A&A APPROVAL PROCESS (INTERNAL USE ONLY)

Owned by Nehemiah @ EverBright
Oct 25, 2024
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.

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

IN THIS CASE IT HAS:

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

 

  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 TEH A&A WAS APPROVED AND SENT TO ALL SIGNERS, THEN YOU’RE DONE!