Become a Residential Solar Financing Broker

The product knowledge barrier scares people off. Learn loans, PPAs, and incentives and you become the trusted guide in a confusing purchase.

1. 1

   Check your state's sales rules

   Some states require a specific license or registration to sell solar or door-to-door services. Confirm what your state requires for independent solar sales agents before signing anything.

2. 2

   Learn the three financing products

   Master solar loans, leases, and power purchase agreements, plus the 30 percent federal investment tax credit and your state's incentives. Your entire value is explaining these tradeoffs honestly.

3. 3

   Sign dealer and referral agreements

   Partner with reputable installers and solar lenders (GoodLeap and Mosaic are common consumer platforms) as an independent agent or setter, and get the commission schedule per funded deal in writing.

4. 4

   Build an honest comparison process

   Create a one-page worksheet comparing cash, loan, and PPA outcomes for a homeowner's actual utility bill. The industry's pushy reputation is your opening; you win by being the calm second opinion.

5. 5

   Source leads through trusted referrers

   Real estate agents, roofers, and mortgage brokers meet homeowners at exactly the right moment. A referral split with three of them beats knocking doors.

6. 6

   Close clean and stay compliant

   Walk clients through every disclosure, never oversell production estimates, and follow up after installation. In a market burned by bad actors, your referrals compound because you are the broker who told the truth.