THEY ARE NOT ON THE LIST, YOU MUST IMPERSONATE THE USER ON MYEVERBRIGHT.COM, IF YOU RECEIVE A POP-UP STATING TO ACKNOWLEDGE THEN THE CUSTOMER STILL NEEDS TO ACKNOWLEDGE, DO NOT APPROVE THE A&A.

 

  1. THEN SELECT APPROVE AT THE TOP OF THE PAGE, AND THE A&A WILL BE SENT TO ALL SIGNERS.

 

  1. PLACE NOTES IN THE CASE FEED THAT THE A&A WAS APPROVED AND SENT TO ALL SIGNERS, THEN YOU’RE DONE!