Open Start Application and either scan the homeowner's driver's license plus your contractor quote, or enter the details manually. The assistant pre-fills identity, contact, and project fields before the soft credit check.

Most HVAC applications are approved instantly after the soft pull. Instant approval pauses only when more documentation is needed, required docs were not provided, or the file is routed into Under Review instead of Instant Decisioning.

Review is triggered when income cannot be verified from stated income alone, pay stubs are missing, or equipment documentation (such as an AHRI certificate) was not uploaded. Add the requested files under Documents and the decision typically clears within 1 business day.

When you scan the contractor quote, the assistant reads system size and line items and routes the job to SolPower Lease & Loan or another eligible program. Confirm kW and installer license on the Review Details step before running the soft credit check.

Yes — keep both on the same scanned quote or invoice so Intelligent Routing treats them as one project. Instant approval still applies unless extra docs are requested or the file is sent to Under Review.

Missing installer license, incomplete soft-cost breakdowns, or interconnection paperwork that was required but not uploaded will move the file out of Instant Decisioning and into review or Action Required until those documents are supplied.

After the soft credit check, Instant Decisioning approves most applications right away. A file only leaves that path when more documentation is needed, required documentation was not provided, or underwriting routes it into Under Review.

You can e-sign closing docs in the assistant or return to the dashboard. Instant approvals appear in the pipeline as Approved; review or Action Required items stay there until the missing documents are uploaded.

Open the application under Documents and add whatever was requested — typically pay stubs, equipment certificates, or project paperwork that was missing at intake. Once those files are in, the review clears and the application can move back to Approved.