• Sunlight Financial Partner Application

  • Thank you for taking the time to complete Sunlight Financial's enrollment form. Please be aware that in order to complete this form you will need to upload multiple documents including:

    • Financial Statements
    • Proof of Insurance
    • Customer Contract
    • Customer Proposal
    • Design Drawings

    The information provided by Applicant as part of this Application will be treated as “Confidential Information”

  • Business Information 

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  • Equity Holders:

  • Excluding business licenses, please provide the licenses needed to operate in the individual states listed above (contractor license, electrical license, etc.). Please be aware, Sunlight will not fund loans for installers in states where acceptable licensing is not provided.

  • SOLAR EXPERIENCE AND PRACTICES

  • Subcontractors and Sales Organizations:

  • Please provide the name of subcontractors that complete 20% of your annual residential installations.

  • Please provide the name of sales organizations that sell over 20% of your annual residential installations.

  •  EQUIPMENT 

  • Please see the Approved Vendor List for Sunlight Financial below. If you would like to request approval for equipment not on this list, please list and attach a spec sheet. Please note, all model numbers are approved for the following brands.

    Modules:

    Au Optronics, BP, Boviet, BYD, Candian Solar, CentroSolar, CertainTeed, Delsolar, ET Solar, Hanwha, Heliene, Hyundai, ITEK, JA Solar, Jinko, Kyocera Solar, LG Electronics, Mission Solar Energy, Mitsibishi Electronic, Motech, Panasonic, REC Solar, ReneSola, Samsung, Sharp, Silevo, Silfab, Silicon Energy, SolarWorld, SunPower, Suntech, Trina, Yingli.

    Inverters:

    ABB, Delta, Enphase, Fronius, Schneider, SMA, SolarEdge

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  • System Monitoring Software:

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  • MATERIAL TRADE INFORMATION

  • Please provide two material trade references (e.g. equipment distributors, panel vendors, etc.). Please note that CED Greentech is not an eligible material trade reference.

  • REQUIRED ATTACHMENTS

  • Financial Statements:

    1. 2017 YE: Balance Sheet, Income Statement

    2. 2018 Q3: Balance Sheet, Income Statement

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  • Proof of Insurance:

    1. General Liability

    2. Worker's Compensation

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  • Customer Proposal:

    Sunlight requires the following items in our partner's proposals to ensure that customers receive fair sales practices and understand the structure of Sunlight Financial's loan product.

    1. Regulation-Z Disclosure

    This disclosure is designed for the customer to understand the structure of Sunlight Financial's loan products. The disclosure should be in the same font as any body language. The language is as follows:

    "The first monthly payment on the loan is due approximately 60 days after installation. The calculation of the monthly payments for the first 18 months following installation (which includes the first 17 payments) (the “Initial Period”) assumes that you will pay down the loan during the Initial Period by 30%. If you make aggregate principal payments in such amount during the Initial Period, your monthly payments following the Initial Period will remain the same as during the Initial Period. If during the Initial Period you elect to pay principal in an amount that is less than 30% of your loan amount, your monthly payment beginning upon conclusion of the Initial Period and throughout the rest of the term of the Loan will be increased to amortize the full principal loan balance (which would be greater than the originally assumed amount) over a period which is effectively 18 months shorter. Conversely, if you pay down greater than 30% of the principal balance during the Initial Period, your monthly payments following the conclusion of the Initial Period will be reduced to reflect the payment of a lesser principal balance than originally assumed for the balance of the term. Please carefully review the details of your loan, including the payment amounts, provided in your loan agreement."

    2. Tax Disclosure

    As the purchaser and owner of a solar photovoltaic system, you may qualify for certain federal, state, local or other rebates, tax credits or incentives (collectively, "Incentives"). If you have any questions as to whether and when you qualify for any Incentives and the amount of such Incentives, please consult and discuss with your personal tax or financial advisor. Sunlight and [Installer] make no representation, warranty or guaranty as to the availability or amount of such incentives.

    3. Maximum utility rate escalator of 4%

    Sunlight requires this escalator maximum in order to avoid over-promising customers on future savings. The figure is based on thorough research of historical escalator trends. If your company believes there is sound evidence around higher escalator rates in your geographic area, please share with your Business Development contact.

    4. Breakdown of total system cost

    This breakdown should include any incentives the customer will receive, such as national or state incentives.

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  • Customer Contract:

    Sunlight Financial will check for the following items in our partner's customer contract in order to comply with Federal Regulation and ensure customer satisfaction:

    1. Financing Information

    The Customer Contract should indicate that the customer's system will be financed.

    2. Five Year Workmanship Warranty

    Roof leak language must be included in the Workmanship Warranty. The roof leak language must guarantee that the installer will fix any damage resulting from penetrations made when installing the system. Please do not include radius restrictions.

    4. Two Pages of Cancellation

    Federal Regulation requires that two pages of cancellation be attached to the customer contract. This regulation can be found here.

    5. Three Day Right of Rescission Language

    Federal Regulation requires that Right of Rescission language be in close proximity to the signature line of the contract. Please note that the language must be 10pt font and in bold. The Federal Regulation can be found here. The language is as follows:

    "You, the buyer, may cancel this transaction at any time prior to midnight of the third business day after the date of this transaction. See the attached notice of cancellation form for an explanation of this right."

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  • Design Drawings:

    Please attach design drawings of an installed system.

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  • TERMS AND CONDITIONS

  • Signature Statement

    By signing below, Applicant hereby represents, acknowledges, agrees, authorizes and confirms the following:

    1. The Applicant authorizes Sunlight Financial LLC (SLF) to contact and speak to its trade references.

    2. If Applicant is a legal entity, the undersigned is executing this Application as an authorized officer of Applicant.

    3. Applicant has reviewed all provisions of this Application and all information provided herein, including the Tax ID number, is true and complete.

    4. This application is subject to approval by SLF.

    5. SLF or its agents, may retain possession of this Application, rely on the information and statements herein, check and verify Applicant’s credit history and employment history, secure follow up credit reports, and exchange information about Applicant and this account with creditors, credit bureaus, and other proper persons.

    6. Applicant’s bank and any other listed references may release and/or verify information to SLF at any time.

    7. Upon approval of this Application by SLF, Applicant will be required to accept all of the terms and conditions of the Master Financing Agreement with SLF (and any operating guides which may be issued by SLF from time to time) in order to submit a transaction to SLF for processing. Applicant releases SLF from any liability for rejecting a transaction submitted for processing prior to Applicant’s signature.

    W-9 Certification

    Under penalties of perjury, I certify that:

    1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to issue to me), and

    2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding, and

    3. I am a U.S. person (including a U.S. resident alien)

  • Please carefully read the Signature Statement above prior to signing this Application, since your signature below will bind you. Each of the undersigned hereby certifies that he/she has read the Signature Statement above, that the statements therein are true and correct, and that he/she is authorized by the applicant to sign this application and to bind the applicant, by his/her signature below, to all of the terms and conditions herein. The Internal Revenue Service does not require your consent to any provision of this document other than the certifications required to avoid backup withholding.

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