There are several steps to complete a new sale.
Homeowner information is input (via palmetto.finance)
System details are added by sales representative
Create a quote
Send terms and conditions via email (customer acceptance is required) & run credit (optional)
Homeowner Web Portal Account Invite + Contract Docusign are sent
Documents signed & stipulations cleared
1. Create a customer account within Palmetto.finance
Enter customer, sales representative and utility details and hit submit.
This is required in order to generate a quote on the next page.
2. Add/Edit System Details. Complete all fields and then hit Save.
3. Click +QUOTE to create a quote.
Note: Only one quote can be active at any given time. This can be identified by an ACTIVE status
Select Escalator and Pricing
First, select your escalator
Then, select your per-unit pricing and SAVE to continue
4. Sending Terms and Conditions.
Double check homeowner email for accuracy
Send Terms and conditions to Homeowner's email by clicking on Send Terms
Allow homeowner to review and accept the terms and conditions; should be in their inbox.
*Optional Step: Run Credit Check (Satisfies Terms and Conditions Step)
Credit check is an M2 requirement, and thus will not block NTP, but credit can be ran during the NTP stage.
SSN or ITIN may be ran in order to complete credit check (Full SSN is required)
Double check homeowner email for accuracy
Allow homeowner to review and affirm the disclosure
Run a credit check or send the credit application to the homeowner
Maximum credit check rate limit of 6 on all accounts
Running a credit check for an applicant on a new homes sale will complete the terms and conditions step.
5. When ready, SEND the Contract
Contracts are sent to the homeowner's email via docusign by clicking on the Send button within the Contracts section
Docusign subject (may vary): "Power Purchase Agreement - XYState"
6. Simultaneously, the homeowner is sent an ACCOUNT/APP Login Prompt via Email
All homeowners must create an account in order to clear stipulations. They will receive an email invite to activate their Palmetto account
Email Subject Line: "Welcome to LightReach!"
All future log ins can be completed in the Homeowner portal: https://home.palmetto.com/.
Their account is accessible via web browser, mobile browser, or mobile app
Customers can sign the contract within their Palmetto account (home.palmetto.com) as well as complete all M0/NTP tasks
7. Homeowner clears stipulations
Stipulations are cleared fastest when the homeowner completes them via their account. Steps can be found here.
Terms & Conditions Rejected by Customer
Terms & Conditions must be accepted by the customer for the contract to be sent out (system will not allow you to proceed).
In the event the customer rejects the T&C's you can resend in the finance portal by clicking on "Send Terms":
