SOLAREX solar-loan support infographic showing project documentation customers can prepare with SOLAREX

Project documents are one part of a loan application

When you explore a loan for a solar installation, a lender may ask for information about the project as well as documents about the borrower. SOLAREX can support customers with relevant solar-project documentation for loan processing, based on the proposed system and project scope.

Ask the lender for its current checklist before preparing an application. Requirements differ by lender, loan product, borrower, and project; the lender is the authority on which documents it accepts.

What SOLAREX may help prepare

Depending on the project and the lender's checklist, our team can help provide project-side information such as:

  • A project quotation or proposal for the agreed system scope
  • System sizing and equipment specifications
  • Installation scope and other technical project details, where applicable

A practical preparation sequence

  1. Ask your bank, cooperative, or financing provider for its latest solar-loan checklist and application process.
  2. Share the project requirements with SOLAREX and request the relevant solar proposal or technical documents for your project.
  3. Prepare borrower, identity, income, or business records only as specified by your lender, and submit them through the lender's approved channel.
  4. Check with the lender about any clarifications, additional requirements, and the status of your application.

For your privacy, do not send IDs, bank statements, passwords, or other sensitive personal or financial records through a general website inquiry. Follow your lender's secure submission instructions.

Frequently asked questions

Does SOLAREX process or approve my loan?

No. SOLAREX can support you with solar-project documents, but the lender handles the application, assesses your eligibility, and decides whether to approve it.

Which documents will my lender require?

It varies by lender, loan product, and borrower. Ask the lender for its current checklist; SOLAREX can help with relevant project-side documents once the system scope is discussed.

Does documentation support guarantee approval?

No. Complete project information can support your submission, but it does not guarantee loan approval, a particular interest rate, or specific terms. Those decisions belong to the lender.

Need solar project documents for a loan application?

Please do not include sensitive financial documents in a general inquiry. We will discuss appropriate project information and next steps.