LEARN IT. COMPLETE IT. HAND IT OFF.
Your project starts here.
Find the instructions you need, submit a new sale, and keep the homeowner steps moving.
How can we help?
LightReach
Clear Facts, NTP, installation and activation milestones.
Enerflo · Markets, property rules & DNQ
Open the provider workflow →Climate First
Loan application, signed documents, NTP and staged funding through OneEthos.
Enerflo · Markets, property rules & DNQ
Open the provider workflow →Suncheck
Agreement, site acceptance, permitting and payment confirmation.
Suncheck · Markets, property rules & DNQ
Open the provider workflow →EnFin Lease
Lease qualification, signing, provider welcome call and release review.
Aurora · Markets, property rules & DNQ
Open the provider workflow →Detach & reset quoting
What to gather, which pictures to take, and how to submit and track a quote request.
Open the guide & quote wizardPUBLIC PRICING REFERENCEOrigin Adder Sheet 2026
View the live adder sheet for current pricing. No Origin account required.
Open Google Sheet ↗Rep / dealerSubmit the sale & deal details
Provide the homeowner’s contact information and service address, rep and dealer attribution, signed installation agreement, financing or lease documents, utility bill, equipment, adders and any promises made during the sale.
Read step-by-step instructionsHomeowner, assisted by repComplete the homeowner welcome call
Confirm the project scope and the terms in the signed agreement. The homeowner completes the acknowledgments, recording and signature. Do not answer or sign on their behalf.
Read step-by-step instructionsRep / homeowner / survey teamComplete or schedule the site survey
Use the project’s survey link to enter access details now or request a survey visit. Scheduling is a request until Origin confirms it. Initial intake is not a completed technical survey.
Read step-by-step instructionsRep and homeownerConfirm battery scope, when included
Document the battery brand, model, capacity, quantity and intended backup loads. Confirm backup limitations against the signed scope. Skip only when Origin confirms no battery is included.
Read step-by-step instructionsHomeowner / authorized signerSign the permitting documents
Origin prepares the paperwork required for the address and scope. The correct property owner signs the requested documents; co-owner, HOA or notarization requirements are handled when applicable.
Read step-by-step instructionsOrigin / financing provider, as applicableQAQC review & Notice to Proceed
Origin reviews the complete packet, verifies scope and financing requirements, and resolves outstanding conditions. Follow the financing provider’s requirements where applicable. Do not promise installation based solely on a signed sale.
Read step-by-step instructionsAlready submitted?
Use the receipt link shown after submission to check the project’s current stage. Use Get assistance with the reference number for corrections or missing items. Don’t submit the same sale again.
Survey, permit signing and other customer actions use the project-specific links provided by Origin. Submitting here does not approve the packet or issue NTP.