For escrow & transaction coordinators
Solar is where files quietly stall
Not because anything is wrong with the house — because nobody can produce the agreement, nobody knows who holds the monitoring account, and nobody wants to guess on a disclosure.
The four documents that hold up closings
The original agreement
Purchase, loan, lease or PPA. A decade later it's frequently gone, and its terms decide what transfers.
Payoff or assumption terms
Held by the lender or the finance company, not by the seller, and often slow to arrive.
Permission to Operate
Sits with the utility. It establishes the system was legitimately interconnected.
Workmanship warranty
Frequently missing entirely, especially where the original installer is no longer trading.
Where solar stalls, and where it stops stalling
Solar rarely breaks a deal on condition. It breaks dates — because a document is missing or a lessor's approval was started too late.
-
Step 1 of 5
Open escrow
Solar is usually still an assumption at this point.
-
Step 2 of 5
Gather documents
Agreement, permits, PTO, monitoring access, any UCC-1 filing.
-
Step 3 of 5
Inspection
Establishes the physical facts and identifies what documentation exists.
You are here -
Step 4 of 5
Resolve ownership questions
Lessor approval, payoff quotes, lien releases — the long-pole items.
-
Step 5 of 5
Close
With the solar items settled rather than discovered.
Lease and PPA transfers run on the provider's timeline. Started in week one they are routine; started in the final week they move the closing date.
Common questions
What do you need from us to schedule?
An address and a contact. We call to confirm timing, so there's no calendar to manage and no back-and-forth about availability.
Who do you send the report to?
The paying customer only, unless they authorize distribution. Tell us at request time who should be copied and we'll follow that instruction.
Can you tell us whether the lien will clear?
No — a UCC-1 filing and a payoff are the lender's and the title company's territory. What we can do is establish what equipment is on the property and what documentation exists, which is usually the part nobody can find.
Working a weekend transaction? So are we
The office is open Monday–Friday 9am–6pm, but inspections run on weekends and requests are open around the clock. We'll call to confirm the date and time.
Requesting an inspection isn't a confirmed appointment — we'll contact you to confirm timing.