Installer Guide: Contract Requirements
To ensure smooth processing and avoid delays in funding, all contracts submitted to the OneEthos Portal must meet the following requirements. Please use this checklist when preparing contracts.
1. Itemized Contracts
Contracts must be itemized and clearly outline each component of the project.
Break down costs for equipment, labor, permits, adders, and any additional services.
Itemization ensures accuracy when reviewing against the loan application and portal data.
2. Customer Information
The contract must include the customer’s full legal name.
To prevent delays, ensure the name matches the name entered on the loan application.
3. System Details
The contract must include system details that match what was entered into the installer portal:
System size (kW)
Loan amount
Project address
Adders (if applicable)
These details must align with the portal entry and loan documentation.
4. Down Payments
If the customer is making a down payment, it must be clearly reflected on the contract.
The contract should specify:
Down payment amount
Party receiving the payment (e.g., the installer)
The contract must also clearly state the total amount financed after accounting for the down payment.
5. Incentives and Rebates
Incentives and rebates may be included on the contract.
However, the contract must still clearly state the exact amount the customer wishes to finance.
This financed total must match the loan application to avoid discrepancies or delays.
✅ Tip: Double-check that all information on the contract matches the loan application before uploading. This helps avoid review delays and ensures faster processing.