Guidelines to consider before making changes to contact information:
A person on credit must be on the agreement
A person on the title must be on the agreement.
One signer is permitted if the credit and title signers are the same person.
All signers of the agreement must exactly match their respective credit and title legal contacts.
If signer names need to be updated, they may be in the Qualification Phase.
If there is a minor discrepancy in the client's name ie (Robbie vs. Robby), deal processing would have to make this change.
DocuSign signature must match legal contact names.
If an installer needs to make changes to their client’s email or phone number, these changes should be made from the qualification phase by selecting Review Name & Adress Information.
From this point, the user can select Edit to make changes that will reflect in the new or revised contract.
Adding a Co-Applicant
Preferably, there will be one application that meets both the credit and title requirements; however, the qualification process allows for these two requirements to be met by two different individuals. This would likely take place if the primary applicant has doubts about their credit status. If a client does not meet our credit requirements and they wish to add a co-applicant, then the installer or sales rep should go into the qualifications phase and select Actions and click Cancel Pre-Qual.
To re-run credit with a co-applicant, select Actions.
Select Run Pre-Qual from the list of options.
In the Pre-Qual application, select “I am applying with a co-applicant” to add the co-applicants information.
What if the applicant’s name doesn’t show up the title report?
In this example, Steven Gomez will be the client
Steven's info is entered in the Contact phase
credit/title application is ran for Steven in the Qualification phase
He meets the credit requirements, but his name is not on the title. His wife, Stephany Gomez shows up on the title report
How do we add Stephany to the contract without running her credit?
Knowing that we need at least 1 individual on title to be on the contract, we would have to add Stephany to the contract.
To add Stephany’s contact info, go to the Qualification phase and selecting Review Name & Address Information. Select Edit next to Stephany’s Name. Her phone # and email address can be added here. Please note that only someone in deal processing should make edits to title-related information. An installer, regardless of access on the platform, will not be able to edit this information.
2. Next, navigate to the Contract phase. Notice that Stephany is not yet listed anywhere in this phase. Click New Recipient to add Stephany’s name.
3. She will now be able to sign the contract once it has been sent out for signatures.