Here on EverBright, we like to make the process of closing deals easier and more efficient. We understand that the process involves a lot of aspects and details, so we made side modals to provide vital job information for every user.

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The side modals are a set of buttons on the right side of the screen for every job. Here are the modals, a short summary of how they can be helpful, as well as a link to how they can be used:

• Eligibility modal - The eligibility modal is represented by the bell icon. It provides details on financing product availability. You may read more about it here.
  
  
  

• Job Summary modal - The job summary modal is represented by an information icon. It provides a summary of significant details for each job phase.
  
  
  

• Notes modal - The notes modal is represented by a notepad icon. Here, you can set a deposition, add notes, and also set a follow-up date. You can find more about dispositions here.
  
  
  

• Ownership Management modal - This is represented by the man icon. Clicking this will open an ownership management pop-up window, and will allow a user to see who the job is assigned to, and also re-assign. All depending on the user's permission settings.
  
  
  

• Documents modal - This is represented by a document icon and allows a user to upload important documents for the job, especially before a contract is signed.
  

Still have questions? Contact support@goeverbright.com or start a chat with us when you are logged into the platform.

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