Once drafting is complete, please remember you will need approval from Nehemiah (Jessica Noriega if Nehemiah is out) before sending the A&A via DocuSign. Please send the completed document so that we can stamp it.
LOCATE THE CASE THAT RELATES TO THE CREDIT DECISIONING/BUYER:
CONFIRM THE CREDIT HAS BEEN APPROVED, AND IS NOT CONDITIONALLY APPROVED (MAKE SURE TO BE SIGNED IN AS Post-PTO -> EVERBRIGHTADMIN):
INPUT THE HOME SALE INFORMATION FOUND IN THE CASE DESCRIPTION INTO THE A&A TEMPLATE, THEN SAVE A COPY AS PDF:
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):
OPEN THE DRAFTED A&A IN ADOBE AND SELECT COMBINE FILES IN THE TOOLS SECTION:
FROM THE “ADD FILES…” DROPDOWN SELECT ADD FROM OPEN FILES AND SELECT THE A&A:
DRAG AND DROP THE AGREEMENT AND ANY CHANGE ORDERS, IF ANY, THEN CLICK “COMBINE FILES”:
SAVE IT OVER THE ORIGINAL A&A.
9. FINALLY, SEND THE COMPLETED DOCUMENT & CASE NUMBER IN THE “AA Approvals Needed” TEAMS CHANNEL (EverBright | AA Approvals Needed | Microsoft Teams)
