Proposals
These are considered what type of agreement?
-A, -J, -K, -F
Customer Owned/Prepaid deals
The minimum FICO score needed to be approved for a lease
650
Hours of operation in MST
9am-8pm 7 days a week
What is our email address
credit@sunrun.com
Describe what the reason for a service transfer
Transferring of service from the current homeowner to the buyer of the home
An expired and/or failed credit check may result in what type of decision?
Pended
The two queues in Grade are called
PCD (pending credit decision) and PCR (pending compliance review)
We can have up to how many chats in our personal pipeline at one time
5 max
When a sales rep/customer emails their SSN, we do the following
Inform the team to delete the email, delete it yourself, respond to the rep/customer by starting a new email thread
We communicate with the Service Transfer team by
Chat
These two types of proposals allow us to override the expired credit check
Previously approved change order and previously approved revision
We call customers to verify what 4 things?
1. name 2. DOB 3. SSN 4. If they authorized Sunrun to run their credit
What version of salesforce do we use for Omni Chat
Lightening
We do the following with emails from Greensky
Nothing
Ways we can find a service transfer within salesforce
ST number (service transfer), SC (service contract)
:001, :002, :003 etc. This is known as a
Change order
These are the type of models Sunrun accepts
Experian Fair Isaac FICO Risk Model V2 TransUnion FICO Risk Score Classic 04 Equifax FICO Classic 5
Closing out the omni chat process
Wait 2 minutes for no communication, send out the closing statement, and exit/end the chat
Emails are similar to what other duties we have
Omni Chat
True/False, Credit used to manage every service transfer completed
True
A perfect proposal would consist of these following items
Title holder ran/passed credit and signed the agreement
Other than PCD/PCR what are the other results
Pending Corrections Needed (PCN) Pending Review
If I am having trouble finding a person with just their name, I can ask the sales rep for what other information?
Phone number, email address, physical address, proposal ID (if applicable) Grade number, opportunity name
A response is not necessary to send to the sales rep during what scenario
Already handled via Omni Chat
Service transfers do not require a proposal page
True