Sales Rep Information

What is your ETHICAL ENERGY EMAIL? *

When was this deal CLOSED? *

Was this closed IN-PERSON or VIRTUAL? *

Which TEAM do you belong to? *

Did someone ride along with you? If you are a new rep (first 60 days) please put the name of the person that rode along with you.

Customer Information

What is the CUSTOMER'S EMAIL? (It should match the email in Enerflo) *

What is the PRIMARY Lead Source? *

Referral Information

What is the NAME of the REFERRER? *

What is the PHONE NUMBER of the REFERRER? *

Deal Information

What is the DEAL TYPE? *

What is the SYSTEM SIZE kW? (i.e - enter 12.3 for a 12,300 watt system) *

What is the BASE PPW? (i.e - enter 3.3 for $3.30) *

Which EPC is for this deal? *

Which LENDER is for this deal? *

Does this deal include a roof? *

Yes

Sungage - Additional Information

Did the client complete the WELCOME CALL? *

Did the client SET UP ACH? *

Did you UPLOAD a UTILITY BILL OR LOAD CALC (if less than 12 months) in Enerflo? *

GoodLeap - Additional Information

Did the client SIGN the LOAN DOCUMENTS? *

Did the client SET UP ACH? *

Did you UPLOAD a UTILITY BILL OR LOAD CALC (if less than 12 months) in Enerflo? *

Sunnova - Additional Information

Did the client COMPLETE THE SUNNOVA AGREEMENT? *

Did the client COMPLETE THE ONLINE or TELEPHONE VERIFICATION? *

Did the client SET UP ACH? *

Did you UPLOAD a UTILITY BILL OR LOAD CALC (if less than 12 months) in Enerflo? *

Cash - Additional Information

Did you UPLOAD a UTILITY BILL OR LOAD CALC (if less than 12 months) in Enerflo? *

Additional Information

Does the customer have an HOA? *

Customer HOA - Additional Information

What is the NAME of the HOA?

What is the CONTACT NAME used in the HOA?

What is the CONTACT NUMBER used in the HOA?

Great job!
Go and submit the deal!