Channel Partner Request Form
Use this form to add a new channel or downstream partner organization.
Note: This Request Form is not used to add users to your account.
Your Information
Tell us about yourself! Enter your contact information so we can let you know when your request is complete!
Requester Name
*
First Name
Last Name
Requester Email
*
Email of the person submitting this form.
Requester Phone Number
*
Please enter a valid phone number.
Channel Manager (Installer) Administrator Email
This is the administrator email of the channel manager account. Only organization administrators may make account update requests. If you are not the organization administrator, please enter their email. This will ensure your request is processed as quickly as possible.
Channel Manager (Installer) Company Name
*
This is the name of the Channel Manager or Installer company, for whom you will be selling products for.
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Let's get more information on your new sales partners!
You can add up to 5 partners on this survey but if you need more, feel free to take the survey again.
New Channel Partner Account Name
*
This is the name of your new channel partner organization as it will appear in EverBright
Address
City
State
Please Select
AL
AK
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Zipcode
Logo
Browse Files
Drag and drop files here
Choose a file
This is the logo that will appear in their organization settings in EverBright. This can be added by your partner later if and when they edit their organization settings.
Cancel
of
Enter the name and email for the admin of the new Channel Partner organization. (Note: If this user email exists in the platform elsewhere, it is not able to be added in addition to this new organization.)
*
First and Last Name
Email
Should your new Channel Partner organization have access to all of your financing products?
*
Yes, share everything downstream
No, I will choose which products they should have access to
Financing products
*
Please list out all of the financing products from your account that your new channel partner will be using. *We can only add products that are currently available in your account. Thanks!
Will your new Channel Partner be using your contract or will they need their own specific contract?
*
Yes, they should be using our contract
No, they will be using their own contract
Please upload your new Channel Partner's contract in a .docx format
*
Browse Files
Drag and drop files here
Choose a file
Keep in mind that any PDF documents or converted .docx files might extend the time of delivery of this request.
Cancel
of
Would you like to add another Channel Partner?
*
Yes
No
New Channel Partner Account Name
*
This is the name of your new channel partner organization as it will appear in EverBright
Address
City
State
Please Select
AL
AK
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Zipcode
Logo
Browse Files
Drag and drop files here
Choose a file
This is the logo that will appear in their organization settings in EverBright. This can be added by your partner later if and when they edit their organization settings.
Cancel
of
Enter the name and email for the admin of the new Channel Partner organization. (Note: If this user email exists in the platform elsewhere, it is not able to be added in addition to this new organization.)
*
First and Last Name
Email
Should your new Channel Partner organization have access to all of your financing products?
*
Yes, share everything downstream
No, I will choose which products they should have access to
Financing products
*
Please list out all of the financing products from your account that your new channel partner will be using. *We can only add products that are currently available in your account. Thanks!
Will your new Channel Partner be using your contract or will they need their own specific contract?
*
Yes, they should be using our contract
No, they will be using their own contract
Please upload your new Channel Partner's contract in a .docx format
*
Browse Files
Drag and drop files here
Choose a file
Keep in mind that any PDF documents or converted .docx files might extend the time of delivery of this request.
Cancel
of
Would you like to add another Channel Partner?
*
Yes
No
New Channel Partner Account Name
*
This is the name of your new channel partner organization as it will appear in EverBright
Address
City
State
Please Select
AL
AK
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Zipcode
Logo
Browse Files
Drag and drop files here
Choose a file
This is the logo that will appear in their organization settings in EverBright. This can be added by your partner later if and when they edit their organization settings.
Cancel
of
Enter the name and email for the admin of the new Channel Partner organization. (Note: If this user email exists in the platform elsewhere, it is not able to be added in addition to this new organization.)
*
First and Last Name
Email
Should your new Channel Partner organization have access to all of your financing products?
*
Yes, share everything downstream
No, I will choose which products they should have access to
Financing products
*
Please list out all of the financing products from your account that your new channel partner will be using. *We can only add products that are currently available in your account. Thanks!
Will your new Channel Partner be using your contract or will they need their own specific contract?
*
Yes, they should be using our contract
No, they will be using their own contract
Please upload your new Channel Partner's contract in a .docx format
*
Browse Files
Drag and drop files here
Choose a file
Keep in mind that any PDF documents or converted .docx files might extend the time of delivery of this request.
Cancel
of
Would you like to add another Channel Partner?
*
Yes
No
New Channel Partner Account Name
*
This is the name of your new channel partner organization as it will appear in EverBright
Address
City
State
Please Select
AL
AK
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Zipcode
Logo
Browse Files
Drag and drop files here
Choose a file
This is the logo that will appear in their organization settings in EverBright. This can be added by your partner later if and when they edit their organization settings.
Cancel
of
Enter the name and email for the admin of the new Channel Partner organization. (Note: If this user email exists in the platform elsewhere, it is not able to be added in addition to this new organization.)
*
First and Last Name
Email
Should your new Channel Partner organization have access to all of your financing products?
*
Yes, share everything downstream
No, I will choose which products they should have access to
Financing products
*
Please list out all of the financing products from your account that your new channel partner will be using. *We can only add products that are currently available in your account. Thanks!
Will your new Channel Partner be using your contract or will they need their own specific contract?
*
Yes, they should be using our contract
No, they will be using their own contract
Please upload your new Channel Partner's contract in a .docx format
*
Browse Files
Drag and drop files here
Choose a file
Keep in mind that any PDF documents or converted .docx files might extend the time of delivery of this request.
Cancel
of
Would you like to add another Channel Partner?
*
Yes
No
New Channel Partner Account Name
*
This is the name of your new channel partner organization as it will appear in EverBright
Address
City
State
Please Select
AL
AK
AR
AZ
CA
CO
CT
DC
DE
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
Zipcode
Logo
Browse Files
Drag and drop files here
Choose a file
This is the logo that will appear in their organization settings in EverBright. This can be added by your partner later if and when they edit their organization settings.
Cancel
of
Enter the name and email for the admin of the new Channel Partner organization. (Note: If this user email exists in the platform elsewhere, it is not able to be added in addition to this new organization.)
*
First and Last Name
Email
Should your new Channel Partner organization have access to all of your financing products?
*
Yes, share everything downstream
No, I will choose which products they should have access to
Financing products
*
Please list out all of the financing products from your account that your new channel partner will be using. *We can only add products that are currently available in your account. Thanks!
Will your new Channel Partner be using your contract or will they need their own specific contract?
*
Yes, they should be using our contract
No, they will be using their own contract
Please upload your new Channel Partner's contract in a .docx format
*
Browse Files
Drag and drop files here
Choose a file
Keep in mind that any PDF documents or converted .docx files might extend the time of delivery of this request.
Cancel
of
Back
Next
Anything else to add?
Please enter in anything you wish to add, that wasn't contained in the questions above.
Submit
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