Overview
If your company does not complete the required Installer Review and execute the Installer Agreement by the applicable deadline, your account access will be restricted in the OneEthos portal.
These requirements support fair-lending standards and program compliance enforced by Climate First Bank and must be applied uniformly to all installer partners.
What Happens When an Account Is Restricted
When an installer account is restricted:
Restricted
Starting new applications or projects in the OneEthos portal
Not Affected
Existing applications already submitted to the bank
(These remain in the processing queue and are not canceled.)
Requirements to Restore Access
Both steps below must be completed.
1️⃣ Complete the Installer Review (Primary Admin Required)
The company’s Primary Admin must complete and submit the Installer Review in full.
If you are not the Primary Admin, you must coordinate internally with your Primary Admin to complete this step.
2️⃣ Sign the Installer Agreement (Required)
After the Installer Review is finalized, the Installer Agreement is issued separately via DocuSign.
The agreement must be signed by an authorized company representative with legal authority to execute agreements on behalf of the company.
The DocuSign envelope is sent to the designated email address on file.
Account access will not be restored until the agreement is fully executed.
How to Restore Access (Primary Admin)
Step 1 — Locate the Installer Review Link
Click the blue “Start Review” button in the portal (Admin tab), or
Use the link sent via email to the Primary Admin
(Search inbox and spam for messages from OneEthos / Climate First Bank)
Step 2 — Gather Required Documents
Prepare the following documents for upload (PDF preferred):
Most recent business tax return (e.g., 2024 or latest filed)
Profit & Loss (P&L) statement (YTD or most recent fiscal year)
Balance Sheet (same period as P&L)
Any additional documents requested (e.g., insurance, licenses)
Step 3 — Submit the Installer Review
The Primary Admin must:
Sign in to the portal
Verify company information
Upload all required documents
Submit the review in full
Step 4 — Execute the Installer Agreement
Review and sign the DocuSign Installer Agreement once received
Ensure the signer is an authorized company representative
Confirm completion of the DocuSign envelope
Step 5 — Confirmation & Re-Enablement
Once both the Installer Review and the Installer Agreement are completed:
OneEthos will re-enable portal access after receipt and basic compliance checks.
Who Is the Primary Admin?
The Primary Admin is the designated company representative responsible for:
Managing the OneEthos portal relationship
Completing compliance reviews
Receiving official review and agreement notifications
To identify your Primary Admin:
Check the Admin tab in the portal, or
Confirm internally with your company owner or leadership team
Need to Change the Primary Admin?
If the current Primary Admin is unavailable or no longer with the company, email installersupport@oneethos.com with:
Company legal name
New Primary Admin’s full name, title, and work email
Reason for the change
Confirmation of approval from the owner or authorized signer
Notifications & Deadlines
Reminder emails are sent to the Primary Admin ahead of the deadline.
If the review and agreement are not completed by the deadline, account access remains restricted.
To avoid disruption, complete all required steps as soon as they are issued.
Need Help?
Contact installersupport@oneethos.com for assistance with:
Review access issues
Primary Admin updates
Installer Agreement questions
Document requirements