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 --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 clients if they answer "no" on this form. |
E | Interconnection | E-Signature | Utility Bill Holder | Must be signed by a person on UB |
F | Incentive Packet | E-Signature | System Owner |
|
G | Homeowner's Insurance (HOI) | Upload | N/A | - Upload a full copy of HOI - Name on HOI must match the utility holder exactly - Insured Address, Policy #, and Current dates of coverage - If HOI expires in less than 1 month, a new copy is required to move forward - Personal Liability Coverage (or “Family Liability Protection”) of at least $300,000. |
H | 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) |
|
B | 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 |
C | HOA Questionnaire | E-Signature | System Owner | Palmetto is not responsible for HOA recourse against clients if they answer "no" on this form. |
D | Interconnection | E-Signature | Utility Bill Holder | Must be signed by the person on UB |
E | Incentive Packet | E-Signature | System Owner |
|
F | Homeowner's Insurance (HOI) | Upload | N/A | Upload a full copy of HOI - Name on HOI must match the utility holder exactly - Insured Address, Policy #, and Current dates of coverage - If HOI expires in less than 1 month, a new copy is required to move forward - Personal Liability Coverage (or “Family Liability Protection”) of at least $300,000. |
G | 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 |