Origin — Solar, Roofing & Generators
Dealer partnerships

Keeping dealer onboarding separate from approval

Submitting an application, completing onboarding and receiving permission to operate are different events.

A practical approach

Give each event its own status and communication. Tell the applicant what is still being reviewed and avoid issuing operational access before the required approvals are complete. A complete form should not silently become an accepted partnership. Confirm the final responsibilities and commercial terms through the designated approval process.

Put it into practice

  1. Use distinct statuses
  2. Explain outstanding review steps
  3. Gate operational access

General workflow guidance. Confirm current responsibilities, availability and terms with the appropriate team. This article is not a project-specific technical assessment or a promise of compensation.

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