Next week on, Wednesday, May 6th, at 1 pm EST, (12 pm CST, 11 am CST, 10 am PST) we will be hosting our monthly Sunrun Sales101 Webinar 

In this session, we'll cover the fundamentals of selling with Sunrun. Topics include:

• Training requirements

• Login tips

• Lead creation

• Proposal building

• Customer requirements

• Closing your first deal with Sunrun

You can register for the call at the link below: 

https://sunrun.zoom.us/webinar/register/WN_RqhB5_wWTvO6brqJ3ERDTw

2/1/2026: All Sales Users will need to complete the Welcome Call via Call Pilot

We’re excited to launch a new Verification Call (VC) option this week! The updated process uses Call Pilot and will appear on your ONE checkout page after the Read and Sign documents are completed. The new VC is a quick video survey that works on any device with a front-facing camera.

Key Tips:

• Download the Call Pilot app on the App Store or Google Play.
  App calls upload in under a minute, while browser calls can take up to 15 minutes. The app also saves calls if service is poor. (Computer browser uploads are not delayed.)

• Remote sales: You can copy and send the generated URL for customers to complete on their own. A built-in text/email option is coming soon.

• NY Reps: You must still leave the home during the VC. You may start the call, then hand the device to the customer before exiting. These calls will be audited for compliance.

• If you are prompted to enter an account number, please ignore. This is used by Call Pilot only and the VC URLs will still open without any account numbers provided.

The new VC process features simplified, more customer-friendly questions and account-specific links for a smoother sales experience. We’re confident this tool will streamline your workflow and improve the customer experience. If you have questions after reviewing the materials, please contact Sales Support at (888) 840-7180.

The call-in VC bot will remain available through January to support the transition period.

Best,
Sunrun Affiliate Partner Team

SunRun Approval Requirements

Title, Agreement, Credit: All Names Must Match

If name does not match (nickname used, or last name has changed), please use the Legal Name Change addendum

Utility Bill

■ All pages need to be uploaded

■ Bill within the last 6 months

■ Residential Rate Schedule

■ Usage on Bill needs to match the Usage entered in SunRun

Verification Call

■ Can be completed by Rep or Ops, but customer needs to be on the call and answer all questions

Auto Pay Enrollment OR Deposit Made

■ Rep can enroll with h/o during checkout process for autopay or one time deposit, or Ops/Sales Support can enroll the customer live or over email post sale

■ Deposits are required for Prepaid Customers only

Approved Building Type

■ Please reference to confirm if it is an approved SunRun Building Type

Building Type Sheet 

If additional documents are needed, you can upload them to the "Working Docs" section

Example: If it is a Mobile Home, we will need proof that they own the home and that it is on a permanent foundation (street view photos, google photos, etc.). These can be uploaded to the working Docs Section.