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What Documents Are Important to Gather

A homeowner checklist for collecting the documents that make a solar contract or financing review possible.

Solar disputes are usually not about one sentence in one document. They are about the story of the sale, the financing, the paperwork, the installation, and what the homeowner was told along the way.

Start with what you signed

Collect the solar contract, financing agreement, lease, PPA, addenda, disclosures, cancellation notices, completion certificate, and any e-signature audit trail.

Collect what you were shown

Save proposals, savings estimates, tax-credit explanations, production guarantees, screenshots, brochures, emails, text messages, and recorded calls if you have them.

Collect what happened later

Gather utility bills before and after installation, production reports, service tickets, payment history, collection notices, credit reporting notices, lien/UCC paperwork, and sale/refinance communications.

Build a simple timeline

Write down the date of the sale, installation, activation, first bill, payment changes, complaints, defaults, repair attempts, and any major lender or installer contact.

Review note

This page is educational information, not legal advice. Whether any issue applies depends on your documents, facts, timing, and applicable law.

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Submitting this form is a request for contact only and does not create an attorney-client relationship. No specific outcome is promised; any review depends on your documents, facts, timing, and applicable law.
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