LO Solar + $13K Eligibility Wizard

Client & Property

First Name

Last Name

Phone

State

Purchase Price

Shown only for Purchase transactions.

Property Address

Scenario

Transaction Type

Occupancy

Est. Credit Score

DTI (back-end)

Existing DPA 2nd?

Solar Status

Roof Age (years)

Shade/Orientation

Utility Bill Available?

HOA Allows Solar?

Result

Internal Use Only: This tool is a preliminary screening for the Solar + $13,000 pathway. It is not a credit decision nor a final eligibility determination. Confirm with program guidelines and underwriting.

Submit to HQ

Send this pre-check and client details to the CMS team. You’ll get a confirmation email.