How To Create A Lease Opportunity Online
Jerad Flickner
51 steps
4 minutes
Docusign
Skylightlending
1
Log into Skylight Lending portal via <https://installer.skylightlending.com/login>
2
Navigate to "All Leases" Page
3
Click "Create Opportunity"
4
Click the "Project Address" field.
5
Enter Customer Address
6
Click pre-populated address
7
Click "Primary residence"
8
Click "Continue"
9
Ensure red pin is located over correct home
10
Verify Property - Be sure to chose property that states "Type: SFR" for single family residence.
11
If contact does not match current owner, click "Or add a new contact"
12
Enter new contact along with Email Addres and Phone number, Confirm contact is title holder, Click "Save & Continue"
13
Click "Complete the Pre-Qualification On-Screen" or "Send Prequalification Email".
You may only use Pre-Qualification On-Screen if customer is physically in person and available to manually enter their Date of Birth and SSN as well as acknowledge all Terms and Conditions and personally click "Submit" consenting to credit pull.\ \ If customer is not physically with you to complete the above, you must use "Send Prequalification Mail"
14
Enter customer Date of Birth and SSN
15
Select Direct Ownership or Trust Ownership
16
Verify Customer lives at project address
17
Enter Annual Income
18
Select Employment Type
19
Agree to Terms of Service, Privacy Policy, and Electronic Communication Policy, Click Submit
20
Confirm applicant information is correct, Click "Continue"
21
If Pre-Qualification is Approved, click "Continue"
22
Click "Add Quote information" to create quote
23
Click Dropdown for Current Utility Rate
24
Refer to Guide on Determining Current Utility Rate on how to calculate utility rate. Select Utility Rate.
25
Choose Rate Escalator
Please note on Step 26 below - the Est 1st Year Solar Production cannot exceed 110% the customers previous 12 months of usage. System designs exceeding this amount will require a change order to fall within guidelines.
26
Enter System Size (in kW) and Est. 1st Year production. This information is determine using your approved solar design software. Click Calculate.
27
Max Solar Rate/EPC payout along with Customer Payment will generate.
28
To choose a different Solar Rate, click "Solar Rate". Using $.20 as an example:\ 0% escalator can be priced at 15% above current utility rate ($.20 x 1.15 = $0.23)\ .99% and 1.99% need to show immediate savings (under $.20)\ 2.99% must be priced at least 15% under current utility rate ($.20 X .85 = $0.17max)
29
30
Select quote customer to move forward with.
31
Enter Utility Company, Electrical Meter info (if available), Pre and Post solar bill amount
32
Click "Choose a panel"
33
Choose a Domestic Content Module Manufacturer
34
Choose a Module Series of any percentage Domestic Content
35
Enter Module Wattage
36
Choose Domestic Content Inverter Manufacturer
37
Select Domestic Content Inverter Series
38
Choose Domestic Content Racking Manufacturer. *Please Note* all racking components must be Domestic Content (Rail, Mid/End Clamps, Splice, and MLPE Mounts) Use of TBolts does not qualify for Domestic Content, MLPE mounts must be used,
39
Choose Domestic Content Racking Series
40
If your company has an Agreement Number for project, enter here.
41
Date Signed and Estimated Installation date are optional
42
Click "Save and continue"
43
Click "Select Quote"
44
Click "Send Lease Application Email"
45
Customer will receive email to complete create login and complete application and sign contract.
46
Customer to complete all steps prior to Lease Documents generating via Docusign
47
Customer will complete signatures via Docusign
48
Customer will enter information for ACH payment
49
If customer authorizes ACH debits, they will authorize by selecting section 7
50
If customer does not authorizes ACH debits, they will authorize by selecting section 8. Please ensure customer only selects one option.
51
After customer signs and initials entire document, Click "Finish"
How To Create A Lease Opportunity Online
Jerad Flickner
51 steps
4 minutes
Docusign
Skylightlending
1
Log into Skylight Lending portal via <https://installer.skylightlending.com/login>
2
Navigate to "All Leases" Page
3
Click "Create Opportunity"
4
Click the "Project Address" field.
5
Enter Customer Address
6
Click pre-populated address
7
Click "Primary residence"
8
Click "Continue"
9
Ensure red pin is located over correct home
10
Verify Property - Be sure to chose property that states "Type: SFR" for single family residence.
11
If contact does not match current owner, click "Or add a new contact"
12
Enter new contact along with Email Addres and Phone number, Confirm contact is title holder, Click "Save & Continue"
13
Click "Complete the Pre-Qualification On-Screen" or "Send Prequalification Email".
You may only use Pre-Qualification On-Screen if customer is physically in person and available to manually enter their Date of Birth and SSN as well as acknowledge all Terms and Conditions and personally click "Submit" consenting to credit pull.\ \ If customer is not physically with you to complete the above, you must use "Send Prequalification Mail"
14
Enter customer Date of Birth and SSN
15
Select Direct Ownership or Trust Ownership
16
Verify Customer lives at project address
17
Enter Annual Income
18
Select Employment Type
19
Agree to Terms of Service, Privacy Policy, and Electronic Communication Policy, Click Submit
20
Confirm applicant information is correct, Click "Continue"
21
If Pre-Qualification is Approved, click "Continue"
22
Click "Add Quote information" to create quote
23
Click Dropdown for Current Utility Rate
24
Refer to Guide on Determining Current Utility Rate on how to calculate utility rate. Select Utility Rate.
25
Choose Rate Escalator
Please note on Step 26 below - the Est 1st Year Solar Production cannot exceed 110% the customers previous 12 months of usage. System designs exceeding this amount will require a change order to fall within guidelines.
26
Enter System Size (in kW) and Est. 1st Year production. This information is determine using your approved solar design software. Click Calculate.
27
Max Solar Rate/EPC payout along with Customer Payment will generate.
28
To choose a different Solar Rate, click "Solar Rate". Using $.20 as an example:\ 0% escalator can be priced at 15% above current utility rate ($.20 x 1.15 = $0.23)\ .99% and 1.99% need to show immediate savings (under $.20)\ 2.99% must be priced at least 15% under current utility rate ($.20 X .85 = $0.17max)
29
30
Select quote customer to move forward with.
31
Enter Utility Company, Electrical Meter info (if available), Pre and Post solar bill amount
32
Click "Choose a panel"
33
Choose a Domestic Content Module Manufacturer
34
Choose a Module Series of any percentage Domestic Content
35
Enter Module Wattage
36
Choose Domestic Content Inverter Manufacturer
37
Select Domestic Content Inverter Series
38
Choose Domestic Content Racking Manufacturer. *Please Note* all racking components must be Domestic Content (Rail, Mid/End Clamps, Splice, and MLPE Mounts) Use of TBolts does not qualify for Domestic Content, MLPE mounts must be used,
39
Choose Domestic Content Racking Series
40
If your company has an Agreement Number for project, enter here.
41
Date Signed and Estimated Installation date are optional
42
Click "Save and continue"
43
Click "Select Quote"
44
Click "Send Lease Application Email"
45
Customer will receive email to complete create login and complete application and sign contract.
46
Customer to complete all steps prior to Lease Documents generating via Docusign
47
Customer will complete signatures via Docusign
48
Customer will enter information for ACH payment
49
If customer authorizes ACH debits, they will authorize by selecting section 7
50
If customer does not authorizes ACH debits, they will authorize by selecting section 8. Please ensure customer only selects one option.
51
After customer signs and initials entire document, Click "Finish"
