1 · Overview of the sales process
The five steps start to finish — intake, presentation, agreements, payment, upload and close.
Back to rep hub
Sales
Material and training.
Everything you need at the door and on the phone. Download what you need, and watch the walkthroughs before your first appointment.
Quick links
The tools and phone numbers you'll reach for on every deal.
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Juno — CRM
Customer intake and the questionnaire. Every deal starts here.
Login
info@solarexitgrp.comPasswordSolar123!Shared office login — don't forward it outside the team.
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Financing application
Use this when the homeowner needs to finance the resolution price.
How it works
- You fill out the form for the customer.
- They get a link sent to them to complete the application.
- They get an email back with offers from multiple lenders and choose one.
Financing support line: 770-824-4026
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Lender and servicer phone numbers Call these to request payoff quotes, statements, and account details for the homeowner.
- Sunlight(877) 536-0661
- GoodLeap(844) 562-6725
- Mosaic / Solar Servicing(866) 493-6367
- Dividend Finance(844) 805-7100
- Sunrun(855) 478-6786
- SunStrong(833) 514-1858
- Spruce Power(888) 636-0336
On a phone, tap a number to dial it.
Downloads
Right-click and save, or tap to open on your phone.
- Sales presentation Walk the homeowner through who we are and their options · PDF · 23 slides
- Client Service Agreement (SEP / LPOA) Signed at the table — services, fees, and limited power of attorney · PDF · 8 pages
- Document collection list Required documents plus retrieval instructions for the homeowner · PDF · 4 pages
- Sworn Statement of Facts Instructions and the affidavit the homeowner fills out · PDF · 3 pages
These four files are the current packet. Files live in assets/sales/ —
send the office anything you want added and it goes up here.
Training videos
Short walkthroughs. Watch these in order if you're new — tap a video to play it here, or open it full screen.
2 · CRM / Juno
Where customer information goes, and how to run the intake questionnaire.
4 · Signing documents
The SEP/LPOA agreement, sworn statement, and the rest of the packet — signed in order.
Got a new recording, or spot something out of date? Send the link to the office and it goes in.
Nothing here is legal advice, and none of it should be presented to a homeowner as a guaranteed outcome. Questions? Call or text 833-765-2711.