New Deals- Documents Upload
Use for ALL newly written deals.
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Water Tech
* Required
YOUR Name
Jason Roberts
TBD
Name of Primary Owner
* Required
BOTH First & Last (example: Joseph Smith)
Co-Owner First Name (Leave Blank if Single Purchaser)
ONLY First Name (example: Mary)
Co-Owner Last Name
ONLY Last Name (example: Smith)
UPLOAD- Paper Credit App. (ONLY IF Declined/Pending by ISPC)
NO PAPER CREDIT APP. IS REQUIRED IF APPROVED BY ISPC
UPLOAD- Purchase Order (ONLY when you did NOT use esign)
DO NOT UPLOAD IF IT WAS SIGNED DIGITALLY
UPLOAD- I.D., Ownership, & Income Docs
* Required
Don't Forget Docs for BOTH Owners + ALL Income Sources
UPLOAD- Installation Request Form
* Required
Make Sure Date & Time Are Confirmed & Correct + Is It Signed?
UPLOAD- Promos Form + 30 Day Assurance + What To Expect
* Required
Be Sure To Include BOTH Sides of Documents w/ Customer Initials.
Soaps Included?
* Required
NO
YES- P & G
YES- LSP
UPLOAD- Soaps Order Form (IF Applicable)
Did you sign? Did they? All scents/substitutions chosen?
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