How to Send Closing Documents from the Solo Proposal

1. Tap into the hamburger menu in the top right corner.
2. In the expanded menu, tap "Docs Request".

   

3. A popup will appear allowing you to fill out the request. To fill out a request, the following information is required:
   1. The individual whose name is on the utility bill's status(Home owner, co-applicant, or utility account holder).

      

   2. The individual's name and email. 

      

4. Select the Install Partner for the request (tap the carat and select the Install Partner from the drop-down menu).

   

5. The Utility Account Number and Meter Number are optional fields.
6. If you there is a co-applicant, check off the "Co-applicant" option.
   1. For the co-applicant, you will need the first name, last name, and email address. 

      

7. Once all information is entered, select "Request Docs". 

   

NOTE: To request docs to sign in person, docs must be requested from the customer information page.

Watch How to Send Closing Documents from the Solo Proposal