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  • Assuming a Solar Loan for a home you are purchasing?

    Below you will find a Solar Assumption Checklist which includes items you will need to provide or information you will need to make available once you make your request.

    A minimum of 5 business days from final approval is needed prior to close of escrow to prepare the solar assumption documents.

    Solar Assumption Checklist

    You can download and print the solar assumption checklist here


    Copy of Purchase Agreement
    Copy of new Note verifying balance and payment of new mortgage
    Current paystubs for all borrowers
    Establish Membership
    Copy of Closing Statement (when selling a home concurrently)
    Name of Escrow Co., Escrow #, contact with phone number, and Close of Escrow date**
    $150 assumption fee
    Estimated mortgage payment on new purchase loan
    Final payment and interest due from seller a full 5 business days prior to close escrow date

    Buyer and Seller

    Signed agreement for amount to be assumed
    Final payment and interest due from seller a full 5 business days prior to close escrow date
    Escrow Company
    Escrow #
    Escrow Officer
    Escrow Officer Email
    Escrow Officer Contact Phone Number
    Close of Escrow Date

    Please obtain copy of Note from Seller for the term and rate you are assuming.

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(800) 553-0880

For new loan related inquiries, call

(877) 988-0471

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