Lightreach Complete Packet Requirements

Complete guide to Lightreach Complete Packet requirements for funding approval.

📋 Lightreach Complete Packet Checklist

• Utility Bill (no more than 12 months old)
• Site Survey scheduled before proceeding
• Account Setup (complete customer registration)
• ACH Setup (payment processing configuration)
• Agreement (customer confirmation required)
• Verification (ID & title verification)
• Clear Facts Disclosure

💡 Key Requirements

Utility Bill

• Must not be more than 12 months old
• Longest acceptable age among all partners
• Required for usage verification

Account Setup

• Complete customer registration required
• Cannot proceed with incomplete setup
• Foundation for entire process

Clear Facts Disclosure

• Cannot advance without schedulingCompleted after Customer logs into their portal.

  

ACH Setup

• Payment processing configuration
• Required for funding arrangements
• Must be completed before Complete Packet approval

Agreement

• Customer confirmation required
• Signed agreement necessary
• Validates customer commitment

Verification

• ID verification required
• Title verification required
• Both must be completed successfully

🔑 Key Focus: Account Setup & Payment Processing

Lightreach places strong emphasis on:

• Customer Account Setup: Complete registration process
• Payment Processing: ACH configuration and verification
• Documentation: ID and title verification requirements

These requirements are in addition to standard verification processes.

⚠️ Common Issues to Avoid

1. Incomplete Account Setup: Registration must be 100% complete
2. Missing ACH Configuration: Payment setup cannot be delayed
3. Verification Gaps: Both ID and title verification required
4. Old Utility Bills: Even 12+ month bills may be questioned
5. Unsigned Agreements: Customer confirmation is mandatory

🎯 Tips for Success

• Complete Setup First: Finish account registration immediately
• Configure ACH Early: Don't delay payment processing setup
• Verify Everything: Ensure ID and title verification complete
• Get Signatures: Secure customer agreement confirmation
• Schedule Promptly: Don't delay required site surveys

📞 Process Flow

1. Customer Registration → Complete account setup
2. ACH Configuration → Set up payment processing
3. Documentation → Verify ID and title
4. Agreement → Secure customer confirmation
5. Site Survey → Schedule and complete
6. Complete Packet Approval → Process through verification

Need help with Lightreach account setup? Contact the operations team for guidance.