How should a solar team track a financier's stipulations?
Track each stipulation as its own item, kept apart from your company's handoff approval.
For each request, record the exact wording the financier sent, who on your team owns it, what evidence answers it, and the status the financier reports back.
Your ops team approving a package for handoff is your company's decision. Whether the financier accepts the evidence is the financier's decision. Keeping the two on separate lines stops one from being mistaken for the other.
What your company decides
Sunny by Mass AI reviews each sold residential deal against your company's rules in under 5 minutes per deal.
It texts the rep what is missing, and your ops team approves the exact package before handoff.
For teams using Sunny by Mass AI, every company starts from the same minimum intake list. Your own rules add to that list. They cannot remove from it. That list is on solar file checks, and the review before install is on solar deal review.
What the financier decides
A financier sets its own requests and decides whether your evidence satisfies them.
For example, Palmetto's published LightReach docs describe credit results that can come back approved with stipulations, in its getting started guide. They also describe later steps where LightReach approves a signed contract, in its contracts guide, and reviews an install package after installation.
That is one provider's published process. Other financiers can use different requests and steps.
A recommended way to keep them apart
These are recommended practices for your ops team.
- 01
Log each financier request in its exact wording as soon as it arrives.
- 02
Give each request one owner on your team.
- 03
Attach the evidence that answers it.
- 04
Record the financier's own status for that request, separate from your handoff approval.
Questions
Does ops approval of a handoff mean the financier accepted the file?
No. Handoff approval is your company's decision. Acceptance is the financier's decision.
Where does Sunny by Mass AI fit?
Sunny by Mass AI checks each sold deal against your company's rules, texts the rep what is missing and follows up until the file is complete, and your ops team approves the exact package before handoff.