Sign Documents
Convert an Aurora proposal to a project in Lightspeed.
Rep signs clicks "Sign Freedom Contract"
Rep signs and clicks finish to sign the reps part of the agreement.
Under tasks you can see that the Sales Rep has signed document and now the homeowner needs to sign their documents.
This video does a walkthrough of the homeowner portion of the document signing process. The homeowner will receive an email to sign the documents.
Length: 2:39
Updates After the Video Was Created
Integrated Finance Documents - March 2024
Mosaic Loan Documents are now part of the convert to a project DocuSign workflow.
Once a loan application is approved in Aurora, the loan docs will automatically be added to the sequence of documents sent to the customer’s email.
New vs old process.
Loan documents are now generated in the DocuSign Workflow
Walkthrough & Live Demonstration
Loan Signing Changes - July 2023
It is now even easier for borrowers to save money with Mosaic by signing up for autopay in the new and improved signing and autopay enrollment experience. Through this improved experience, borrowers can experience the following benefits:
Saves money in the long run! Borrowers can experience interest savings over the life of their loan
Convenience! When borrowers set up autopay, they do not have to remember to pay their bill each month
Builds or maintains a borrower's credit score! Autopay is a way to establish a positive credit history that could improve a borrower's credit score and avoids late payments
New Adder for Customers that Don't Choose Automatic Payments:
If your customer does not sign up for automatic payments for solar loan your project will include a new adder
See the Adder Sheet for up-to-date costs. Mosaic ACH opt-out - $300.00 - Charged on all Mosaic projects that do not opt-in to ACH by the time Freedom's Final Audit task is completed. This stated price was valid in July 2023.
See demo video on how to setup ACH