Installing Dealer OPS FUNding

• Site Survey Completed Date 

• Design Started Date 

• Design Completed Date 

• Permit Submitted Date 

• Permit Approved / Received Date 

• Install Scheduled Date 

• Install Completed Date

• Inspection Scheduled Date

• Monitoring Site ID

• Monitoring Full Access Granted to Seamless (monitoring@seamlessenergy.com)

• System Commissioned & Verified Functional

• Stamped / Approved Planset 

• Permit Package

• Utility pre-approval

• Final Inspection Passed Date

• Permission to Operate Requested Date

• Permission to Operate Granted Date

• System Activated / Verified Operational

• Signed final inspection card or portal screenshot showing "Passed" / "Finaled" / "Completed" status

• Permission to Operate Documentation (screenshot or letter from utility confirming approval)

NTP should be granted, and the following fields must be completed:

• Install Schedule Date

• Install Completed

Additional for roofing projects:

• Permit Submitted Date

• Permit Approved Date

• Tear-Off Schedule Date

• Tear-Off Completion Date

• Installation photos

Additional for roofing projects:

• Approved Permit

• Tear off photos

1. Loan Documents signed by Borrower and Co-Borrower, as applicable. 

2. Project Info

   • To be entered in SubHub under "GoodLeap Financed Projects" 

3. Verify Loan Details: 

   • To be completed by SolarQuote. Please email projectmanagement@seamlessenergy.com 

4. HIC Upload 

   • To be submitted in SubHub under "GoodLeap Financed Projects" 

5. Welcome Call 

   • Borrower will receive link to complete Welcome Call directly from GoodLeap. this link is sent at the time of Agreement Signing. 

1. 1. Agreement Documents signed by Homeowner

   2. Work Order: 

      • To be completed by Seamless. Please email projectmanagement@seamlessenergy.com 

   3. Project Verification  Survey 

      • Customer will receive link to complete Welcome Call directly from GoodLeap. this link is sent at the time of Agreement Signing. 

   4. Utility Bill

      • Will be uploaded at time of sale in the proposal in SubHub. 

NTP (M0) Requirements Include:

1. Initial account/system details

2. Underwriting documents

3. Signed contract & completed customer task

• Completing NTP (M0) Requirements

1. Install Contract(s): HIC 

   • To be uploaded by Seamless. Please email projectmanagement@seamlessenergy.com 

2. Loan Agreement: Sent by Sunlight to customer for signature

• Approved customer qualification  

• Signed Loan Packet submitted by homeowner via DocuSign 

• Successfully completed Digital Terms of Agreement (DTA)

• Payment Method Collection by homeowner - ACH info via email or calling Support to opt out

• System size + cost, including HVAC portion (if applicable, not to exceed 45% of loan total) ***only applicable for Solar+ Loans

• Home Improvement Contract (HIC) and all additional improvement invoices uploaded to Concert Portal 

For Battery only projects, the warranty (manufacturer or third party warranty) needs to be listed on the HIC to help prevent the need for additional outreach.

• Approved customer qualification  

• Signed and completed Homeowner packet

  1. • • Prepaid Energy Agreement

       • Installation Agreement

       • Loan Note

       • Disclosure form if in CA

• Successfully completed Digital Terms of Agreement (DTA)

• Payment Method Collection by homeowner - ACH info via email or calling Support to opt out

• Upload latest utility bill

• Greentech Branch - to be completed by Seamless. Please email projectmanagement@seamlessenergy.com 

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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) 

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 

• Install Completed Date (will be entered in Subcontractor Hub under "GoodLeap Financed Projects")

• Installation Verification Case

  • Documentation required:

    • • As-Built Plan Set - documentation must include:

        • • Property Address

          • Site Plan

          • Single Line Diagram

          • Bill of materials showing all equipment installed with count of equipment installed.

      • Photos of EACH Installed Inverter

        • Photos of EACH Installed Inverter or Combiner Box

          • For Enphase inverters, provide a clear image of the installed Enphase Combiner

          • For Tesla PW3, provide a clear image of the installed PW3

      • Photos of EACH Installed Battery with components (max: 10)

        • Photo of Installed/Mounted Battery with Battery Components and Balance of Systems

          • Photos of EACH Installed Battery

          • BESS Balance of Systems

Note: Not required if no battery is installed.

• • • • Photos of EACH Array (max: 10)

Note: All information provided must match the project details in Origin.

1. Contractor Admin to sign "Conditional Release of Claims" 

   • • To be completed by SolarQuote. Please email projectmanagement@seamlessenergy.com 

2. Installation Photos: 

   • • Inverter Placard

     • Installed Inverter 

     • Module Placard

     • Point of Interconnection 

     • CTs 

     • Array(s) 

     • Optimizer or Micro with serial number clearly readable

3. Documentation 

   • • Initial Permit provided by AHJ 

     • As Buit Planset 

     • Packing slip / Invoice for Equipment (Including Mounting) 

       • Can be requested from directpay@seamlessenergy.com 

4. System Production Pre-Check *(recommended to be completed at NTP)

   • • Design of panels on roof (can be a screenshot of proposal design in SubHub, or screenshot of planset page with panel design) 

Installation (M1) Requirements Include:

1. Site Qualifying Review

2. Administrative uploads

3. Design Package Documents

4. Install Photo Documents

5. Monitoring Portal Access

   • Full system activation is required at M1 Submission

     • This requires the entire system to be installed and turned on to complete commissioning

       • Any site that is pending interconnection due to MPU, Backup Switch, Meter Collar, etc. will be allowed to proceed without access.

   • Direct Portal access for the PV System (and Battery if present) is REQUIRED at time of M1 Submission. - KB Article

     • This requires partners to set up Palmetto LightReach as partners in the platform that you are using - KB Article

       • Also to configure some of the settings identified in this article.

     • Key Steps

       • Ensure full activation and provide monitoring access

       • Designate Palmetto as system owner

       • Submit the monitoring ID

       • Make sure to "Save”

   • Frequently asked questions:

     • What does Monitoring Portal Access capture??

       • Providing the monitoring site ID, sharing direct portal access & maintainer permissions to LightReach is required at M1.

     • Is maintainer Access Required for M1 Approval?

       • Only Enphase systems missing Maintainer permissions will result in a rejection. (Look for updates on this topic in the near future)

6. Expected Inspection & PTO dates will become a M1 requirement starting 5/15/25

• Install (M1) Checklist: https://help.palmetto.finance/en/articles/9718783-installation-m1-checklist

• Install (M1) Photo Documentation: https://help.palmetto.finance/en/articles/8306274-install-m1-photo-documentation

1. Final Designs

Final Design Requirement

All deals must include an approved final design document including:

• Project Address

• Make/model of inverter and module

• System layout

• System size

Proof of Permit Requirement

All deals must include one of the following:

• Authority Having Jurisdiction (AHJ) stamp on the final design (not to be confused with an engineering stamp)

• A copy of the permit

2. Installation Photos

• Register the inverter via monitoring portal & grant full access to monitoring@sunlightfinancial.com.

• Upload the following photos:

  • • • Photo(s) showing each full array on the roof & all installed panels including compass & tilt meter

      • Photo(s) showing all equipment (Pull back, 10 ft. view) - generators, inverters (or photo of envoy/combiner for microinverters), AC disconnects, utility meter, & production meter (if applicable) with placards visible

      • Photo(s) showing POI (point of interconnection) to the main service panel or utility meter

      • Photo(s) showing inverter nameplate (or photo of envoy/combiner for microinverters) with visible serial number

      • External photo(s) showing utility meter, placard, & full meter number

      • Photo(s) showing battery, critical load panel, & EV charger, if applicable

3. Select and submit equipment 

4. Enter Annual Production 

• Upload corresponding inverter info and documentation

• Please refer to the inverter mfg. listed in Table of Contents

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)

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 

• PTO Granted Date (will be entered in Subcontractor Hub under "GoodLeap Financed Projects")

• PTO Verification Case - documentation required:

  • • • Proof of Interconnection (PTO Letter)

      • Registration and System Setup in Inverter Portal

  • Proof of Interconnection - documentation required:

    • • PTO letter

        • • Subject property address

          • Interconnection date

          • Letter or email was issued by the utility

If your utility does not provide a PTO letter, please provide:

• • • • • • Photo of bi-directional meter, or

          • Photo (or screenshot) of homeowner's utility portal showing net metering.

  • Registration and System Setup in Inverter Portal

    • • Enter the Monitoring ID

      • Upload a screenshot from the inverter monitoring software portal that includes:

        • • Subject property address

          • The site ID

1. Contractor Admin to sign "Final Release of Claims" 

a. To be completed by SolarQuote. Please email projectmanagement@solarquote.com 

2. System Activation Validation 

a. Registration and System set up in Inverter Portal 

i. Enter the Monitoring ID found on the inverter (Ex. Solaredge: Site ID; Enphase: System ID)

ii. Please ensure ownership of this site is assigned to monitoring@goodleap.com. Failure to make GoodLeap the owner will result in the case being returned to you and cause delays.

iii. Please upload a screenshot (or take a photo of your screen) from the inverter monitoring software portal. We need to see:

• Subject property address

• The site Id

Please also ensure that the site has been created, the equipment is mapped appropriately in the software, you've assigned ownership of the site to monitoring@goodleap.com, and the inverter(s) are active with no alerts.

Failure to assign GoodLeap as the owner will result in the case being rejected and funding getting unnecessarily delayed.

3. Proof of Interconnection

Please upload a copy of the PTO letter. We need to clearly see:

• Subject property address

• Interconnection date

• Letter or email was issued by the utility

If your utility does not provide a PTO letter, please provide:

• Photo of bi-directional meter or

• Photo (or screenshot) of homeowner's utility portal showing net metering

4. Final Inspection Permit

Please provide us with a copy of the inspection permit for this project. We need to clearly see:

• Subject property address

• Final inspection date

• Indicator inspection has passed

5. Interconnection Application/Agreement

a. The Interconnection Application or Agreement is the document submitted to the utility to request interconnection to the grid.

b. In order to receive permission to operate from the utility this application/agreement must be completed and executed by the respective parties, and then submitted to the utility for review.

Activation (M2) Requirements Include:

1. Monitoring Portal Access (will become a M1 requirement on 5/15)

2. PTO Documentation

3. Incentive Documents (If Applicable)

4. Extended Warranty Documentation (If applicable)

• Monitoring Portal Access (M2): https://help.palmetto.finance/en/articles/8306383-monitoring-portal-access-m2

• Incentive Deliverables: https://help.palmetto.finance/en/articles/9085138-incentive-deliverables-m2-milestone

• M2 Site Improvement Photos (if applicable): https://help.palmetto.finance/en/articles/10012401-m2-site-improvement-photos-if-applicable

• Permission to Operate: https://help.palmetto.finance/en/articles/8383543-permission-to-operate

The customer must confirm before you may submit for PTO.  

Required Documentation: Approval Letter

• Must include: Utility communication showing system commissioned & PTO achieved. Acceptable documents include: 

1) PTO letter of approval; 

2) Email stating meter set, commissioned, interconnected, or finalized; or 

3) PDF of recent bill indicating credit for solar. Note that customer address should be included. 

• Certify Final Completion in the Concert Portal

• Upload corresponding inverter info and documentation

• Please refer to the inverter mfg. listed in Table of Contents

• PTO Approval Letter

  • • • If the Utility for a project does not provide PTO letters, we will require proof of inspection.

• Certify Final Completion in the Concert Portal

• Upload corresponding inverter info and documentation

• Please refer to the inverter mfg. listed in Table of Contents

• Finaled/Signed inspection card (required for Propel program)

• PTO Approval Letter

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 

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