[NOW LIVE 5/6/24] NTP Updates: Our homeowner web portal (home.palmetto.com) and order confirmation feature are completed by over 96% of homeowners. They're simple tools to help reinforce the sale and provide homeowners with access to their billing information. From Monday May 6th, these items will be formally added as NTP (M0) requirements on all new sales.

ACH Setup Enhancement: We're teeing up an improvement to our homeowner ACH setup process to help make ACH setup fast, and give automatic approvals to the majority of submissions for a faster NTP status. Expected updated guides at the help.palmetto.finance installer knowledge base.

Common Sense Consumer Compliance: In the month of May, we're releasing updated guidance and a point of sale requirements for customers over the age of 65. This disclosure requirement will be easy to complete via the homeowner's home.palmetto.com, and reinforce key terms and conditions of their solar order. Additional information will be posted in advance via news.golightreach.com.

Enhanced Underwriting Guidance: We're improving our portal experience for users to more clearly lay out underwriting guidance or rejections to our partners.

LightReach Webinars: Our first monthly webinar will be announced in May, and will serve as another layer of communication to our partners with details on key processes, upcoming releases, best practices, and market trends.

The Update: Certified Installers can book 1:1 time with our QC team for an in-depth M1/M2 submission review.

The Details: 30 min sessions now available for partners who are preparing for their first submission or want to increase approval rates.

To get started, book a time via the Installer Ops Center window.

The Update: LightReach portal now features a production check calculator, helping users calculate if a change in production will require a change order.

The Details: The calculator allows users to see if any potential system changes fall outside of our -5 to +10% Change Order thresholds. It is displayed in two places:

1. Use anytime via the PV system tab
2. Required to proceed with install M1 submission

The Big Picture: LightReach change order thresholds provide generous leeway, allowing for changes within a -5 to +10% threshold to system/production. Any changes that fall outside of this tolerance require a change order (new contract). This calculator feature will make it easier for install operators to keep change orders organized and avoid any potential M1 rejections.

Additional Info: View all change order thresholds and parameters at help.palmetto.finance

(News post originally dated March 13 as advanced preview. Updated 4/22 upon full launch)