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Comfort Plan: Completing NTP Requirements

This article details the NTP requirements for our Comfort Plan Program. Achieving NTP signals that all initial point of sale requirements are completed.

Standard NTP Requirements

Notice to Proceed (NTP) is synonymous with a fully signed & executed order. It is LightReach's signal to the contractor that the contract package is fully executed, and the Installer has the go ahead to proceed with installation.

The fastest path to NTP is through the homeowner's web portal account. The web portal invite is sent simultaneously with the contract, via Email (accessible via web browser or via app download). Homeowner portal link: home.palmetto.com

Disclaimer: The LightReach underwriting team is not permitted to receive documents via SMS/chat for security and compliance reasons

Click here for a walkthrough video for completing the NTP requirements

Item

Requirement

ID

All homeowners must complete identity verification. The homeowner web portal (home.palmetto.com) is the secure option to upload the ID for auto verification

  • Driver's license or other state issued ID card

  • Passport or passport card

  • Resident permit ID or green card

Click for Visual

Title

All homeowners must complete title verification. Most accounts will auto verify but if necessary, homeowner may be prompted to upload title verification documents through their home.palmetto.com web portal.

Acceptable documents:

  • Original deed or deed of trust

  • Most recent tax property bill

  • Mortgage statement less than 60 days old

For Properties owned in a Trust/LLC:

  • Applicant must be a trustee/controlling member/owner.

  • Trust documents (or other official documentation) must be submitted confirming trustee/controlling member status.

Click for Visual

Click here to check our full Eligible Sites article

Customer Account

Sign Up

Homeowner accepts their home.palmetto.com web portal account invitation, where they can complete all requirements.

  • Accessible via web browser or via app download).

  • Sign Up invitation sent at same time as contract

  • Email Subject Line: "Welcome to LightReach! Activate your financing"

Click for Visual

Contract

The Palmetto contract is sent to the homeowners email via DocuSign

  • Alternate signing option: Homeowners can sign the contract within their home.palmetto.com account

  • DocuSign Email Subject Line (may vary slightly by state):

    • "Signature Required - Equipment Lease Agreement"

Click for Visual

Clear Facts Disclosure

A simple, non-invasive order summary.

Homeowner 'checks' key details of their Energy Plan and 'signs off' on their order details. This feature helps recap key order details and reinforces the sale. Completed in a matter of seconds.

  • After completion, a copy is emailed to the customer

  • Market-specific variations may apply

Click for Visual

Customer Payment Method

All homeowners must complete ACH setup. The homeowner web portal is the secure option to upload the banking information

  • Key in routing and account number

  • Instant verification on majority of accounts

  • Voided check verification, if necessary, on minority of account

  • Voided check must be from a formal bank and be associated with the applicant or property. It must display the account name, account number, and routing number.

Click for visual

A

Deeds: Warranty & Quit Claim?

Generally, most deed types are acceptable, so long as they identify the homeowner as having ownership over the designated installation property in the documents.
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LR reserves the right to reject any deed types that fall outside of this scope.

B

Cash, Checks, Credit Card accepted?

No, cash, checks or Credit Card payments are not supported for payment setup. ACH is the only payment setup option at this time, PLR may offer to expand payment options in the future.

C

Sign Up vs Log In

SIGN UP: Customers are sent a unique sign up invitation at point of sale via Email. Single click to complete sign up.

LOGIN: Once the customer has completed their sign up, they can login anytime at home.palmetto.com using their email. OTP (One time passcodes) are used for sign ins. No traditional password setup necessary.

Click for visual

E

Does the customer get a copy of the Clear Facts Disclosure after they sign?

Yes, a copy is emailed to the customer once they have completed the task.

F

Can the customer use the same email for multiple projects?

Customers can have one email per unique property address. This ensures customers can monitor each individual system with an individual login.

  • House A - Email A

  • House B - Email B

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