Why This Matters
The details entered into the OneEthos portal during project setup are automatically used to generate the official loan documents. These loan documents are sent to the customer via DocuSign for signature, so it’s critical that all information is accurate and final before you submit the project.
What Auto-Populates the Loan Documents
The following details are pulled directly from the portal and auto-filled into the loan documents:
System size and pricing
Equipment details
Customer information (names, address, etc.)
Loan amount and selected product
Any adders
Installation Contract and loan details must match
Once the project is submitted, the system automatically generates the loan documents and sends them to the customer for signature. Edits made after submission will not be reflected in the original loan documents.
How to Review and Edit Before Submitting
Enter all project details into the loan calculator and portal accurately.
Use the built-in editing tools to make any necessary adjustments before uploading the contract.
When uploading the installation contract, a pop-up reminder will prompt you to double-check all details. Take a moment to carefully review the information at this step.
Once everything is accurate, upload the contract and submit the project.
What Happens If Details Are Incorrect After Submission
If incorrect details are submitted and later changed, the loan documents will no longer match the project information. This triggers a change order, which:
Voids the original loan documents
Requires new documents to be generated
Extends the processing timeline
Always review all project details before submitting the loan.
This helps avoid delays, ensures accuracy for the customer, and keeps your project timeline on track.