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SOLO - Clearing Stipulations
Andrew - LR Product Expert avatar
Written by Andrew - LR Product Expert
Updated over a week ago

  1. RECOMMENDED: Via Homeowner's Web Portal

    • Automatic document approval in most instances

  2. ALTERNATIVE: Via manual upload to LightReach portal

    • Requires manual underwriting to approve

  3. NEW OPTION FOR SOLO USERS: Via SOLO portal

    • Requires manual underwriting to approve

For SOLO users, a new option is available to upload stipulation documents directly from the customer's SOLO account. While having the homeowner submit documents via their web portal is still the recommended option (automatic approval in most cases), this new option provides flexibility to SOLO users.

1

After quoting and qualifying the homeowner, view stipulations (if applicable)

2

Upload stipulation documents

3

Contact LightReach Underwriting Support, if necessary, to resolve any rejections.

  • Chat via palmetto.finance portal (login required)

  • Chat via help.palmetto.finance (help center)

  • SMS via 888-531-3327

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