A Day in the Life Archives | Shine Solar

Category: A Day in the Life

 

Solar Financing: A Day in the Life

It’s one thing to know you want a solar analysis, but quite another to understand the inner workings of the process. From signing papers, to financing, to more paperwork, to installation, there are many steps along the way that may seem confusing. For that reason, we here at Shine thought we should offer a new blog series, A Day in the Life. Financing is our second segment in the series, following last week’s Part One, The Energy Consultant.

Financing 101

This week, Skylar Mann, Shine’s HR and Finance Manager, takes the spotlight. Skylar wears many hats at Shine, because she’s just that good! In her spare time, she trains in MMA, so she knows discipline. As our finance manager, Skylar goes through each deal as it hits finance verification. Verification is the fourth stage in the process, following the scheduled appointment, site survey, and design review.

Financing Documentation

There are several financing options for our customers. Skylar first makes sure that the energy consultant sent her the correct loan documents. If it is a cash customer, Skylar requires an install agreement and payment plan.

Financing Fine-Toothing

After Skylar confirms the correct loan documents, she checks certain items for accuracy. She makes sure, for example, that the system size is correct, and that the paperwork includes the requested attachments.

Financing Finalization

Once Skylar approves the paperwork order, she confirms that the financing is covered on the lending side. Each lender is different, so Skylar stays informed of each step in the customer’s install. This way, she can sent that lender’s paperwork at the correct stage.
After Skylar sends the requested paperwork and it is approved, the job is funded! From that point, the customer moves on to the best stage of all…interconnection!
Who will be next in our Day in the Life? Join us next week!
  Check out our Financing Day in the Life video summary!

Shine Energy Consultants: A Day in the Life

It’s one thing to know you’d like to have a free solar analysis, but another to understand the inner workings of the process. From getting that analysis from our consultants, to signing papers, to financing, to more paperwork, to installation, there are many steps along the way that may seem confusing.

A Day in the Life

For that reason, we here at Shine Solar thought we should offer a new blog series, A Day in the Life. Each segment will focus on one department within our company, presented from that employee point of view. That way, we can explain our part in your process! So let’s begin with the people you meet first: our energy consultants. Our consultants cover a lot of territory from Arkansas to Missouri, and that territory continues to grow!

Part One: Our Energy Consultants

When you decide to get a free solar analysis and contact us, we first turn to our consultants. Your information is entered into our system, and, based upon your location, a consultant is assigned to you for that first point of contact. Today we’ll be talking to one of those consultants, Missouri’s Dustin Moreland, about his solar process.

In the Beginning…

When someone requests a free analysis and is assigned to his location, Dustin calls them to get some background information. Once that information is verified, Dustin gathers energy usage amounts and past bills from the customer’s utility company, and sets an appointment to visit the customer’s home.  The time between this call and the appointment enables us to build a custom proposal based on that customer’s usage, and that way they get the most accurate numbers. This is why we don’t have one-size-fits-all pricing.

Appointment Time!

When he arrives for the appointment, Dustin first presents the proposal. He gives an overview of how solar works and what the customer is purchasing. Next, he discusses our referral program (in which we pay you!). After that, he walks the customer through their customized proposal and answers any questions they might have. He begins the process of getting customers interested in financing qualified.
If the customer looks at the proposal, likes the savings, qualifies for financing, and is ready to commit? Well, Dustin is prepared with paperwork. First, he presents an install agreement to be signed. Next, he sets up a time to do a site survey. This is a simple process that looks at property structure and electrical components, and we do this to verify that the proposed solar array will work as it should.
Next, Dustin calls Elements Capital Bank for a welcome call with financing customers, and also answers any final questions the customer has.
After that? Well, you’ll have to stay tuned for our next installment! Can’t wait? Want to know more information NOW? Just fill out our form here, and someone will contact you! Or give us a call at 844-80-SHINE!
Check out our summary video below!