Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Loan Documents | E-signature | System Owner(s) | - Follow financier guidelines (client on the title, legal name used, etc.) - Must be clear of any financier stipulations, if applicable |
B | HIC (Installation Agreement) | E-signature | System Owner(s) | The name matches the loan exactly. |
C | Utility Bill | Upload | N/A | Complete Copy of Energy Bill |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
E | Virtual Site Survey (VSS) Submitted |
|
| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |
F | Utah Income Tax Credit Guide | View Only | n/a | Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) |
|
B | Utility Bill | Upload | N/A | Complete Copy of Energy Bill |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Virtual Site Survey (VSS) Submitted |
|
| - Can be completed by rep or homeowner - Completed in full with clear photos - Click here for a full sales VSS guide |
E | Utah Income Tax Credit Guide | View Only | n/a | Guide drafted by Palmetto outlining the customer steps required to claim the Utah Income Tax Credit |