Skip to main content

Comfort Plan: Completing NTP Guidelines

Notice to Proceed (NTP)

NTP is synonymous with a fully signed & executed order. It is Palmetto's signal to the contractor that the contract package is fully executed, and the Installer has the go ahead to proceed with installation. In this guide you will find a s

Click here for a walkthrough video for completing the NTP requirements

Item

Requirement

ID

All homeowners must complete identity verification. The homeowner web portal (home.palmetto.com) is the secure option to upload the ID for auto verification

  • Driver's license or other state issued ID card

  • Passport or passport card

  • Resident permit ID or green card

Click for visual

Title

All homeowners must complete title verification. Most accounts will auto verify but if necessary, homeowner may be prompted to upload title verification documents through their home.palmetto.com web portal.

Acceptable documents:

  • Original deed or deed of trust

  • Most recent tax property bill

  • Mortgage statement less than 60 days old

For Properties owned in a Trust/LLC:

  • Applicant must be a trustee/controlling member/owner.

  • Trust documents (or other official documentation) must be submitted confirming trustee/controlling member status.

Site Eligibility details

Click here to check our full Eligible Sites article

Customer Account

Sign Up

Homeowner accepts their home.palmetto.com web portal account invitation, where they can complete all requirements.

  • Accessible via web browser or via app download).

  • Sign Up invitation sent at same time as contract

  • Email Subject Line: "Welcome to LightReach! Activate your financing"

Click for Visual

Contract

The Palmetto contract is sent to the homeowners email via DocuSign

  • Alternate signing option: Homeowners can sign the contract within their home.palmetto.com account

  • DocuSign Email Subject Line (may vary slightly by state):

    • "Signature Required - Equipment Lease Agreement"

Click for Visual

Clear Facts Disclosure

A simple, non-invasive order summary.

Homeowner 'checks' key details of their Energy Plan and 'signs off' on their order details. This feature helps recap key order details and reinforces the sale. Completed in a matter of seconds.

  • After completion, a copy is emailed to the customer

  • Market-specific variations may apply

Click for Visual

Customer Payment Method

All homeowners must complete ACH setup. The homeowner web portal is the secure option to upload the banking information

  • Key in routing and account number

  • Instant verification on majority of accounts

  • Voided check verification, if necessary, on minority of account

  • Voided check must be from a formal bank and be associated with the applicant or property. It must display the account name, account number, and routing number.

Click for visual

Did this answer your question?