| Impact Weight (1-100) | 96 |
|---|---|
| Security Level | Sales Staff Staff Leadership Sales Leadership Admin |
| Evergreen Weight (1-100) | 5 |
| Date Created | Jun 1, 2026 |
| Last Updated | Jun 1, 2026 |
| Channel | Dealer Empower X |
| Owner | Daniel Force |
Until these complete packet requirements are fulfilled, deals are not considered complete or real.
🎯 Universal Complete Packet Checklist
Every Complete Packet Must Have:
- Double Check Usage (proposal must match the actual usage)
- Ensure savings requirements are met with Financier
- Customer Logged into Financier Site (for PPAs/Leases)
- Payment Processing Setup (ACH)
- Financier Welcome Call Complete (Sunrun, Goodleap)
- Customer Account Created in Jobflo
- Required Documentation Uploaded to Jobflo (title docs, ID docs, trust docs, when applicable)
- Recent Utility Bill Uploaded to Jobflo (all pages, no more than three months old)
- Site Survey Scheduled
- Call Pilot Checklist Call (Required Installer Call)
What is a Complete Packet?
A Complete Packet is the formal authorization to begin work on a solar project after funding approval. It ensures all requirements are met before installation, protecting both the homeowner, sales professional, and installer.
Why It's Critical
- Ensures compliance with funding partner requirements
- Prevents project delays and cancellations
- Protects both customer, sales person, and company interests
- Speeds up the installation process
Partner Variations
Each funding partner has unique documentation and verification processes. Following specific partner guidelines prevents delays and ensures smooth project execution.
Funding Partner Specific Requirements
Goodleap Complete Packet Requirements
Key Differences: Requires Green Button data (6 months, 15-min intervals) and NEM settlement bills. Has strict second system requirements (12+ months operational). Utility bills must be under 6 months old.
Everbright Complete Packet Requirements
Key Differences: Emphasizes usage matching between proposal and bills. Requires CCA/TDU information and rate schedules. Third-party verification through EB portal. PTO Letter for add ons.
Lightreach Complete Packet Requirements
Key Differences: Longest utility bill acceptance (12 months). Strong focus on complete customer account setup and ACH payment configuration. Requires both ID and title verification.
Sunrun Complete Packet Requirements
Key Differences: Strictest data accuracy requirements - usage must match Green Button data exactly with zero tolerance. Requires current utility bills and mandatory verification calls with homeowners.
Best Practices for Success
- Verify Requirements Early: Check partner-specific requirements before submission
- Double-Check Data: Ensure all usage data matches across documents
- Schedule Surveys Promptly: Don't delay required site surveys
- Maintain Documentation: Keep all required documents organized and current
- Follow Up Consistently: Review Jobflo regularly to ensure all of your deals are moving through the Complete Packet phase quickly.