Making changes to contact information within the Contact phase, will not populate in a newly generated contract. If an installer needs to make changes to the homeowner's address or contact info once they've reached the contract phase, they would have to navigate to the qualification phase and select Review Name & Address Information. This will display the address and contact info for the applicant(s).
From this point, the user can select Edit or +Add to make changes that will reflect in the new or revised contract.
Adding a co-applicant:
From the edit menu above, select +Add.
A sub-window will open in which you can add a co-applicant and their corresponding contact information.
Guidelines to consider before making changes:
1. A person on credit must be on the agreement
2. A person on the title must be on the agreement.
3. One signer is permitted if the credit and title signers are the same person.
4. All signers of the agreement must exactly match their respective credit and title legal contacts.
5. If signer names need to be updated, they may be in the Qualification Phase.
6. DocuSign signature must match legal contact names.