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Sherpa Prepared-Sherpa

Application Pending
homeowner
  • If the covenant has not already been prepared
    • View Covenant Information
      • Output the Covenant information (button at bottom of form create a Word document)
    • Share Word document with legal to create the covenant contract
    • Upload the completed covenant contract as a PDF via the WPC portal
      • Add to Circle: {wpFormsEntryID} Homeowner
      • Upload with a description {wpFormsEntryID} Sherpa Unsigned Covenant
    • Update the property status to Sherpa Signed (the next step). Status Update Form
    • Notify the homeowner(s) that the contract is ready for them to sign