M2 — System installation

Upload Homeowner
Approval Form

Follow this guide to upload the completed and signed Homeowner Approval Form as part of your M2 milestone submission in the Skylight Lending portal.

2

Sections

7

Steps

~5

Minutes

How this process works

Open opportunity → Go to Documentation → Select form type → Upload document → Complete all M2 items → Notify Lender

Before you upload — make sure the form is complete

Homeowner and property information matches what's listed under the Lease Opportunity Details exactly

Form has been initialed in all 4 required locations

Form has been signed by the borrower (homeowner)

Document is clear, legible, and fully visible — no cut-off sections or blurry images

System installed differently from the original design? You must submit additional documents

If the system was installed differently from the original design, you are required to submit both an "As-Built" Design and Planset along with this form. Failure to provide these updated documents will result in the rejection of your submittal.

You can only notify the lender once ALL M2 items are submitted

Do not click "Notify Lender" until every required M2 document has been uploaded. The Notify Lender button will only trigger a review when all M2 items are complete. Upload all documents first, then notify the lender in one go.

Section 1 of 2

Navigate to the documentation section

3 steps

1

Navigate to the lease opportunity

Log into the Skylight Lending installer portal and open the opportunity for the customer whose system has been installed. This is where you'll find the M2 documentation section.

2

Click "Documentation"

Inside the opportunity, click the "Documentation" tab or section. This is where all M2 required documents are listed and uploaded, including the Homeowner Approval Form.

3

Click "Completed and signed Homeowner Approval Form"

From the list of M2 documentation items, click on "Completed and signed Homeowner Approval Form" to expand it and begin the upload process for this specific document.

Part of a larger M2 checklist

The Homeowner Approval Form is one of several documents required for M2. Make sure you complete all other M2 document uploads as well before clicking Notify Lender.

Section 2 of 2

Upload the Homeowner Approval Form

4 steps

4

Click "Upload Documents"

Click the "Upload Documents" button to open the file upload interface for the Homeowner Approval Form.

5

Verify the form is complete before uploading

Before selecting your file, do a final check of the Homeowner Approval Form to make sure all required fields are filled in correctly. The homeowner and property information must match the Lease Opportunity Details exactly, all 4 initials must be present, and the borrower must have signed the document.

Common rejection reasons

The most common reasons this form gets rejected are: information doesn't match the lease opportunity, missing initials in one or more locations, or the borrower's signature is absent. Double-check all four initials and the signature before uploading.

6

Click the upload icon and select your file

Click the upload icon to open your device's file browser. Navigate to and select the completed Homeowner Approval Form file — this can be a PDF or a clear photo of the signed document.

File quality matters

Make sure the uploaded file is clear, fully visible, and not cut off at any edges. Blurry or incomplete images will be rejected and you'll need to resubmit.

7

Click "Add File" to complete the upload

Click "Add File" to attach the Homeowner Approval Form to this M2 documentation item. The upload is now complete for this document. Remember — do not click Notify Lender until all other M2 documents have also been uploaded.

Don't notify lender yet

Only click "Notify Lender" after ALL M2 required documents have been uploaded — not just this one. Submitting a partial M2 package will delay your review and milestone payment.

Homeowner Approval Form uploaded!

This M2 document is complete. Make sure all other required M2 documents are uploaded before clicking Notify Lender. Once the full M2 package is submitted and reviewed, your M2 milestone payment will be released.

Need help? Contact Skylight Lending installer support

If you run into an issue not covered in this guide, reach out to the installer support team for assistance.