Portal Platform Updates
— What's New
A summary of the latest enhancements and fixes now live in the Portal. Some changes may affect your day-to-day workflow — review each section carefully.
Installers and Sales Reps can now view and download the Lease Docs package directly from the Portal. Navigate to any lease and click the Documents tab to access the full package.
- Available under the Documents tab on any lease record
- Use Download All to get the full package at once, or download individual files
- Documents may only be downloaded to provide a copy to the homeowner or submit to a utility/other party where required
The Portal now includes a dedicated Milestones tab on each lease record. This tab provides a clear view of M2 and M3 document requirements, their completion status, and a Notify Lender button to submit each milestone when ready.
- M2 Documents — includes PTO Acknowledgement, Homeowner Approval Form, Invoice of Materials, Photo Documentation, As-Built Plans, Monitoring Access, Permit Approvals, and Software Design Package
- M3 Documents — includes Proof of PTO Approval, Passed Inspection Report for All Permits, and Site Improvement Photos
- Green checkmarks indicate completed items — click any row to expand and upload documents
- Use Notify Lender once all items in a milestone are complete
The Stated Income input field has been removed from Prequal (A1 & A2). You will no longer see or need to fill in this field when submitting a prequal. Income amounts will continue to be confirmed directly with the homeowner during the Welcome Call.
- Stated Income field no longer appears in Prequal A1 & A2
- No action required — simply proceed through prequal as normal
- Income will be confirmed with the homeowner during the Welcome Call as usual
The term "Add-On System" has been replaced with "Secondary System" throughout the NTP Rule flow in the Portal.
- All references to "Add-On System" now read "Secondary System"
- Please update any internal documentation, training materials, or references accordingly
- No change to the underlying rule logic — this is a terminology update only
Reach out directly to your Skylight Account Manager with any questions about these updates or how they affect your team's workflow.