SKYLAR_DATA: CHANGE ORDERS AND QUOTE CHANGES - SKYLIGHT LENDING Last updated: 2026 WHAT IS A CHANGE ORDER: A Change Order is an official update to a signed lease agreement. It is used when the scope of the original project changes, such as upgrading the number of panels, adding a battery, swapping equipment, or adjusting pricing. In Skylight's process, Underwriting automatically issues the Change Order as the final step of the M2 review. Installers do not need to request one separately. LEASE STATUS REFERENCE: Lease 5B means the customer has signed the lease documents. Lease 7 means Skylight has granted NTP (Notice to Proceed). This is when the installer is cleared to begin installation. PRE-LEASE 7 QUOTE CHANGES (before NTP is granted): If the deal has not yet reached Lease 7, the installer processes a requote directly in the Skylight portal. No need to contact support. Changes to pricing, escalator rate, or product type (Solar Only, Solar plus Battery, or Battery Only) require new lease documents to be signed by the homeowner before NTP can be granted. Whether the new lease docs auto-generate depends on the lease type and utility rate approval status. For Solar Only and Solar plus Battery leases: If Underwriting has already approved the utility rate, new lease docs will auto-generate and be sent to the homeowner automatically. If the utility rate has not yet been approved, Underwriting will receive a notification and issue the docs after reviewing the changes. New lease docs do not always auto-generate automatically on Solar and Solar plus Battery leases. For Battery Only leases: New lease docs always auto-generate on pricing or escalator changes because Skylight does not review the utility rate on Battery Only leases. For product type switches (such as Battery Only to Solar Only or Solar plus Battery, or vice versa): New lease docs always auto-generate regardless of utility rate approval. The installer can confirm docs have been generated by checking their deal timeline. Look for Main Lease Documents showing as pending. For non-pricing changes only (such as system size or equipment with no price change): The portal will notify the installer that a Change Order will be needed at M2. Underwriting issues this automatically at the M2 review step. POST-LEASE 7 CHANGES - EQUIPMENT OR SYSTEM SIZE ONLY (after NTP): If the deal has already reached Lease 7 and the installer needs to adjust equipment or system size only, the correct path is to continue through to M2 submittal. Do not attempt to re-quote. Underwriting will update the quote based on the actual installation at M2 review and issue a Change Order as the final step. The installer does not need to request it. POST-LEASE 7 CHANGES - PRICING OR ESCALATOR (after NTP): For pricing or escalator changes after Lease 7, the installer must contact their account manager or Installer Support directly. These changes cannot be processed through the portal. Contact: [e-mail] or call [phone], Monday through Friday 8am to 5pm CST. WHAT HAPPENS AT LEASE 7 - DIRECT PAY INSTALLERS: Installers on Direct Pay will see the portal prompting them to: select their supplier, upload a copy of their invoice, enter the delivery date, and enter the total invoice amount. WHAT HAPPENS AT LEASE 7 - STANDARD PAY INSTALLERS: Installers on Standard Pay will see the portal prompting them to upload their M2 documentation. NOT SURE WHICH PAY TYPE: If an installer is unsure whether they are Direct Pay or Standard Pay, they should contact their account manager or Installer Support. CONTACT INFORMATION: Email: [e-mail] Phone: [phone] Location: Houston, TX 77024 Hours: Monday through Friday, 8:00 AM to 5:00 PM CST

Installer Reference Guide

Change Orders &
Quote Modifications

How to handle quote changes, system size adjustments, and Change Orders before and after NTP is granted.

2

Phases

5

Scenarios Covered

Lease status reference

Lease 5B = Customer signed --> Lease 7 = NTP Granted --> M2 Submittal --> Change Order (if needed)

i

What is a Change Order?

A Change Order is an official update to a signed lease agreement. It is used when the scope of the original project changes — for example, upgrading from 20 to 24 panels, adding a battery, swapping equipment, or adjusting pricing.

1

Before Lease 7

Making Changes Before NTP (Pre-NTP)

A

Process a requote directly in the Skylight portal

If the deal has not yet reached Lease 7, you can process a requote directly in your Skylight portal. Any adjustments you make to the pricing, escalator, or System Type (Solar Only, Solar + Battery, or Battery Only) will require a new set of lease documents to be signed by the homeowner before NTP can be granted.

For non-pricing adjustments only (such as system size or equipment), the portal will notify you that a Change Order will be needed at M2. Underwriting issues this automatically during the M2 review — you do not need to request it.

Change Type	What Triggers	Lease Docs
Pricing change	New lease docs required before NTP	Auto or Manual*
Escalator change	New lease docs required before NTP	Auto or Manual*
Product type switch Solar Only / Solar+Battery / Battery Only	New lease docs required before NTP	Always auto
System size or equipment only No pricing change	Change Order issued at M2 review	No new docs

New lease docs do not always auto-generate

Whether new lease docs auto-generate depends on the lease type and whether Underwriting has already approved the utility rate:

• Solar Only and Solar + Battery leases: If the utility rate has already been approved, new lease docs auto-generate and are sent to the homeowner automatically. If not yet approved, Underwriting will automatically receive a notification to review the changes and issue docs as needed.
• Battery Only leases: New lease docs always auto-generate on pricing or escalator changes, since Skylight does not review the utility rate on Battery Only leases.
• Product type switches (e.g. Battery Only to Solar Only/Solar + Battery, or vice versa) will always auto-generate new lease documents.

How to confirm docs have been generated

Check your deal timeline -- once new lease documents have been generated, you will see "Main Lease Documents" listed as pending. Do not assume docs have been sent without verifying this in the timeline.

2

After Lease 7

Making Changes After NTP (Post-NTP)

A

Equipment or system size only -- continue to M2

If the lease has already reached Lease 7 and you need to adjust equipment or system size only, the recommended path is to continue through to M2 submittal. Do not attempt to re-quote.

Underwriting will review the actual installation at M2, update the quote accordingly, and issue a Change Order as the final step of the M2 review.

No need to restart the deal

For equipment-only changes after Lease 7, submit your M2 documentation and Underwriting will reconcile the quote at M2 review.

B

Pricing or escalator changes after Lease 7 -- contact support

Pricing or escalator changes after Lease 7 require direct assistance from your account manager or Installer Support. These cannot be handled through the portal.

Contact Installer Support

Email: [e-mail]
Phone: [phone]
Monday through Friday, 8:00 AM to 5:00 PM CST

3

At Lease 7

What the Portal Shows at NTP

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Next steps depend on your payment setup

Once your deal reaches Lease 7, the portal will display different next steps depending on whether you are configured for Direct Pay or Standard Pay.

Direct Pay

• Select your supplier
• Upload a copy of your invoice
• Enter the delivery date
• Enter the total invoice amount

Standard Pay

• Upload your M2 documentation

Not sure which pay type you are?

Contact your account manager or Installer Support to confirm your payment configuration.

Need help? Contact Skylight Lending Installer Support

Phone: [phone] | Email: [e-mail]
Houston, TX 77024 | Monday through Friday, 8:00 AM to 5:00 PM CST