A change order is required anytime there is a modification to the project scope, system size, equipment, pricing, or contract details. The steps below outline exactly how the change order process works and what installers should expect once a request is submitted through the portal.
Submitting a Change Order in the Portal
The installer begins the process by submitting a change order request directly within the Installer Portal.
This request must include:
Updated project details
Revised pricing or system information
Revised Contract
Once submitted, the project will move into a “Change Order Pending” status.
ustomer Approval Is Required
After the change order is submitted, the bank contacts the customer via email to notify them of the request.
The customer receives:A summary of the changes
Instructions to approve the change order.
No action is taken by the bank until the customer approves the change order.
This step ensures transparency and customer consent before any loan terms are modified.
Bank Review & Updated Loan Documents
Once the customer approves the request, the bank begins processing the change order.
This includes:Reviewing the updated project details
Generating updated loan documents for the customer to sign
These revised loan documents replace the previous version and must be executed before the change order is considered complete.
Change Order Pending Status & Funding Restrictions
While a change order is in process, the portal will continue to display “Change Order Pending.”
During this period:
Funding cannot be requested or released.
The bank cannot process any fund disbursements until the change order is finalized and the new loan documents are signed.
This is to ensure that all project and financing details are accurate before funds are issued.
Completion of the Change Order
Once the customer signs the updated loan documents and the bank completes the review:
The change order is officially completed
The project profile is updated in the portal
The revised loan amount, system details, and project information will now be reflected
Funding can be requested
Installers may then move forward with scheduling, inspections, or funding as normal.
Summary
Change order submitted → Status becomes Change Order Pending
Bank emails customer for approval
Customer must approve before processing begins
Bank generates updated loan documents
Funding is on hold until change order is complete
Project updates and new loan details appear once finalized