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New Deal Intake Submission
Deal Details
Select a contact, verify the homeowner information, and submit the deal package.
Contact
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Homeowner Information
First Name
Last Name
Street Address
City
State
Zip
Email
Phone Number
Update Contact
Submission
Date Closed
Rep
Division
PV
HES
Current Close %
New Close %
Site Survey Notes
Schedule at least 2 days out.
Completed
Contract
Yes
No
ACH
Yes
No
N/A
Financing
PPA
Loan / Prepaid
Cash
Experience Pledge
Yes
No
Welcome Call
Yes
No
N/A
Utility Bill
Verify the Utility Bill
Upload Utility Bill
No file selected
Add up to 5 utility bill pages.
Submit Deal Intake
