Standard Operating Procedures
What is a Third-Party Authorization form?
When a property owner wants you to speak to a friend, family member, or title company, you need this specific document on file.
How far in advance do we need to submit our PTO requests?
2 weeks minimum
Which LE/Loan Estimate is sent when an application is just submitted?
The "Initial LE"
In which three U.S. states has Ygrene administered PACE financing programs.
FLORIDA
CALIFORNIA
MISSOURI
What does the name YGRENE mean?
"YGRENE" spelled backwards is "ENERGY"
Who reviews Third-Party Authorization forms?
Needs to be sent to customer care and it's reviewed by Supervisors and Team Leads (Sups/TLs)
When does the Initial Loan Estimate need to be sent to a PO?
Within 3 days after Application is submitted
What are the 3 triggers for COC's
APR (Increased)
Loan Amount Change (Increased)
Term Change (Any)
What are Ygrene's Hours of Operation?
Mon - Fri 9AM-9PM
Sat: 10AM - 6:30PM
Sun: 12pm - 6PM
PACE GREEN CORRIDOR
When requesting a ROL on a cancelled file, you must tag Docs along with this specific person.
Lisbeth Franco
ON WEEKENDS, Who do you reach out to override an emergency NTP?
Sup/TL
In what order do we have to clear out a Change of Circumstance task?
CoC task has to be closed BEFORE sending the Revised LE/CD. It cannot be closed after.
What's the minimum of SMS we should be sending out weekly?
20
How Does Ygrene's Assesment appear as in CALIFORNIA?
Golden State Financial (GSFA)
or
CHFA
A VOM is considered unacceptable if this specific condition isn't met regarding who contacts the lender.
PO/CO can't call with Lender on the line.
Ygrene MUST be the one to call the lender.
If a file cancels after an appraisal has been ordered, you must notify the assigned PC when?
Immediately—even if the file hasn't reached C&F
What is the amount that a COC's APR need to Increase by in order for us to need to re-disclose
0.125%
This CO recently has been suspended due to fraudulent income documents providing inflated incomes for property owners.
EZ Solar Group LLC
What does PACE Stand for?
PACE stands for Property Assessed Clean Energy.
When are reps expected to update the follow-up date on a file?
Follow Up dates are to be adjusted for EVERY SINGLE FILE that is in pre-NTP.
Follow Up dates for C&F & Completed Files are NOT to be modified.
What will be our hours of operation for the upcoming Juneteenth holiday on 6/19.
Our offices will remain open during regular business hours, from 9:00 am to 9:00 pm.
If a TL/Sup is unavailable, what resources do I have available to me if I can't find an answer for a procedure?
1. Ygrene Co-Pilot
2. One - Note
Do you need all PO's consent for a cloned application?
Yes
Who is the Director of Operations?
Brian Deering