Updating Homeowner Information

Background:

After credit is run and before the contract is signed, support has the ability to update the homeowner’s legal contact information in the platform. This may be needed if the homeowner’s information does not match what is currently on the title, which would result in the rejection by Deal Processing.

• All signers of the agreement must exactly match their respective credit and title legal contacts.

• DocuSign signature must match legal contact names. Note: each signer must select and use their own DocuSign signature, or the document will be rejected.

Support will receive a request to update the legal information of the customer.

Support Process:

1. Any of the following information can be updated:

   1. Legal Name

   2. Address / Unit number

   3. Phone number

   4. Email address

2. Navigate to the Contract phase:

   1. If the contract has not been signed by any parties, support can void the contract: and update the legal contact information. The status will either be ‘Not Started’ or ‘Sent’. Example:

      
   2. 

      If the contract has already been signed (by anyone), the installer will need to use the NCCO feature. Example:

      

3. To update legal information, navigate to the Qualification phase:To update the name, phone number or email address, click on Name & Address (1), then click on Edit (2) in the credit phase (3) and edit the information so that it matches exactly to the legal information in the title (4)

   

4. To update the name, phone number or email address, click on Name & Address, click on Edit (1) in the credit phase (2) and edit the information so that it matches exactly to the legal information in the title (3)

• Once the legal information has been updated, the contract can be resent for signatures.