For inquiries on unique documentation situations, or to send additional documents, please contact us via email: [email protected]
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 | At least one of either the primary or secondary on the contracts must also be on the utility bill.
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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 |
Customers will be invoiced electronically. Full cash process here.
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 | At least one of either the primary or secondary on the contracts must also be on the utility 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 |
Doc. | Document Name | Doc. Type | Who Signs? | Notes |
A | Contract Signatures | E-signature | System Owner(s) | Follow financier guidelines (client on the title, legal name used, etc) |
B | Utility Bill--or--Utility API Connection | Upload | N/A | At least one of either the primary or secondary on the contracts must also be on the utility 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 | Financier Validation Call | Validation Call | System Owner | Required at point of sale by all TPO (lease) providers. |
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 |