In this video, I walk you through the Milestone 2 documentation process after your equipment installation. I cover the necessary documents you'll need to upload, including the Homeowner Approval Form and photos of the installed equipment. It's crucial to notify the lender once you've submitted everything, as they will review and approve your request. Please make sure to follow the checklist provided to ensure you have all required items.
Articles in this section
- Installer Portal - Opportunity Creation Flow
- Installer Portal - PreQualification Flow
- Installer Portal - Loan Application Flow
- Installer Portal - Quote Generation Process (LEASES)
- Installer Portal - Navigating the NTP Document Stage (LOANS)
- Installer Portal - Navigating the M1 Process
- Installer Portal - Milestone 2 Documentation Process (LOANS)
- Installer Portal - Admin Section Overview