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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


    ☐   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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For new loan related inquiries, call

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