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PR: Completing NTP (M0) Requirements

How to complete all sales requirements to achieve NTP.

Maurizio - PLR Product Ops avatar
Written by Maurizio - PLR Product Ops
Updated over a month ago

The Puerto Rico Main Line program follows the same general NTP (Notice to Proceed) process as the DOE Solar Access Program, with key differences in qualifying criteria and sales requirements. These are:

  • No “Terms & Conditions” form required

  • Title verification is required

  • Credit check is required:

    • Minimum 700 FICO Credit Score (highest score: TransUnion / Equifax)

    • No bankruptcies in the last 7 years

  • ReCheck verification is mandatory for all sales representatives

For a full summary of all program differences, please review the Puerto Rico Overview Article
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Standard NTP Requirements

The fastest path to NTP is through the homeowner's web portal account. The web portal invite are sent simultaneously with the contract via Email (accessible via web browser or via app download). Homeowner portal link: home.palmetto.com

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Details

Web Portal Account Sign Up

  • Homeowners will complete all NTP requirements via their home.palmetto.com account (accessible via web browser or via app download).

  • Sign Up invitation sent at same time as contract

  • Email Subject Line: "Welcome to LightReach! Activate your financing"

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ID

All homeowners must complete identity verification. The homeowner web portal is the secure option to upload the ID for auto verification

  • Driver's license or other state issued ID card

  • Passport or passport card

  • Resident permit ID or green card

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Title*

Unique to the Puerto Rico LightReach Energy Plan

All homeowners must complete title verification. Most accounts will auto verify, but if necessary, homeowner may be prompted to upload title verification documents through their web portal.

Acceptable documents:

  • Original deed or deed of trust

  • Most recent tax property bill

  • Mortgage statement less than 60 days old

For Properties owned in a Trust/LLC:

  • Applicant must be a trustee/controlling member/owner.

  • Trust documents (or other official documentation) must be submitted confirming trustee/controlling member status

ACH

All homeowners must complete ACH. The homeowner web portal is the secure option to upload the banking information

  • Key in routing and account number

  • Instant verification on majority of accounts

  • Voided check verification, if necessary, on minority of accounts

  • Voided check must be from a formal bank and be associated with the applicant or property.

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Contract

The LightReach contract is sent to the homeowners email via DocuSign

  • Alternate signing option: Homeowners can sign the contract within their home.palmetto.com account

  • DocuSign Email Subject Line:

    • "Power Purchase Agreement - XYZState" or

    • "LightReach Lease Agreement - XYZState"

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Clear Facts Disclosure

A simple, non-invasive order summary.

Homeowner 'checks' key details of their Energy Plan and 'signs off' on their order details. This feature helps recap key order details and reinforces the sale. Completed in a matter of seconds.

  • After completion, a copy is emailed to the customer

  • Market-specific variations may apply

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Sales Rep Recheck Verification

Recheck verification required for all sales reps.

  • All sales reps must verify at recheck.co/signup

  • Sales rep will be sent an email automatically at point of sale, prompting them to login to Recheck.

  • Login is required only once - Recheck verification is saved for all future sales thereafter.

See our Recheck article for details on the requirement

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