This article provides a step-by-step guide to sending the GoodLeap Lease/PPA contract agreements after successfully qualifying a customer. It outlines how to upload the required utility bill, complete the Perfect Packet Checklist, and send the finalized contract to the homeowner for signature—ensuring a smooth transition from qualification to contract execution.
Follow the steps below to send agreement contracts to your customer
Step 1: After successfully qualifying your customer, scroll down to find the “Upload Utility Bill” button as well as the “Sign Agreements” button.
Step 2: Click “Upload Utility Bill”.
Step 3: Upload the utility bill and click "Save".
Step 4: Click “Send Agreements” to send the GoodLeap Lease/PPA agreements to the homeowner.
Step 5: Complete the Perfect Packet Checklist and click “Send Agreement”.
Step 6: Click “Yes” to send the finance documents to your customer.
