Step-by-Step: Add Homeowner to Sunnova Portal, Credit Check, & Contract Signing – Palmetto

Use this process to add homeowners to your Sunnova portal, run credit, and sign documents

The below step by step guide represents a helpful reference guide for closing Sunnova deals. Members also have access to an interactive video course, which provides a deeper video guided tour through the process.

Members have access to this course and more, and can login to Palmetto Academy with their same login credentials.

Step	Details
1	Create Lead in Alchemy and Request a Manual Design
2	Once the design is completed, open Sunnova by clicking here
3	Log into Sunnova using your Sunnova credentials
4	Click New Leads

Step	Details
5	Begin manually transferring details from Alchemy to Sunnova Click Add Contact/ Site Info and click save:
6	Click Select Utility Enter Utility Info
7	Input Energy Usage details Select Residential as the current and proposed rate plan Maximum Utility Escalation as 2.9% (Note: Palmetto does not work with utilities who have a higher escalation rate) Save and Continue

8	Click System Designs
9	Choose Build System and Array
10	Begin Entering System Summary Details from Alchemy to Sunnova (Reference Table A below)
11	To Add another Array click Add Array, if applicable, and repeat input steps

Table A: Inputs for System Summary Details
A	Module	Hanwha QCell G6 4000W
B	Inverter	Solaredge SE 12345 (See Table B below for sizing)
C	Racking	Quickmount
D	Monitoring	SolarEdge >> SolarEdge SE MTR 240
E	Storage	N/A
F	Other	SolarEdge OptimizerP320
G	Solar Availability	Find in Designer Notes in Alchemy
H	Tilt/Azimuth	Find in Solar System Array(s) in Alchemy

Table B: Inverter Sizing Reference Chart, for System Summary Details
Use This Inverter...	For Systems Up to This Size:
SolarEdge SE3800H-US	Up to 5.17 kW DC
SolarEdge SE5000H-US	6.8 kW DC
SolarEdge SE6000H-US	8.16 kW DC
SolarEdge SE7600H-US	10.34 kW DC
SolarEdge SE10000H-US	13.6 kW DC
SolarEdge SE11400H-US	15.5 kW DC
2x SolarEdge SE6000H-US	16.3 kW DC
1x SolarEdge SE6000H-US + 1x SolarEdge SE7600H-US	18.5 kW DC
2x SolarEdge SE7600H-US	20.68 kW DC
1x SolarEdge SE7600H-US + 1x SolarEdge SE10000H-U	23.95 kW DC

Step	Detail
1	Input system Pricing: Select Product Type, Lease, PPA, etc
2	Input pricing Method (Note: Solar Rate calculation is a helpful way to calculate, as Sunnova requires year 1 savings on all jobs. For example, a utility with $0.12c/kWh could be priced at $0.10c/kWh)
3	Select Escalator (Maximum: 2.9%)

4	Add to Save

Step	Detail
5	Execute title verification: Confirm contact on title (homeowner must be on title to go solar).
6	Verify-- you will see an immediate verification result of the homeowner on title. - Note: if the customer is not listed on title by Sunnova's portal, a recorded deed copy is likely to be requested in order to clear title.

Step	Detail
7	Execute Credit Check: Be sure the homeowners email is entered
8	You can either run credit check or email the credit check to the homeowner

Step	Detail
9	Configure contacts: Click Review & Sign Contract

Step	Detail
1	Create a proxy/placeholder proposal and navigate to the document collection center This will bypass the Alchemy credit check by creating a proxy/placeholder proposal.
2	Build a proposal at any price ($12345 works) and select financing type: "Sunnova". This will generate a proxy/placeholder proposal and allow you to proceed directly to the documentation center.
3	Click PLACE ORDER.
4	Click DOCUMENTATION to proceed to the document management center.

Step	Detail
5	Get all docs in the Action Required Section Completed E-signature Documents: Docs the homeowner needs to sign Documents Uploads: Docs you need to collect and upload Note: A Palmetto HIC (Installation Contract) is not required on Sunnova deals.
6	Reference your market's CRC checklist via help.palmetto.com if necessary for guidance.