Submission Checklist
Step 1:
Things you should check before submitting a project
☐ Verify home owner name
Verify the person signing is the homeowner
Verify the full name of the home owner
Verify the name used on the title of the home
Use the same full legal name across all documents
☐ Upload utility bill
Upload full utility bill to Freedom Lightspeed portal
Ask if the name on the Utility bill is their full legal name or nickname
Verify usage in software matches uploaded utility bill
☐ Verify name on financing documents
Double check the legal full name is used on financing documents
Double check spelling of the name
e.g. Aurora (Cash & Loan), EnFin, Goodleap, Sunnova, Sunrun, or EverBright
☐ Run credit check
In Aurora you have to manually run the credit check
Help with credit locks
☐ Home improvement contract signed
This is the homeowners agreement with Freedom Forever
This is done in Freedom Forever Lightspeed portal
Make sure the same full legal name is used
Double check that the name is spelled correctly
☐ Verify the price
Double check price on loan docs vs installation agreement match
☐ Financing secured
Credit Approved
Documents Signed (by person who passed credit)
Individual(s) with approved credit sign documents
Name matches Freedom contract signer
If conditionally approved, all stipulations cleared
☐ Complete a verification call
Also known as a welcome call Learn More
☐ Disclosure Signed (if applicable)
☐ Other things to check
Homeowners association steps (if applicable)
Filled out the Homeowners Insurance (HOI) [many markets]
Interconnection docs signed by utility bill holder (if available)
* 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
This is the rep agreement not home owner
This is found in Freedom Lightspeed portal
☐ Site Survey Scheduled
Done through Freedom Lightspeed portal
Step 2:
Ask the homeowner for a referral
☐ Ask for a Referral
Suggestions
Mention and ask if they have anyone they know
Offer incentives
Give a card or information
Step 3:
Review your pipeline
☐ Check your submitted project before 24 hours has passed
You can see the sales actions that are needed in the Freedom Forever Lightspeed Portal.
You have time to resolve issues that will help you get a clean deal.
Clean deals improve realization rate and save you money if using Freedom Advantage