Clean Deal
Steps to correctly submit a Clean Deal
How to submit a Clean Deal?
This video provides information on how to submit a clean deal for M1/CAP approval and outlines the required documents for different projects based on their finance method.
Video Summary
This video explains the process for submitting a clean deal for M1/CAP approval. It covers the essential documents needed for different types of solar installation projects, organized by their financing method. The goal is to help you prepare a complete submission package that ensures a smooth approval process and avoids delays.
Key Points Covered:
- Understanding M1/CAP approval requirements: Learn what constitutes a "clean deal" and why proper documentation is critical for approval.
- Document checklists by finance method: Different financing options (cash, loan, lease, PPA) require specific documentation sets.
- Common mistakes to avoid: Identifies frequent errors that cause deal rejections or delays in the approval process.
- Submission best practices: Tips for organizing and submitting your documentation efficiently to expedite the approval timeline.
Situations that can delay the payment of the M1
- For Ground Mount the Land Survey is required (Tip, ask the homeowner for this at the time of the sale).
- Code Violation - Requires additional verification.
- Townhomes - Requires additional verification (3 business day)
- COO for a New Roof Work not Completed
- COO for MPU not Completed
- Full Copy in PDF of the Insurance declaration page for T2 projects
- Solar System additions (Must submit existing plans and Utility PTO)
- Consumption audit vs production not passed. This may require a verification.
- Customers 65 years of age or older require a verification call.
- Questions on Extra Adders like Buffers or (Max $3,000)
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Last day to respond or resolve the situations above is Monday before 11:45 AM of the same payment week to be able to receive payment that same week.
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