Questions to Ask a Solar Home Seller: Fill-In Listing Intake Form (Printable PDF)

A fill-in intake you can hand across the table at the listing appointment.

Sellers often don't know whether their panels are owned, leased, or financed, or who services them now. The listing appointment is the best time to find out, and the easiest way is a form.

This fill-in intake is for listing agents. Use it at the listing appointment to capture the basics of the system, then follow the structure-specific follow-up questions for owned, financed, leased, and PPA systems. It also includes the questions to ask the provider or servicer and a list of red flags in the seller's answers that tell you to bring in an attorney or start the provider process right away.

What's inside:

• Fill-in listing appointment intake form
• Follow-up questions by structure
• Questions for the provider or servicer
• Red flags in the seller's answers

Written by Christina Mathieson Segura, The Solar Lady of Real Estate™, who has trained thousands of REALTORS®.

Educational only. Not legal, tax, or financial advice. Provider policies change; verify with the provider or servicer, your broker, and a local real estate attorney before acting.