Submission Checklist

Step 1:

Things you should check before submitting a project

☐ Verify home owner name


☐ Upload utility bill


☐ Verify name on financing documents


☐ Run credit check


☐ Home improvement contract signed


☐ Verify the price 


Financing secured


☐ Complete a verification call


☐ Disclosure Signed (if applicable)


Other things to check

* Note: A project should not be submitted through Freedom Forever Lightspeed Portal until above steps are complete.  Submitting a deal without doing the steps needed will result in a not clean deal.

☐ Sign the sales rep agreement


☐ Site Survey Scheduled

Step 2

Ask the homeowner for a referral

Ask for a Referral

Suggestions

Step 3

Review your pipeline

☐ Check your submitted project before 24 hours has passed

Next Training Section: Verification Calls