Listing a Solar Home Checklist: The Listing-Side Solar File for REALTORS® (PDF)

The seven documents to gather before you list, so solar doesn't stall your closing.

Most solar problems in a sale were visible at the listing appointment. Nobody asked for the paperwork. Then the contract, payoff letter, or transfer packet shows up three weeks before closing, and everyone scrambles.

This cheat sheet is for listing agents and the sellers they represent. It names the seven documents to collect before the home goes on the market, explains who needs each one (the buyer's agent, the attorney, the appraiser, the title company, the provider), and maps a listing-to-closing timeline that keeps solar steps running alongside the rest of the transaction instead of behind it.

What's inside:

• The seven-document listing-side solar file
• Who gets each document, and when
• Listing-to-closing solar timeline
• Questions for the seller before you list

Christina Mathieson Segura, The Solar Lady of Real Estate™, built this from the course she teaches to REALTORS® in New York State approved continuing education. Since 2010 she has watched what the solar industry did to real estate transactions, and she works the sector from three sides: real estate, mortgage and solar. She has trained thousands of agents.

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.