Sunny vs. outsourced deal review: people on another team, or an AI employee that checks every file in minutes
By Mass AI · Reviewed
This page compares a way of working, not a company. Where the answer changes from one team to the next, the table says so.
Outsourced deal review means paying an outside back office or offshore team to check sold deals against a checklist you give them, and it gives you people for judgment and phone work without hiring. Sunny is Mass AI's AI deal review employee that checks each sold deal against your requirements in under 5 minutes per deal, texts the rep for what is missing, and brings your ops team only the calls that need a person. Pick an outside team if you want people doing many back office jobs at once, and pick Sunny if the main problem is deals waiting for review and reps who need chasing.
Side by side
Every Mass AI comparison page uses the same capability names. Where a feature has a different name or does not match one to one, the notes say so.
| Capability | Sunny | An outsourced team | Notes |
|---|---|---|---|
| Sold deal review | Yes. Reads each sold deal's documents and photos against a minimum intake list plus your own rules, including whether homeowner, property, system and financial details match. | Yes. Outside staff check files against the checklist you give them. | |
| Rep follow up on missing items | Yes. Looks in your connected systems first, then texts the rep for the one thing it needs and keeps after it until the deal is fixed. | Depends on the provider. | |
| Ops approval and handoff | Yes. Ops approves the exact package before it goes out, then Sunny sends it and checks that it arrived. | Depends on the provider. | |
| Homeowner messages | Only after the rep approves the exact recipient, message, purpose and project. | Depends on the provider. | |
| Lead response and booking | No. Sunny starts after the deal is sold. | Depends on the provider. | |
| Design, proposals and contracts | No. Sunny checks the designs, proposals and contracts made in your other tools. | Depends on the provider. | Some outside teams also do design or permit work. Ask what each one covers. |
| Financing | No. Sunny checks that signed finance documents are in the deal, unless a source confirms a cash deal. | Depends on the provider. | |
| Project tracking after handoff | No. Sunny's job ends when ops approves the handoff and the package arrives. | Depends on the provider. | |
| How reps use it | Reps text Sunny from iMessage or SMS. No login. Ops uses the project view. | Depends on the provider. | |
| Works in your existing software | Works inside your sales and design software. Each rep has their own computer that Sunny uses the way the rep would. Which tools it connects to is confirmed during setup. | Depends on the access you give them. | |
| Memory of how your company works | Yes. Remembers how your company works. The second deal goes faster than the first. | Depends on the provider and how often its staff change. | |
| Built for residential solar | Yes. Built only for residential solar installers and EPCs. | Depends on the provider. | |
| Time per deal review | Under 5 minutes per deal. | Unknown. Ask each provider how long one deal takes, including time zone gaps. | |
| Pricing | Not published. Pricing for Sunny is negotiated per EPC. | Unknown. Ask each provider. | |
| Setup | Mass AI learns your review rules, connects your tools, and runs Sunny on real deals with your team before anyone relies on it. | Train the outside team on your rules and give them access to your systems. |
Where outsourced deal review is stronger
- People can make judgment calls and handle deals that do not fit a checklist.
- People can call lenders, utilities and homeowners and talk a problem through.
- One provider may cover several back office jobs, such as design or permit work, along with review.
- You can add capacity without hiring and training your own staff.
- It can work with almost any software, since people use the logins you give them.
Where Sunny is stronger
- Sunny reviews a deal in under 5 minutes per deal, so a file does not wait for the next shift or a free reviewer.
- Sunny checks every deal against the same minimum intake list plus your rules, every time, including whether homeowner, property, system and financial details match across documents.
- Sunny texts your rep for the one thing it needs and keeps after it until the deal is fixed.
- Sunny remembers how your company works, so later reviews get faster.
Who should pick outsourced deal review
Built for: Installers and EPCs that want more review capacity from an outside team instead of hiring.
- You want people, not software, and you need them to cover several back office jobs at once.
- Many of your deals need phone calls with lenders, utilities or homeowners.
- Your volume swings a lot and you want to add or cut people without hiring.
- You already have an outside team that knows your rules and turns files around fast enough.
Who should pick Sunny
Built for: residential solar installers and EPCs whose sold deals stall before install because files are missing things or do not match.
- Deals wait for review, and every hour of waiting slows survey, permit and install.
- Your ops team still ends up chasing reps after the outside team flags a problem.
- You want every deal checked against your own rules the same way, every time.
- You want ops to approve every package before it moves on, with Sunny checking that it arrived.
Some teams could pair the two: Sunny checks each deal and chases the rep, and outside staff handle the phone work and other back office jobs.
Where each option sits
A 2x2 of the options on these pages, placed only where our sources back the place.
- Sunny, under 5 minutes per deal. Reads every document and photo in the sold deal against your rules, texts the rep until it is fixed, and hands ops a package to approve.
- An in-house review team, 3 hours to 4 days per deal by Mass AI's estimate. People read the whole file, chase the rep and own the handoff, at the speed your staffing allows.
- Enerflo. Checks that required items such as a utility bill and signed loan docs are in, shows reps what to fix, sends reminders, and controls when a deal goes to ops. Whether it reads each document to check that details match is unknown, so it sits nearer the middle.
- Wave Sales, not plotted. Its public pages do not describe sold deal review. It answers and books leads.
- Viktor, not plotted. A general AI employee. Its public pages do not describe solar deal review.
- Construct, not plotted. A platform for building your own agents. Its public page does not describe solar deal review.
- Outsourced deal review, not plotted. Where it sits depends on the provider.
Places come from the sourced rows on each comparison page for sold deal review, rep follow up and ops handoff. Checked November 4, 2026.
Questions buyers ask
Is Sunny the same as an offshore review team?
No. Sunny is AI, so it reviews a deal in under 5 minutes per deal, and it brings the hard calls to your ops team instead of deciding them.
When is an outside team the better choice?
When you want people for many back office jobs at once, or many deals need phone calls a text cannot solve. Ask each provider how fast they turn around one deal.
What should I ask an outsourced review provider?
Ask how long one deal takes, how they reach your reps, and who approves the handoff. Also ask how they keep your rules up to date when staff change.
How is Sunny priced?
Pricing for Sunny is negotiated per EPC. Outside review prices differ by provider.
Sources and corrections
Last updated: November 4, 2026.
Sunny facts come from Mass AI's own product. See Sunny and other comparisons.
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