Presentation Ecohome Loan User Guide
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Dealer Portal Loan User guide May 2018 version Engagement-Powered Consumer Financing TABLE OF CONTENTS CREATING AN APPLICATION (entering a deal) 4 SENDING AND SIGNING CONTRACT FOR E-SIGNATURE 15 DOWNLOADING SIGNED E-SIGNATURE CONTRACT 20 E-SIGNATURE CONTRACT STATUS 21 PRINTING THE CONTRACT 22 UPLOADING THE DOCUMENTS 24 REQUEST TO FUND (getting paid for the work) 28 EDITING A DEAL 29 VIEWING YOUR DASHBOARD 31 MY DEALS 32 CALCULATOR 34 CUSTOMER LINK 35 CUSTOMER LINK – CUSTOMER PROCESS 37 LEADS 40 ©EcoHome Financial 2018. Proprietary and Confidential 2 TABLE OF CONTENTS MY PROFILE 44 ABOUT US 46 RESOURCES 47 ©EcoHome Financial 2018. Proprietary and Confidential 3 CREATING AN APPLICATION (entering a deal) Your login credentials would have been provided to you by your Sales Account Manager. If at any time you forget your password or have locked your account you can contact Dealer Support at 1-866-382-7468 ext.3 to have it reset STEP 1: Visit the following URL: https://beta.ecohomefinancial.com/ecohome STEP 2: Enter your username and password on the Log In page EcoHome Financial 2018. Proprietary and Confidential 4 CREATING AN APPLICATION (entering a deal) STEP 3: You will be directed to your Dashboard upon successful login STEP 4: Click on ‘New Application’ in the Menu on the left side of the screen OR click on the ‘New Application’ icon at the top of the screen EcoHome Financial 2018. Proprietary and Confidential 5 CREATING AN APPLICATION (entering a deal) STEP 5: Complete the Borrower Information section. Click the ‘Scan License’ button The following will appear to allow you to capture the driver’s license barcode Mobile users click ‘Capture’ Desktop users click ‘Upload’ Sample image of back of Driver’s License: To scan the driver’s license, turn the license over to scan the barcode on the back of the license. Avoid any glare and turn off your flash EcoHome Financial 2018. Proprietary and Confidential 6 CREATING AN APPLICATION (entering a deal) STEP 6: If drivers license is not available to be scanned enter the following information in the Borrower Information section: a) b) c) d) e) First Name Last Name Date of Birth Customer`s Verification ID Dealers Initials STEP 7: Complete the Installation Address Information section. If you are at the Customers home click the ‘Get My Location’ button. The Installation Address Information section will automatically populate STEP 8: If you are not at the Customers home enter the following information in the Installation Address Information section: a) b) c) d) e) Address Unit # City Province Postal Code 1. 2. At least one of the applicants must be the home owner Postal code is a minimum of 5 characters and maximum of 6 characters EcoHome Financial 2018. Proprietary and Confidential 7 CREATING AN APPLICATION (entering a deal) STEP 9: If the Customers has lived at their current address for less than 2 years, click the check box as per below in the form to complete the Customers previous address Enter the following information in the Previous Address Information section: a) b) c) d) e) Street Unit # City Province Postal Code STEP 10: If the mailing address is different than the installation address, click the box as per below in the form to complete the Customers mailing address Enter the following information in the Mailing Address section: a) b) c) d) e) Street Unit # City Province Postal Code EcoHome Financial 2018. Proprietary and Confidential 8 CREATING AN APPLICATION (entering a deal) STEP 11: Confirm that the Customer is the Home Owner by clicking on the box as per the below in the form If the first Customer is not the home owner you will have this option with the additional applicant STEP 12: If there is an additional applicant, click on the ‘Add Additional applicant’ icon as shown below in the form to complete the additional applicants information Enter/complete the following information in the Additional Applicant Information section: Scan driver’s license OR enter a) b) c) d) e) f) First Name Last Name Date of Birth Customer`s Verification ID Dealer`s Initial Relationship to Main Borrower EcoHome Financial 2018. Proprietary and Confidential 9 CREATING AN APPLICATION (entering a deal) STEP 13: Before you proceed with the credit check review the Customer’s information for accuracy. STEP 14: The Customer must read and authorize their credit report to be pulled. This must be completed for each customer The Customer has the ability to view `How is my personal data used?’ and ‘Privacy Policy’ STEP 15: Click on the ‘Save and Proceed’ button at the bottom of the page to move to the next step – the Customers information is now created EcoHome Financial 2018. Proprietary and Confidential 10 CREATING AN APPLICATION (entering a deal) STEP 16: At this point at the top of the page you will see a response from the credit check. You will receive one of the below response messages: • • • • Credit Check Processed Successfully – Pre-approved amount will display No Message – this application will proceed for credit review We were not able to match the Customer’s credit details. Please ensure that the Customer information provided matches their Government issued ID (e.g. driver’s license). Continue with the application for credit adjudication upon submission. Declined STEP 17: Select the ‘Type of Agreement’ from the drop-down menu STEP 18: Enter/complete the following information in the New Equipment Information section: a) b) c) Type – select equipment/service from drop down menu Description – complete this free form field Cost – enter the cost of the equipment/service including taxes for loans e) f) g) h) Add additional equipment – if required Down Payment – if required Financing Options – click select from one of the options to assign the rates to the deal Admin Fee EcoHome Financial 2018. Proprietary and Confidential 11 CREATING AN APPLICATION (entering a deal) STEP 19: Enter/complete the following information in the Financing Options section: a) b) c) d) e) e) Deferral Type – select if required Loan/Amortization Term a) Click select to save your selected Financing Option Sales Rep – Enter Sales Representative name Select Preferred Install Date Select Preferred Install Time Enter house size (in sq. feet) STEP 20: Complete the Existing Equipment Information section if required STEP 21: Complete the Contract Notes section if needed STEP 22: Click on the ‘Save and Proceed’ button at the bottom of the page to move to the next step – the Equipment information has now been added to the application STEP 23: Enter/complete the Contact Information section for the Borrower: a) b) c) d) Enter Home phone number Enter Cell phone number Enter Business phone number Enter email address EcoHome Financial 2018. Proprietary and Confidential 12 CREATING AN APPLICATION (entering a deal) STEP 24: If the Customer would like to receive electronic messages from EcoHome Financial, check the box next to the consent STEP 25: If there is an additional applicant on the application, complete the Additional Applicant Information section: a) b) Enter Home phone number Enter Cell phone number e) f) Enter Business phone number Enter email address If the Additional Applicant would like to receive electronic messages from EcoHome Financial, check the box next to the consent STEP 26: Complete the following information in the Payment Information section: a) Payment Type – select from the drop down menu i. If Enbridge is selected enter Enbridge Gas Distribution Account number or Meter # ii. If PAD is selected enter Preferred Withdrawal Date, Bank Number, Transit Number and Account Number EcoHome Financial 2018. Proprietary and Confidential 13 CREATING AN APPLICATION (entering a deal) STEP 27: Click on the ‘Save and Proceed’ button to move to the next step STEP 28: You are now at the ‘Summary and Confirmation’. You can review all information for accuracy and click on the ‘Edit’ icon in any section in order to return to that page to make any corrections STEP 29: Once all information is complete and accurate, click on the ‘Submit Deal’ button STEP 30: This process is complete. You can now send the contract for E-Signature or print the contract You can’t proceed from Step 1 to Step 2 until all applicants agree to send their personal data to credit check EcoHome Financial 2018. Proprietary and Confidential 14 SENDING AND SIGNING CONTRACT FOR E-SIGNATURE STEP 1: Review Borrower(s) and Sales Rep email addresses are correct and Click on the ‘Send Emails’ button STEP 2: Email will be sent to Borrower, Co-Borrower (if one is present) and Dealer in that order STEP 3: Borrower one opens the email and review the message from EcoHome Financial and clicks REVIEW DOCUMENT to begin the signing process EcoHome Financial 2018. Proprietary and Confidential 15 SENDING AND SIGNING CONTRACT FOR E-SIGNATURE STEP 4: Borrower one clicks the START tag on the left to begin the signing process. They are taken to the first field requiring action. Click the SIGN tag. You are asked to Adopt and Sign. You also have the ability to DRAW signature STEP 5: Borrower verifies their name and initials are correct when using Adopt and Sign. If not, change them as needed EcoHome Financial 2018. Proprietary and Confidential 16 SENDING AND SIGNING CONTRACT FOR E-SIGNATURE STEP 6: Borrower does one of the following: > Accept the default signature and initial style > Click Draw. Draw your signature using a mouse, your finger or a stylus STEP 7: Borrower clicks ADOPT AND SIGN to adopt and save their signature information and return to your document EcoHome Financial 2018. Proprietary and Confidential 17 SENDING AND SIGNING CONTRACT FOR E-SIGNATURE STEP 8: When the borrower is finished clicking all signature tags in the document, confirm signing by clicking FINISH STEP 9: Once the Borrower has completed signing, the Co-borrower (if present) is notified by email and completes step 3-8. STEP 10: Once all Borrowers have completed signing, the Dealer is notified by email and completes step 3-8. STEP 11: All parties will receive a copy of the completed contract STEP 12: Contracts will be automatically uploaded to the Dealer Portal’s Funding Checklist under Signed Contract EcoHome Financial 2018. Proprietary and Confidential 18 SENDING AND SIGNING CONTRACT FOR E-SIGNATURE STEP 13: This process in now complete. You can proceed to uploading documents to the Funding Checklist STEP 14: If contracts need to be resent for signing, this can be done from the Funding Checklist. If contracts sent for digital signature need to be cancelled, this can be done from the Funding Checklist. EcoHome Financial 2018. Proprietary and Confidential 19 DOWNLOADING SIGNED E-SIGNATURE CONTRACT STEP 1: Once a contract has been successfully signed by all parties, you can download a copy of the contract from the Funding Checklist. EcoHome Financial 2018. Proprietary and Confidential 20 E-SIGNATURE CONTRACT STATUS STEP 1: You can review the status of contract sent for E-Signature from the Home Page or My Deals Page. A digital signature icon can be found next to each deal status for any deal that has a contract sent for E-Signature. STEP 2: To view the contract status, click on the E-Signature icon and review the details presented in the pop-up box. Sample 1: Sample 2: EcoHome Financial 2018. Proprietary and Confidential 21 PRINTING THE CONTRACT STEP 1: Click on the ‘Print the contract’ icon STEP 2: The contract will be auto-populated with all of the application details from the portal STEP 3: Have the applicant(s) review and sign the contract STEP 4: This process is now complete. You can proceed to uploading documents to the portal (See next page for sample of an auto-populated contract) EcoHome Financial 2018. Proprietary and Confidential 22 PRINTING THE CONTRACT EcoHome Financial 2018. Proprietary and Confidential 23 UPLOADING DOCUMENTS STEP 1: Return to your Dashboard or My Deals Page STEP 2: To upload documents to your deal, click on the ‘Edit’ icon at the end of the row of the deal STEP 3: You will be directed to the ‘Funding Checklist’ page EcoHome Financial 2018. Proprietary and Confidential 24 UPLOADING DOCUMENTS STEP 4: Save all of your documents that are required to be uploaded to your computer. The preferred file types are .PDF and .JPEG STEP 5: You can download a pre-filled copy of the Installation Certificate to be used at the time of installation a) Click on the ‘Signed Installation Certificate’ bar in the Funding Checklist b) Click on ‘Download Certificate Template’ c) Enter as much information into the fields that is available to you d) Click ‘Download’ EcoHome Financial 2018. Proprietary and Confidential 25 UPLOADING DOCUMENTS STEP 5 cont’d: e) The Certificate of Completion is presented to be printed (Sample of auto-populated certificate of completion) EcoHome Financial 2018. Proprietary and Confidential 26 UPLOADING DOCUMENTS STEP 6: To upload documents to your deal, click on any bar that you wish to upload the document to STEP 7: Click ‘Upload’ STEP 8: Select the document you wish to upload, click open to select the file STEP 9: Continue steps 7 and 8 until you have uploaded all of the documents STEP 10: This process is now complete EcoHome Financial 2018. Proprietary and Confidential 27 REQUEST TO FUND (getting paid for the work) STEP 1: Once all documents have been uploaded, click on the ‘Request to Fund’ button This button only becomes active once all of the mandatory documents have been uploaded STEP 2: You will be presented with a final check pop-up message to confirm that you wish to submit the deal for funding STEP 3: Click ‘Proceed’ to submit the deal for funding or ‘Cancel’ to go back to the Funding Checklist STEP 4: This process is now complete EcoHome Financial 2018. Proprietary and Confidential 28 EDITING A DEAL STEP 1: You can make modifications to already submitted contracts as long as they are not in the following Status: • • • • Booked Ready for Audit Cancelled Expired STEP 2: You are able to make more modifications to already submitted contracts: The Edit button on the contract edit page will allow you to navigate to the appropriate step. You can also click on the Contract # to edit the deal STEP 3: Editing the Equipment information and Existing Equipment Information will redirect you to step 2 EcoHome Financial 2018. Proprietary and Confidential 29 EDITING A DEAL STEP 4: Editing the Contact information and Payment information section will return you to step 4 to make edits STEP 5: After you make changes to the deal, the deal will be re-calculated and re-submitted to Aspire. You will now be able to resend the contract for e-signature or print the updated contract STEP 6: Dealers will have the ability to edit and/or re-submit deals submitted by Sales Reps associated with their account STEP 7: The process is now complete EcoHome Financial 2018. Proprietary and Confidential 30 VIEWING YOUR DASHBOARD (my work items) STEP 1: Upon logging into the portal, you will be directed to your “My Work Items’ view or Dashboard STEP 2: This page is filtered to show any ‘New’ deals from Customer Link and accepted ‘Leads’ to the top of all the deals, highlighted gray with a ‘New’ icon next to the Contract # STEP 3: The My Work Items view displays the following information and can be filtered from any column: • • • • Contract # Customer (name) Status (of deal) Action Req. (of deal) • • • Email (of customer) Phone (of customer) Date (deal created) STEP 4: From the Dashboard you can click the ‘Edit’ button or Contract # on any deal in order to view/edit or upload documents to the deal EcoHome Financial 2018. Proprietary and Confidential 31 MY DEALS STEP 1: To access My Deals, you can select it from the Main Menu STEP 2: In the My Deals section, you can view all your deals. You can view by the following information: • • • • • • • Contract # Customer Status Type Email Phone Date • • • Equipment Sales Rep Value STEP 3: You can view by Deal Info or Detailed Info. You can filter your view by: • • Deal Type Date From • • Date To Deal Status Once you have selected your criteria click the green Filter button to view your results EcoHome Financial 2018. Proprietary and Confidential 32 MY DEALS STEP 4: You can export all information or your filtered criteria to export, click on the green Export All to Excel button EcoHome Financial 2018. Proprietary and Confidential 33 CALCULATOR STEP 1: The Calculator can be selected from the Main Menu STEP 2: The Calculator is similar to step 2 of creating a new deal in that you can select/enter the Province, Equipment Type, Cost, Plan, Down Payment, Loan Term, Amortization Fee and Deferral Type. You will be able to create up to 3 comparisons and view them side by side EcoHome Financial 2018. Proprietary and Confidential 34 CUSTOMER LINK STEP 1: The Customer Link can be selected from the Main Menu STEP 2: Toggle the Customer Link ‘On’ next to Form in English STEP 3: You have the ability to provide your Equipment and/or Service on the form that the Customer will complete. You can do this by keying in the Equipment and/or Service you offer and clicking on the Add button. You can add more than one selection by continually adding Equipment and/or Service and clicking Add OR you can skip this step and leave this information blank EcoHome Financial 2018. Proprietary and Confidential 35 CUSTOMER LINK STEP 4: Click Save STEP 5: The Customers will be able to click on the link and be directed to a one-page form in order to submit their application to the Dealer. The steps to complete the form are presented in the Customer Link - Customer Process section STEP 6: Once the Customer submits their information, Dealers will receive an email notification containing the following information: a) b) Contract ID Customer Name c) d) Pre-Approved Amount Comments e) f) Installation Address Phone Numbers g) h) Email Address Link to deal in the portal STEP 7: The deal will appear in the portal on the My Deals page. The Deal will be highlighted in gray and have a ‘New’ identifier beside it STEP 8: The Dealer can click on the edit icon or Contract # in order to complete the deal as they do today EcoHome Financial 2018. Proprietary and Confidential 36 CUSTOMER LINK – CUSTOMER PROCESS STEP 1: Customers will click on the link/button from the Dealers website or email STEP 2: Customers will be directed to a one-page form, this form is broken down into 3 sections: Your Information, Installation Address Information and Contact Information STEP 3: Customers will enter their First Name, Last Name and Date of Birth in the Your Information section STEP 4: Customers will enter full installation civic address, advise if they are the property owner and can advise if they have lived at the current address for less than 2 years EcoHome Financial 2018. Proprietary and Confidential 37 CUSTOMER LINK – CUSTOMER PROCESS STEP 5: Customers will enter one of the mandatory contact phone numbers, their email address and can enter notes that will be provided to the Dealer STEP 6: Lastly, the Customer will review and authorize their credit report to be obtained and consent to receiving communication from EcoHome Financial. The Customer will confirm they are a person by checking the reCaptcha box EcoHome Financial 2018. Proprietary and Confidential 38 CUSTOMER LINK – CUSTOMER PROCESS STEP 7: Customer clicks Submit Application STEP 8: Customer is presented with a successful message upon submission EcoHome Financial 2018. Proprietary and Confidential 39 LEADS STEP 1: The Leads section can be selected from the Main Menu STEP 2: The Leads are displayed with the following information: • • • Date – lead was submitted by Broker/Agent Postal Code – partial FSA of the location of the customer Pre-Approved for - amount that the customer has been pre-approved for • • • Project Type – the equipment/service the customer is interested in Customer Comment – if any is provided at the time the Lead is submitted Accept Lead – button to accept the Lead STEP 3: Hovering over the Accept Lead button will display a message in regards to the fee of the Lead that will be charged to you EcoHome Financial 2018. Proprietary and Confidential 40 LEADS STEP 4: To accept the Lead, click on the button in the Accept Lead column STEP 5: A confirmation pop up message is displayed to accept the Lead, or cancel and return to the Leads page STEP 6: Once the Lead is accepted a confirmation message is displayed on the Lead page to advise where to locate the Lead and it’s corresponding application # EcoHome Financial 2018. Proprietary and Confidential 41 LEADS STEP 7: The Lead will be displayed on your My Deals page. It will have a ‘New” indicator next to it in the Contract # box, be highlighted light blue and appear to the top of the My Deals Page STEP 8: You will now see the following fields displayed to you: Customer (name) • • Email (address of customer) Phone (number of customer) STEP 9: To edit the deal you click the Edit icon or the Contract # STEP 10: Once you have edited or opened the deal it is no longer considered new, nor is it highlighted EcoHome Financial 2018. Proprietary and Confidential 42 LEADS STEP 11: Leads can be filtered by: • • • Postal Code Pre-Approved for Date From – Date To Click on the filter button once you have selected an option EcoHome Financial 2018. Proprietary and Confidential 43 MY PROFILE STEP 1: The My Profile section can be selected from the Main Menu STEP 2: From the Offered Service drop down select the service that you provide. You can select one or many services from the list. As you select, the service will appear on the screen. To delete a service selected, click on the ‘X’ next to the service and it will be removed from your profile EcoHome Financial 2018. Proprietary and Confidential 44 MY PROFILE STEP 3: To set your Area of my service click on Add Postal Code STEP 4: Enter postal code of your service area in any of these formats, M1B 5N1, L1T or K. To delete any postal code format, click on the ‘X’ next to the postal code STEP 5: Click Save STEP 6: Your My Profile is set and can be updated at anytime EcoHome Financial 2018. Proprietary and Confidential 45 ABOUT US STEP 1: The About Us section can be selected from the Main Menu STEP 2: About Us displays an overview about EcoHome Financial, Contact information and Location EcoHome Financial 2018. Proprietary and Confidential 46 RESOURCES STEP 1: The Resources section can be selected from the Main Menu STEP 2: Resources will allow Dealers to access update material at any time and will be presented on the screen to view, download or print EcoHome Financial 2018. Proprietary and Confidential 47
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