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Energy Backup: NTP Requirements

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.

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.

Site Eligibility details

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 LightReach 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):

    • "LightReach Lease Agreement - XYZState"

Click for Visual

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.

  • After completion, a copy is emailed to the customer

Click for Visual

Customer Payment Method

All homeowners must complete ACH setup. The homeowner web portal powered by Plaid is the secure option to connect and verify banking information.

Click for visual

  • Direct Login — Most Common
    Search for the customer’s bank and connect through their online banking login.

  • Manual Match
    If the bank isn’t listed, select “Manual Match” and enter the routing and account numbers.

  • Microdeposit Verification — Last Resort
    For unsupported banks, Plaid will send a $0.01 microdeposit with a verification code. The customer enters their bank details, locates the code on their bank statement, and enters it in the portal to complete setup.

Sales Rep Recheck Verification

Recheck verification is required for all sales reps selling Energy Backup products.

  • All sales reps must obtain an ID at recheck.co/signup

  • Sales rep will be sent an email automatically at point of sale, prompting them to login to Recheck.

  • Login is required only once - Recheck verification is saved for all future sales thereafter.

Click for Visual

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