Intake Form | Solar Connection

Agent Name*

First Last

Agent Phone*

Agent Email

Intake Form - Property Owner(s)

First & Last Name*

First Last

Mobile Number*

Phone Number*

Email*

Is their a Co-Owner?*

Yes
No

First & Last Name (Co-Owner)

First Last

Mobile Number (Co-Owner)

Phone Number (Co-Owner)

Email (Co-Owner)

Property Details

Address*

Street Address City ZIP Code

Property Type*

Condition of your roof*

What kind of roof do you have?*

Electric Bills & Usage

Current Utility Provider*

Meter Number

Account Number

Estimated Monthly Electric Bill*

Are you participating in any electric company energy subsidy or discount program ?*

Yes
No

If Yes Specify Program

Financing Options

Financing Source*

Owners have own financing or cash
Owners would like to look at financing options

Estimated Property Value $

1st Mortgage

2nd Mortgage

How's your credit? (Applicant 1)*

Great 720+
Good 680-719
Fair 650-679
Poor

Have you filed for Bankruptcy in the past 3 years? (Applicant 1)*

Have you been delinquent on your property taxes in the last 12 months? (Applicant 1)*

How's your credit? (Applicant 2)*

Great 720+
Good 680-719
Fair 650-679
Poor

Have you filed for Bankruptcy in the past 3 years? (Applicant 2)*

Would you consider refinancing your home loan , if it offered the best terms & payments to purchase solar?*

Yes
No

Is property commercial or industrial?*

Yes
No

If property is commercial or industrial, please list owners name above. If contact should be made first with property manager, please add name & phone here:

Schedule Your Phone Consultation

What time would you like to schedule a no-obligation phone consultation to review your solar project including cost estimates and financing options?

Date*

File Upload (Optional)

Drop files here or

Upload the required documents only. (file extensions allowed:jpg,gif,png and pdf.)

Time*

: HH

MM

Terms*

I have shown the savings presentation to my client in order to complete consultation *

Fill the SSA Form Below

SSA Form

Intake Form - Property Owner(s)

Property Details

Electric Bills & Usage

Financing Options

Schedule Your Phone Consultation

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