There are four basic steps to qualifying a homeowner and completing a new sale.
Homeowner information is input (via your sales portal API, or via palmetto.finance)
Qualifying via credit check
Homeowner Web Portal Account Invite + Contract Docusign are sent
Documents signed & stipulations cleared
1. Ensure system details are input into the account.
This is required in order to generate a quote
First year production and system size are required
2. Click +QUOTE
Note: Only one quote can be active at any given time. This can be identified by an ACTIVE status
3. Select Escalator and Pricing
First, select your escalator
Then, select your per-unit pricing and SAVE to continue
4. 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
5. 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.
6. 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!"
7. Homeowner clears stipulations
Stipulations are cleared fastest when the homeowner completes them via their account. Steps can be found here.
