EnFin

A project is approved to proceed to installation once the signed Home Improvement Contract (HIC) is reviewed and approved by EnFin, and any additional stipulations (such as Title or Income Verification) are resolved. Loan projects require accurate and matching documentation prior to scheduling installation.  

• EnFin review – 1-3 business days 

Required Documents

1.  Signed Home Improvement Contract (HIC):

a. Homeowner Name on HIC needs to match Application 

b. Contract Price on HIC needs to match Application 

c. If it’s a battery project, it must be listed on the HIC and the project type selected on the Application must include battery 

d. System Size on HIC needs to match Application 

e. If 30-year option is selected, Qcells panels must be listed on HIC 

2. Income Verification (if applicable): 

a. Recent pay stubs (last 30 days) 

b. Most recent W-2 or 1099 (ONLY ACCEPTED until March 31st of every year, we want to be able to verify continued employment)

c. Tax Return or Social Security/Pension Statement (ALL pages must be signed on Tax Return by the Homeowner) 

3. Title Verification (if applicable):

a. Warranty Deed 

b. Property Tax Bill 

c. Title Insurance 

d. Escrow Docs or Mortgage Statement 

e. Declaration of Trust (if applicable – all pages would need to be notarized) 

Applies only to Loan dealers enrolled in the Direct-to-Pay program. 

Once Greentech Renewables receives the job at NTP, major equipment orders can be placed. Greentech invoices EnFin directly for payment processing. Project then moves to 'Ready for M2'.   

• Review time dependent on when Greentech sends the final invoice to EnFin through integration. 

Required Steps

1. Execute loan documents with homeowners and EnFin

2. Order panels, inverters, racking, and other materials through Greentech

3. Include Financer Name & Lender Loan ID in order details

4. Notify Greentech once order is complete to proceed with disbursement

5. Go into Partner Portal and make sure under disbursement to check the box which states this invoice has been sent over to Greentech rep

Project is ready for inspection, all components must be installed and validated via photo upload. 

• EnFin review – 1-3 business days 

Required Documents 

1. M2 Photo Checklist

a. House Number 

b. Installed Panels and/or Installed Battery 

i. For projects with battery, one “stand back” photo of entire wall showing battery installed and one “close up” photo of the battery installed): house number, panels installed, workmanship quality, nameplate shots, etc. 

c. Workmanship

i. Shows panels neat and clean. 

d. Solar Panel Nameplate 

i. Clearly shows brand and model 

ii. If Qcells panel, the serial number must be captured clearly 

iii. Powerplay Ultra & Q. Tron AC Modules 

• We need two pictures for PI to get credit 

• 1 of bump on back of panel 

• 1 of the serial number 

2. Customer confirmation of installation (if PI is on enhanced confirmations calls)

The project passed final inspection, and the utility granted Permission to Operate (PTO). 

• EnFin review – 1-3 business days

Required Documents

1. PTO Letter: From utility, must show customer address and PTO date 

OR 

2. 7+ Days Monitoring Screenshot showing system production and address

Battery only PTO: 

• For battery only projects, we require monitoring portal screenshot with battery information and system showing active production, along with Homeowners address

• For battery only loans, any existing system needs to be paid off unless it’s an EnFin system, which at that point would have had to reach PTO 

A project is approved by EnFin to move forward with the EnFin TPO Product. Once all TPO requirements are met and the necessary documentation is uploaded to the Partner Portal by the Partner Installer and approved by EnFin, the project advances to the Work Order Sent stage.

• EnFin review – 3 business days 

Required Documents

1. Signed Homeowner Agreement 

a. All signatures obtained 

b. Project scope matches EnFin records 

2. Proposal 

a. A copy of the customer’s Proposal – Generated in EnFin-approved proposal tool 

b. Materials 

i. Modules – Make, Model, Count 

ii. Inverter – Make, Model, Count

iii. Battery – Make, Model, Count 

c. Pre-Solar Rate in Proposal must match the customer’s utility bill rate plan and/or be EnFin approved rate 

d. Offset / Historical Consumption must match utility bill

e. All project characteristics must meet EnFin Design Standard requirements 

i. Utility escalation, System Size, PPA Rate, etc. 

3. Utility Bill (UB) 

a. Full Utility Bill (all pages) 

i. Recent Utility Bill: Statement date within 12 months of contract signed month 

ii. At least one full month of historical usage data 

iii. Service address matches installation address in TPO contract

iv. Account Number / Service Agreement ID 

A project is approved to proceed to installation once all required documentation is uploaded to the Partner Portal by the Partner Installer and approved by EnFin. Projects are eligible to be reviewed for NTP once all previous milestones are approved and all NTP specific documents are uploaded to the Partner Portal.

• EnFin review – 3 business days 

Required Documents

1.  Final Design Package -- the package of information submitted to the Authority Having Jurisdiction, including but not limited to, site plan, wiring schematic, equipment specification sheets, and structural design information

a.   Customer Address matches EnFin’s records

b. Must be prepared by a qualified PE and provide engineering stamp or engineering letter (structural), and racking design documentation in accordance with AHJ and/or incentive program requirements, as applicable.

c.   Layout in Final Design Package must match the layout in final proposal and shade report 

2. Proposal

a.   A revised proposal if changes were made post M0 Approval

3. Shade Report 

a.   Layout must match the layout in final proposal 

b.   Must be generated by EnFin approved proposal-generating tool

4. Additional Market Documents

a.   Illinois:  

i. IL Shines Disclosure signed prior to TPO Agreement

ii. ComEd: Signed Battery Disclosure for PV+Battery projects 

This stage applies only to TPO dealers enrolled in the Direct-to-Pay program. When TPO dealers submit a Purchase Order to Greentech Renewables, Greentech Renewables will issue an invoice to EnFin, which will handle the payment process. Once the payment is completed, the project will move to the next stage (‘Ready for M2’).

An installation is considered in completion once it is ready for the Final Inspection by the related permitting jurisdiction. All system components must be installed. M2 cannot be approved until all previous milestones are complete.

• EnFin review – 3 business days 

Please upload the following documents to the Disbursements Tab in the Partner Portal 

Required Documents 

1. Enter Equipment Information 

a. Confirm or update the system attributes and submit the Equipment Information form in Partner Portal  

i. If material or layout changes are made, please update the design in Aurora to verify if a change order is required prior to submitting for M2. 

2. Installation Photos 

a. Please see EnFin Design Standard and Installation Photo List in the Partner Portal Resources  

3. Approved Permit (Building / Electrical) 

a. Approved Permit must include customer identifying information (Name / Installation Site Address) 

b. Permit must include accurate scope of work 

c. If no permit is required by AHJ, please upload supporting documentation 

4. As Built / Change Orders:

a. Revised Design Package, Proposal, and Shade Report 

The project passed the final inspection by the related permitting jurisdiction and the utility issued Permission to Operate the system. 

• EnFin review – 3 business days

Please upload the following documents to the Disbursements Tab in the Partner Portal 

Required Documents

1. Final Inspection Card (FIC)  

a. The file uploaded is the FIC for this account 

i. Please combine with Approved Permit if customer identifying information is not available 

b. Permit number matches the permit on file 

c. Building or electrical field has inspector signature or initials and is dated

2. PTO (Permission-to-Operate) Letter from Utility 

a. Letter must include installation address and PTO date 

3. Fully Executed Interconnection / NEM Agreement (or Application) 

a. Agreement / Application information must match the PTO Letter (Address, Utility ID, etc)

4. Rebate Reservations (if applicable)

a. If project is eligible for rebate program, please provide proof of rebate reservation

5. System Monitoring Site Access and Proof of System Activation

a. The system is commissioned, activated/producing, and communications online. 

i. Please provide screenshot of system production from monitoring site 

b. Monitoring site ownership is transferred to EnFin  

i. Monitoring Site Access Guidelines can be found in the Partner Portal Resources Page.   

6. Inverter Warranty Extension (SolarEdge only) 

a. Extended warranties to 25 years required where applicable. Maximum extended warranty required.

i. SolarEdge extended warranty required