There are four basic steps to qualifying a homeowner and completing a new sale.
Homeowner and system information is input (via palmetto.finance)
Qualifying via credit check
Homeowner Web Portal Account Invite + Contract Docusign are sent
Documents signed & stipulations cleared
All homeowners must create an account in order to clear stipulations
Qualification
The Qualification milestone lays the groundwork for a successful project. They cover the basic customer and system details. Accuracy at this stage prevent delays later in the process.
Requirements Include:
Customer information
System design details
Completed quote
Credit check
Click Here for a step-by-step for running credit & sending contracts via our finance portal.
Click Here for a step-by-step for running credit & sending contracts via our finance portal.
1. Create the customers account
2. Ensure Customer and Property Info is correct
3. Go to the System Design tab and enter the system details
4. Ensure the System Design details and pricing are accurate + Click Save & Get Pricing
It is important that you accurately complete the Accessories section. Only those accessories included in the System Design will be covered by the Palmetto Comfort Plan Warranties. Your Homeowner may not receive all the benefits of the Comfort Plan if you do not complete the Accessories
Adding Accessories to a system is now done via Yes/No checkboxes to explicitly include or exclude each category of accessory when designing a system to meet your homeowner's comfort needs.
As a Sales Rep, you will be required to fill out each row as Yes or No before completing each System Design.
Note that you can increment the quantity for each category of accessory.
For Zoning, the Quantity field indicates total number of zones.
5. Run Credit: Click "+ Application" and submit application
Last 4 digits of SSN required, full social recommended for best results. Some applications may not return a result without full social.
Note that ITINs are not accepted in place of social and may result in an error.
Double check homeowner email for accuracy
Allow homeowner to review and affirm the disclosure
Run a credit check or send the credit application to the homeowner
Maximum credit check rate limit of 6 on all accounts
*Credit applications can be emailed to the customer directly.
6. When ready, SEND the Contract
Contracts are sent to the homeowner's email via docusign
Docusign subject (may vary): "Power Purchase Agreement - XYState"
Alternate signing option: Homeowners can sign the contract within their online account.
7. Simultaneously, the homeowner is sent an ACCOUNT/APP Login Prompt via Email
All homeowners must create an account in order to clear stipulations
Homeowner portal link: https://home.palmetto.com/.
Account is accessible via web browser, mobile browser, or mobile app
Instant Account Setup via Email Invite. Subject Line: "Welcome to LightReach!"
8. Homeowner clears stipulations
Stipulations are cleared fastest when the homeowner completes them via their account. Steps can be found here.
Notice to Proceed
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.
Click here for NTP Requirements
Click here for 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
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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:
For Properties owned in a Trust/LLC:
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Customer Account Sign Up | Homeowner accepts their home.palmetto.com web portal account invitation, where they can complete all requirements.
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Contract | The LightReach contract is sent to the homeowners email via DocuSign
Click for Visual
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Clear Facts Disclosure (Agreement Confirmation) | 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.
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Customer Payment Method | All homeowners must complete ACH. The homeowner web portal is the secure option to upload the banking information
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Sales Rep Recheck Verification | Recheck verification required for all sales reps.
Click for Visual
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