Project Summary
System size, equipment brand/model, inverter details, installation address, and estimated production figures.
A complete, legally compliant Finance Solar Application speeds underwriting, reduces follow-ups, and documents consent for credit checks and tax/incentive assignments. Properly executed electronic versions meet ESIGN (15 U.S.C. ch. 96) and state UETA standards when intent, consent, attribution, and retention are demonstrable, and they simplify audit trails for lenders and installers.
Typical participants who prepare, submit, or review the Finance Solar Application depend on role and industry.
Clear role assignment reduces signature errors and speeds downstream tasks like underwriting, permitting, and incentive filing.
System size, equipment brand/model, inverter details, installation address, and estimated production figures.
Total system cost, down payment, requested financed amount, tax credit allocation, and expected incentives.
Full legal name, contact details, date of birth, Social Security number or Tax ID, and employment data.
Explicit consent for credit checks, site access, assignment of incentives, and data sharing with partners.
Requested loan term, interest type, estimated monthly payment, and prepayment provisions.
Signature blocks for all obligated parties, date fields, and witness/notary fields if required.
| Field | Configuration |
|---|---|
| Required Fields | Mark name, TIN, project address, and loan amount as required. |
| Conditional Fields | Show incentive allocation fields only if incentives are selected. |
| Attachment Rules | Require ID and utility bill PDFs before submission. |
| Signer Order | Set borrower then installer then lender for sequential approval. |
Choose distribution channels that preserve signatures, audit trails, and attachments during transit.
Submit before incentive program cutoff dates to preserve eligibility.
Retain records needed for tax reporting; IRS generally requires three years.
Expect lender pre-approval within 3–10 business days for standard cases.
File permits after conditional approval to avoid scheduling delays.
Coordinate final inspection and interconnection to secure final incentives.
Document received and validated for completeness by intake team.
Credit checks and underwriting review determine conditional approval.
Permits filed and installation scheduled after approval.
Loan documents executed, funds disbursed, and installation begins.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies | Varies | Varies | Varies |
| Bulk Send | Yes (Premium) | Yes | Yes | Yes | Yes |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |
| Envelope Cap | No cap | 100 envelopes/user/yr | Varies | Varies | Varies |