Credit
HIS/VC
Text
Backoffice
Pending Tasks
100

The prescreen and credit application shows approved we mark ____ off to help progress the deal

What is the Credit Check ODI?

100

A rep calls in requesting for a VCE. We transfer this request to?

What is the HIS line?
100

A rep requests moving this deal into another reps name.

What is Athlete to expert?

100

This email is internal only and is to help with placing panels on roofs.

What is Tier2SSD@sunrun.com?

100

The KWH usage is higher than actual usage. The opportunity page shows usage higher than what the Utility bill shows.

What is Inaccurate system size?

200

The pending task is resolved however there is no open activity meaning the ____________ Will need to be resolved by who?

Who is the credit team?

200

Call was completed within 90 days, the pricing is within parameters and the agreement type is the same. The final check is...

Who completed the verification call?

200

A rep reaches out to our phone lines asking about an IPA. He then is directed to _____

What is the PRE SSD Text line?

200

A sales rep is not active, this email is provided to help them become active again.

What is presra@sunrun.com

200

the _____ Rate on the proposal shows a different rate on the utility bill. Please update the ____ rate on a new proposal. 

What is CARE rate pending task?

300

The son signed the agreement violating the ________ policy

What is the domestic partnership/Spouse policy?

300

______________ is the most important thing prior to transfering VCE requests to the HIS team

What is customer agreement signed?

300

A rep has been non responsive in the text for over ten min. Next steps are...

What is our Text template for no response?

300

This team is responsible for the______ chat

What is PRE S7 chats?

300

Customer agreement should be generated in the name of the single (or one of 2) members of the ____; agreements must be generated in the customer's name as opposed to the ___name.

What are LLC requirements?

400

The Drivers license, mail containing the address and a passport are provided fulfilling the...

What are the requirements for domestic partnership?

400

This field on the opportunity page shows the time and date of the _______________ being completed

When the VC was completed or what is Verification Call completed?

400

We apologize for the inconvenience you have faced. Let's see what we can do to address your concern. Please bear with me for 5 minutes.

What is Standard Empathy & Reassurance Statement?

400

This team also can complete a task HIS normally completes.

What is VCE's?
400

The previous system must be  installed for a minimum of 12 months, for customers with a third party owned first system. In order to move forward, you will need to provide proof that the system has been on the home and running for the required 12 months PTO.

What is a second system pending task?

500

The Credit application shows saved means?

What is Customer opened the application but did not complete?

500

Marking off ODI 18 is for which state?

What is California?

500

A rep messages in saying he is having trouble with the IPA. His next steps are,

What is IPA troubleshooting/policy?

500

For Spanish Cases these people are responsible for resolving those cases

Who is Kyle Thompson and Ana Green?
500

We cannot verify if the home is a duplex or an apartment please provide information that confirms the ____

What is a Home Type?

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