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) | - Name matches the loan exactly - Includes NM disclosure |
C | Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 2 months) is required. - Utility API connection acceptable, if available for the utility |
D | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the client, if the client answers "no HOA" 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 |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | HIC (Installation Agreement) | E-signature | System Owner(s) | Includes NM disclosure. |
B | Utility Bill --or-- Utility API Connection | Upload | N/A | - All pages required. A recent copy (within 3 months) is required. - Utility API connection acceptable, if available for the utility |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against the client, if the client answers "no HOA" 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 |