Lender Configuration - States and Verticals | Voters

Lender Configuration - States and Verticals

complete

Jillian Gaskins

EGIA to configure states and verticals in the Property view with lender configuration.

October 5, 2022

Erin Fuchs

marked this post as

complete

Erin Fuchs

marked this post as

planned

Jillian Gaskins

Notes on Verticals:
Solar: GS only, Not FTL
Water conservation (Landscaping/hardscaping, pools):
FTL does not do pools
Matthew to Negotiate: above ground <15K
FTL does landscaping/hardscaping <15K
FTL might do portable spas <15K
Energy Efficiency (Generators, roofing, windows, siding, basements):
FTL does generators <35K (ex. model/serial number, 1) improve home value 2) critical need)
FTL does siding, windows <15K
Matthew to Negotiate: <20/25K
FTL does roofing with indemnification <35K

Jillian Gaskins

We no not need to add "are you the homeowner," but we need to ask the type of project to know which lender is open to approving the project

Jillian Gaskins

Before Soft Credit Pull: We need to take in account the states and verticals that FTL & Microf does not cover (so they do not get a pre-approval that will lead to a decline)