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From information to an informed next step

How It Works

A structured process that keeps your documents, responsibilities and available support clear.

The six-step assessment organizes the facts that usually matter: property, agreement, performance, complaint, resolution history and contact information.

Educational and administrative assistance. Results vary; cancellation is not guaranteed.

A STRUCTURED REVIEW PROCESS

Clarity at every stage.

Your informationYour support pathYour next steps
No obligation from an initial assessment.
The experience at a glance

From your information to your next step.

The first step is a free initial assessment. Later tasks depend on the support path, approval and agreed scope.

  1. 01

    Submit your information

    Complete the existing six-step qualification assessment with your agreement, property, performance and contact details.

  2. 02

    Contract review / intake

    The team reviews available information and may request supporting documents. Submission does not mean acceptance.

  3. 03

    Choose your support path

    Discuss guidance and available options. DIY access requires approval and enrollment; full-service tasks require an agreed scope.

  4. 04

    Prepare your correspondence

    DIY tools populate letter drafts; full-service offers assisted preparation within the agreement. You review information and sign your own documents.

  5. 05

    Follow-up and response tracking

    DIY homeowners send letters and manage follow-up. Full-service coordination remains subject to scope and authorization.

  6. 06

    Ongoing support / next steps

    Track responses and consider available next steps. DIY technical support covers platform navigation, not legal advice or case management.

Set realistic expectations

Progress and resolution are different.

90 days

Some cases may show progress in as little as 90 days, such as a response or clearer next steps.

12–18 months or longer

More complex matters may take this long to reach a final resolution.

Illustrative timelines

These are not a guaranteed DIY schedule or a promised full-service result. Some matters may not result in cancellation.

Timing depends on the agreement, records, facts, third-party responses and applicable requirements. Assistance does not suspend payment obligations or extend contractual, legal or filing deadlines.

What you’ll need

Your signed agreements, financing records, bills, sales materials, correspondence and a dated timeline. The document checklist can help.

What happens next

The team may request context or discuss available support. Eligibility, availability and options depend on your matter and location.

What we do and do not do

We provide educational resources and administrative assistance. Legal advice and representation require a separately engaged licensed attorney.

1. Gather what you know

Have the agreement type, provider names, approximate payment and balance, system status, utility and production information, sales concerns and deadlines available. Exact figures help, but reasonable estimates can start the assessment.

2. Complete the secure assessment

The form uses nonce protection, a honeypot, timing validation and rate limiting. It asks for consent before submission. Do not enter Social Security numbers, full financial account or card numbers, or unrelated sensitive information.

3. Initial review

Your answers are stored for the review team. Submission is free and creates no obligation. It does not create an attorney-client relationship or mean your matter is accepted.

4. Follow-up when appropriate

If follow-up is appropriate, the team may request context or discuss information and available resources. Eligibility and options depend on the agreement, provider, financing structure, facts, location and applicable law.

Start the Qualification Assessment

Know the scope before paid work begins

The initial qualification submission is separate from an accepted paid engagement. Review the named business, proposed deliverables, fees and cancellation/refund provisions in the service agreement before deciding. Use the document checklist to prepare. Eligibility and service availability depend on the actual matter and location; the state reference is educational rather than an acceptance promise.

Start with the facts

Have your solar situation reviewed

Complete the secure six-step assessment so Solar EXIT IQ can organize your agreement, payment, performance and property concerns. Eligibility and possible outcomes depend on the agreement, provider, financing structure, facts and applicable law.

Solar EXIT IQ is not a law firm and does not provide legal advice. Submission does not guarantee acceptance, cancellation, modification, lien release, savings, a refund or any other outcome.

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