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  • Perfect Packet Guide

  • Perfect Packet Guide

    A Perfect Packet means every part of your customer’s project is complete, accurate, and ready to move smoothly through the next stages. Each step ensures that your project can be processed without delays or follow-ups from the Mayer team.

    Below is the checklist of everything that constitutes a Perfect Packet.

    1. Signed Lender Document

    All financing paperwork should be fully completed and signed by both the homeowner and the lender.

    Notes:

    • Make sure all pages are signed and finalized.

    • The lender confirmation should reflect the approved loan terms and homeowner details.

    2. Signed Install Agreement (IA)

    The installation agreement must be signed by the homeowner and sales org, confirming the project scope and pricing.

    Notes:

    • Double-check that the homeowner’s name and address match the lender docs.

    • Ensure the system size and price are consistent across all documents.

    3. Lender Welcome Call

    The homeowner must complete the lender’s welcome call before the project can move forward.

    Notes:

    • This call verifies the homeowner’s understanding of loan terms.

    • Make sure the homeowner knows to expect this step early in the process.

    4. Mayer Welcome Call

    After the lender’s call, the homeowner will complete the Mayer welcome call to review project expectations.

    Notes:

    • This helps confirm contact information and project understanding.

    • Remind homeowners to answer calls from the Mayer team to avoid scheduling delays.

    5. Completed Site Survey Form

    The site survey form must be filled out in full, including all required photos and answers to site-specific questions.

    Notes:

    • Use the Mayer site survey link provided for each project.

    • Incomplete surveys can cause delays in design and permitting.

    6. Utility Bill (All Pages)

    Provide a clear image or PDF of the homeowner’s full utility bill — including all pages, front and back where applicable.

    Notes:

    • The bill should show the homeowner’s name, address, and utility account number.

    • Make sure the document is legible and current (within the past 12 months).

    Recommended Additions

    These items aren’t mandatory, but including them helps ensure a smoother approval process:

    • Photo of Homeowner ID – Helps confirm identity and streamline financing verification.

    • Additional Notes or Relevant Info – Any details that may affect design, access, or scheduling (e.g., roof updates, preferred contact times, health considerations).

    Final Check

    Before submitting a project, review your packet using this list. A complete and accurate packet prevents back-and-forth communication and keeps your installs moving quickly through approval and scheduling.

  • Login To Aurora Solar

  • Login To Aurora Solar

    Once your organization has been onboarded, you’ll receive an invitation email from Aurora Solar to set up your account. Follow the steps below to activate your access and start creating projects under your organization.

    Below is the checklist of everything that constitutes a Perfect Packet.

    1. Check Your Email for the Aurora Invite

    After onboarding, look for an email from Aurora Solar in your inbox. This message includes your invitation link to join your organization’s workspace.

    Notes:

    • If you don’t see the email, check your spam or promotions folder.

    • The invite link may expire after a set period — request a new one from your Mayer contact if needed.

    2. Activate Your Account

    Click the activation link in the email to set up your Aurora account. You’ll be prompted to create a password and confirm your details.

    3. Log In to Aurora

    Once your account is activated, log in using your new credentials.

    4. Access Your Organization’s Workspace

    You’ll have access to your organization’s Aurora dashboard. From here, you can create new projects, edit existing ones, and collaborate with your team.

    Quick Tip

    Bookmark the Aurora login page for easy access in the future. You can also enable two-factor authentication for added security in your account settings.

  • Lender Cheat Sheet

  • Lender Cheat Sheet

    The Lender Cheat Sheet provides a complete overview of approved loan and TPO programs across all available lenders. Use this reference to confirm program availability by state, credit score requirements, system size limits, and other eligibility criteria before submitting your packet.

    Lender & Program Reference

    Toggle between Loan & PPA, then choose availability, key requirements, or proposal tools.

    Lender Availability — Loan Programs
    State Sungage Loan Goodleap Loan Enfin Loan Concert Finance Climate First Bank
    Texas ✅ ✅ ✅ ✅ ✅
    Oklahoma ✅ ✅ ✅ ✅ ✅
    Louisiana ✅ ✅ ✅ ✅ ✅
    Alabama ✅ ✅ ✅ ✅ ✅
    Missouri ✅ ✅ ✅ ✅ ✅

    Notes

    • Program eligibility may vary by state, property type, or loan product.
    • For Climate First Bank, credit must be run through the Finance Portal — all other lenders allow credit checks directly through the proposal tool.

    • Contact your Mayer representative if you have questions about lender availability or terms.

    • Lenders that allow mobile homes typically require:

      • Permanent foundation (block and strap not accepted)

      • Residential zoning

      • Owner-occupied and roof ownership
  • Product Offerings

  • Product Offerings

    Mayer provides flexible solar programs designed to fit a wide range of homeowner needs and financing preferences. Compare Panels, Inverters, and Batteries across different loan and PPA options to select the best setup for your customer. Each program below includes a compact table for quick reference.

    Notes

    • PPA options may vary depending on whether the system size is above or below 8 kW.

    • Specific panels, inverters, and batteries may differ by region and stock.

    Offerings By Lender

    Switch between Loan & PPA to see default panel, inverter, and battery packages.

    Loan Product Offerings
    Lender Offering Panel Inverter Battery
    Enfin With Battery Qcells 430 (Included) Tesla / Qcell
    Enfin Without Battery Qcells 430 (Included) —
    Sungage With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
    Sungage Without Battery Trina 445 Enphase IQ8+ —
    Goodleap With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
    Goodleap Without Battery Trina 445 Enphase IQ8+ —
    Concert Finance With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
    Concert Finance Without Battery Trina 445 Enphase IQ8+ —
    Climate First Bank With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
    Climate First Bank Without Battery Trina 445 Enphase IQ8+ —
  • building accurate designs

  • Building Accurate Designs

    When building your system in Aurora, it’s essential that the design accurately reflects real site conditions and remains within Mayer’s design tolerance.
    If your design falls outside tolerance, the project will be placed on hold until the necessary corrections are made.

    The goal is to prevent change orders and keep your project moving smoothly through design, engineering, and permitting.

    LIDAR Must Be Turned On

    Make sure LIDAR (Light Detection and Ranging) is enabled in Aurora.

    LIDAR creates a 3D surface map that simulates shading from nearby objects. If it’s turned off, Aurora will treat the roof as fully exposed to sunlight — which can lead to inaccurate production estimates and design rejections.

    Fire Setback Regulations

    Setbacks are clear spaces around roof ridges, hips, and edges that allow safe firefighter access. Panels placed too close to these boundaries will need to be redesigned or shifted, delaying approval.

    Trees and Obstructions

    Avoid placing panels where trees, chimneys, or other obstructions will cast significant shading throughout the day. Even partial shading can reduce system performance and push the design out of compliance.

    Roof Height and Surroundings

    Take into account the height of the home and nearby structures.

    For example, if a single-story home is next to a taller, two-story house, that neighboring structure may block sunlight during peak hours.
    In such cases, reposition panels to a roof plane with better solar exposure.

    ⚠️ Out-of-Tolerance Designs

    Your project may be flagged as out of tolerance if:

    • Panels are placed in shaded or obstructed areas

    • Fire setbacks are violated

    • LIDAR is turned off or shading is inaccurate

    • Design significantly differs from actual site conditions

    When this occurs, the project will be paused until updated, compliant designs are submitted.

  • Site Survey Submission

  • Site Survey Submission

    The site survey ensures Mayer’s design and engineering teams have all the details needed to prepare accurate plans and move your project forward.

    1. Access Your Organization’s Site Survey Link

    Open your organization’s custom site survey form using the link provided by your Mayer contact:

    🔗 https://sitesurvey.mayersolar.com/yourcompany

    (Replace “yourcompany” with your organization’s assigned name in the URL.)

    2. Enter Customer Information

    Provide the customer’s name and installation address exactly as listed on the signed agreement or proposal.

    3. Select Installation Type

    Choose whether the system is Roof Mount or Ground Mount.

    This determines design parameters and racking specifications.

    4. Complete Electrical Panel Information

    Fill out all questions and upload required photos:

    • Panel location (outside, garage, or inside)

    • Surrounding area (2–3 wide shots)

    • Inside breakers (cover open)

    • Main panel label (inside door)

    • Main breaker (cover on)

    • Utility meter (close-up and pulled back)

    • Also indicate if the home has a sub panel, generator, or existing system

    5. Fill Out Solrite Information

    Mark Yes or No depending on whether this is a Solrite deal. This directs the project to the correct internal workflow.

    6. Complete Home Information

    • Upload photos showing all sides of the home:

      • Front, back, left, and right sides

      • Front mail number or address

      • Clear photo of the utility bill

    Also note whether there’s an HOA, if Wi-Fi is available, and add any extra comments relevant to the installation.

    7. Submit the Form

    After reviewing all entries and uploads, scroll to the bottom and click the Submit button.

    Notes

    • Only submit one form per project.

    • Missing or unclear photos can delay design and permitting.

    • If you encounter issues accessing your link, contact your Mayer representative for support.

  • Main Panel Upgrade

  • Main Panel Upgrade

    A Main Panel Upgrade (MPU) may be required when a home’s existing electrical panel isn’t capable of supporting the additional load from a solar system or battery. Identifying a potential MPU  early helps prevent delays during design, permitting, or installation.

    ⚡ What Is an MPU?

    An MPU involves replacing or upgrading the home’s main electrical service panel — typically increasing its amperage capacity (for example, from 100A to 200A) or updating outdated components to meet code and safety requirements.

    This ensures the solar system can safely integrate with the home’s electrical infrastructure.

    What to Look Out For

    Check the following during the site survey or walkthrough:

    • Panel Amperage Rating – Panels rated at 100 amps or lower often require an upgrade.

    • No Main Breaker Present – If the main panel doesn’t have a visible main disconnect breaker, an MPU is typically required.

    • Panel Location – Panels located in closets, bedrooms, or interior spaces usually need to be relocated to an exterior, code-compliant location.

    • Full or Overcrowded Panel – If there are no available breaker spaces, or double-tapped breakers, the system may not have room for solar backfeed.

    • Age and Condition – Panels showing rust, corrosion, obsolete brands (e.g., Zinsco, Federal Pacific), or non-grounded wiring often warrant replacement.

    Example Scenario

    The existing panel is a 100A main panel with no main breaker and no open breaker spaces.

    👉  This setup would require a 200A Main Panel Upgrade (MPU) before proceeding with installation.

    Next Steps

    If you identify potential MPU conditions:

    1. Document the panel with clear photos in your site survey form (full panel view, main breaker label, and bus rating).

    2. Note “Possible MPU” in the comments section.

    3. Mayer’s engineering team will confirm if an MPU is required during project review.

    Notes

    • MPU requirements can affect project pricing and timeline.

    • If in doubt, consult your Mayer contact before submitting the site survey.

  • Product Spec Sheets

  • Product Spec Sheets

    Trina 445
    Qcell 430
    Tesla Powerwall 3
    Qcell 410
    Enphase IQ8
    Enphase 5P
    Aptos 440
    Duracell D350
    sonnenCore+
  • Commission Calculator

  • Commission Calculator

    The Commission Calculator allows sales reps to quickly estimate contract totals and projected commissions based on system size, adders, and pricing inputs. Use this tool before sending a proposal to ensure the deal meets your target margins.

    Enter Deal Details

    Switch between PPA & Loan · Auto-updates as you type

    PPA Deal Inputs
    Commission
    $0.00

    • System Size (kW) – total AC or DC size used for pricing calculations

    • Adders Cost ($) – total dollar amount of adders (roof work, MPU, etc.)

    • Adders Cost (Per Watt) – adders billed on a per-watt basis

    • Install PPW – the installation price per watt

    • Redline PPW – your assigned base pricing threshold

    Notes

    • Make sure all numbers are accurate before calculating. Even small changes in system size or adders can significantly affect the contract amount.

    • This calculator is for internal sales guidance only and does not replace lender-approved pricing tools.

Perfect Packet Guide

A Perfect Packet means every part of your customer’s project is complete, accurate, and ready to move smoothly through the next stages. Each step ensures that your project can be processed without delays or follow-ups from the Mayer team.

Below is the checklist of everything that constitutes a Perfect Packet.

1. Signed Lender Document

All financing paperwork should be fully completed and signed by both the homeowner and the lender.

Notes:

  • Make sure all pages are signed and finalized.

  • The lender confirmation should reflect the approved loan terms and homeowner details.

2. Signed Install Agreement (IA)

The installation agreement must be signed by the homeowner and sales org, confirming the project scope and pricing.

Notes:

  • Double-check that the homeowner’s name and address match the lender docs.

  • Ensure the system size and price are consistent across all documents.

3. Lender Welcome Call

The homeowner must complete the lender’s welcome call before the project can move forward.

Notes:

  • This call verifies the homeowner’s understanding of loan terms.

  • Make sure the homeowner knows to expect this step early in the process.

4. Mayer Welcome Call

After the lender’s call, the homeowner will complete the Mayer welcome call to review project expectations.

Notes:

  • This helps confirm contact information and project understanding.

  • Remind homeowners to answer calls from the Mayer team to avoid scheduling delays.

5. Completed Site Survey Form

The site survey form must be filled out in full, including all required photos and answers to site-specific questions.

Notes:

  • Use the Mayer site survey link provided for each project.

  • Incomplete surveys can cause delays in design and permitting.

6. Utility Bill (All Pages)

Provide a clear image or PDF of the homeowner’s full utility bill — including all pages, front and back where applicable.

Notes:

  • The bill should show the homeowner’s name, address, and utility account number.

  • Make sure the document is legible and current (within the past 12 months).

Recommended Additions

These items aren’t mandatory, but including them helps ensure a smoother approval process:

  • Photo of Homeowner ID – Helps confirm identity and streamline financing verification.

  • Additional Notes or Relevant Info – Any details that may affect design, access, or scheduling (e.g., roof updates, preferred contact times, health considerations).

Final Check

Before submitting a project, review your packet using this list. A complete and accurate packet prevents back-and-forth communication and keeps your installs moving quickly through approval and scheduling.

Login To Aurora Solar

Once your organization has been onboarded, you’ll receive an invitation email from Aurora Solar to set up your account. Follow the steps below to activate your access and start creating projects under your organization.

Below is the checklist of everything that constitutes a Perfect Packet.

1. Check Your Email for the Aurora Invite

After onboarding, look for an email from Aurora Solar in your inbox. This message includes your invitation link to join your organization’s workspace.

Notes:

  • If you don’t see the email, check your spam or promotions folder.

  • The invite link may expire after a set period — request a new one from your Mayer contact if needed.

2. Activate Your Account

Click the activation link in the email to set up your Aurora account. You’ll be prompted to create a password and confirm your details.

3. Log In to Aurora

Once your account is activated, log in using your new credentials.

4. Access Your Organization’s Workspace

You’ll have access to your organization’s Aurora dashboard. From here, you can create new projects, edit existing ones, and collaborate with your team.

Quick Tip

Bookmark the Aurora login page for easy access in the future. You can also enable two-factor authentication for added security in your account settings.

Lender Cheat Sheet

The Lender Cheat Sheet provides a complete overview of approved loan and TPO programs across all available lenders. Use this reference to confirm program availability by state, credit score requirements, system size limits, and other eligibility criteria before submitting your packet.

Lender & Program Reference

Toggle between Loan & PPA, then choose availability, key requirements, or proposal tools.

Lender Availability — Loan Programs
State Sungage Loan Goodleap Loan Enfin Loan Concert Finance Climate First Bank
Texas ✅ ✅ ✅ ✅ ✅
Oklahoma ✅ ✅ ✅ ✅ ✅
Louisiana ✅ ✅ ✅ ✅ ✅
Alabama ✅ ✅ ✅ ✅ ✅
Missouri ✅ ✅ ✅ ✅ ✅

Notes

  • Program eligibility may vary by state, property type, or loan product.
  • For Climate First Bank, credit must be run through the Finance Portal — all other lenders allow credit checks directly through the proposal tool.

  • Contact your Mayer representative if you have questions about lender availability or terms.

  • Lenders that allow mobile homes typically require:

    • Permanent foundation (block and strap not accepted)

    • Residential zoning

    • Owner-occupied and roof ownership

Product Offerings

Mayer provides flexible solar programs designed to fit a wide range of homeowner needs and financing preferences. Compare Panels, Inverters, and Batteries across different loan and PPA options to select the best setup for your customer. Each program below includes a compact table for quick reference.

Notes

  • PPA options may vary depending on whether the system size is above or below 8 kW.

  • Specific panels, inverters, and batteries may differ by region and stock.

Offerings By Lender

Switch between Loan & PPA to see default panel, inverter, and battery packages.

Loan Product Offerings
Lender Offering Panel Inverter Battery
Enfin With Battery Qcells 430 (Included) Tesla / Qcell
Enfin Without Battery Qcells 430 (Included) —
Sungage With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
Sungage Without Battery Trina 445 Enphase IQ8+ —
Goodleap With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
Goodleap Without Battery Trina 445 Enphase IQ8+ —
Concert Finance With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
Concert Finance Without Battery Trina 445 Enphase IQ8+ —
Climate First Bank With Battery Trina 445 Match w/ Battery Tesla, Qcells, Enphase
Climate First Bank Without Battery Trina 445 Enphase IQ8+ —

Building Accurate Designs

When building your system in Aurora, it’s essential that the design accurately reflects real site conditions and remains within Mayer’s design tolerance.
If your design falls outside tolerance, the project will be placed on hold until the necessary corrections are made.

The goal is to prevent change orders and keep your project moving smoothly through design, engineering, and permitting.

LIDAR Must Be Turned On

Make sure LIDAR (Light Detection and Ranging) is enabled in Aurora.

LIDAR creates a 3D surface map that simulates shading from nearby objects. If it’s turned off, Aurora will treat the roof as fully exposed to sunlight — which can lead to inaccurate production estimates and design rejections.

Fire Setback Regulations

Setbacks are clear spaces around roof ridges, hips, and edges that allow safe firefighter access. Panels placed too close to these boundaries will need to be redesigned or shifted, delaying approval.

Trees and Obstructions

Avoid placing panels where trees, chimneys, or other obstructions will cast significant shading throughout the day. Even partial shading can reduce system performance and push the design out of compliance.

Roof Height and Surroundings

Take into account the height of the home and nearby structures.

For example, if a single-story home is next to a taller, two-story house, that neighboring structure may block sunlight during peak hours.
In such cases, reposition panels to a roof plane with better solar exposure.

⚠️ Out-of-Tolerance Designs

Your project may be flagged as out of tolerance if:

  • Panels are placed in shaded or obstructed areas

  • Fire setbacks are violated

  • LIDAR is turned off or shading is inaccurate

  • Design significantly differs from actual site conditions

When this occurs, the project will be paused until updated, compliant designs are submitted.

Site Survey Submission

The site survey ensures Mayer’s design and engineering teams have all the details needed to prepare accurate plans and move your project forward.

1. Access Your Organization’s Site Survey Link

Open your organization’s custom site survey form using the link provided by your Mayer contact:

🔗 https://sitesurvey.mayersolar.com/yourcompany

(Replace “yourcompany” with your organization’s assigned name in the URL.)

2. Enter Customer Information

Provide the customer’s name and installation address exactly as listed on the signed agreement or proposal.

3. Select Installation Type

Choose whether the system is Roof Mount or Ground Mount.

This determines design parameters and racking specifications.

4. Complete Electrical Panel Information

Fill out all questions and upload required photos:

  • Panel location (outside, garage, or inside)

  • Surrounding area (2–3 wide shots)

  • Inside breakers (cover open)

  • Main panel label (inside door)

  • Main breaker (cover on)

  • Utility meter (close-up and pulled back)

  • Also indicate if the home has a sub panel, generator, or existing system

5. Fill Out Solrite Information

Mark Yes or No depending on whether this is a Solrite deal. This directs the project to the correct internal workflow.

6. Complete Home Information

  • Upload photos showing all sides of the home:

    • Front, back, left, and right sides

    • Front mail number or address

    • Clear photo of the utility bill

Also note whether there’s an HOA, if Wi-Fi is available, and add any extra comments relevant to the installation.

7. Submit the Form

After reviewing all entries and uploads, scroll to the bottom and click the Submit button.

Notes

  • Only submit one form per project.

  • Missing or unclear photos can delay design and permitting.

  • If you encounter issues accessing your link, contact your Mayer representative for support.

Main Panel Upgrade

A Main Panel Upgrade (MPU) may be required when a home’s existing electrical panel isn’t capable of supporting the additional load from a solar system or battery. Identifying a potential MPU  early helps prevent delays during design, permitting, or installation.

⚡ What Is an MPU?

An MPU involves replacing or upgrading the home’s main electrical service panel — typically increasing its amperage capacity (for example, from 100A to 200A) or updating outdated components to meet code and safety requirements.

This ensures the solar system can safely integrate with the home’s electrical infrastructure.

What to Look Out For

Check the following during the site survey or walkthrough:

  • Panel Amperage Rating – Panels rated at 100 amps or lower often require an upgrade.

  • No Main Breaker Present – If the main panel doesn’t have a visible main disconnect breaker, an MPU is typically required.

  • Panel Location – Panels located in closets, bedrooms, or interior spaces usually need to be relocated to an exterior, code-compliant location.

  • Full or Overcrowded Panel – If there are no available breaker spaces, or double-tapped breakers, the system may not have room for solar backfeed.

  • Age and Condition – Panels showing rust, corrosion, obsolete brands (e.g., Zinsco, Federal Pacific), or non-grounded wiring often warrant replacement.

Example Scenario

The existing panel is a 100A main panel with no main breaker and no open breaker spaces.

👉  This setup would require a 200A Main Panel Upgrade (MPU) before proceeding with installation.

Next Steps

If you identify potential MPU conditions:

  1. Document the panel with clear photos in your site survey form (full panel view, main breaker label, and bus rating).

  2. Note “Possible MPU” in the comments section.

  3. Mayer’s engineering team will confirm if an MPU is required during project review.

Notes

  • MPU requirements can affect project pricing and timeline.

  • If in doubt, consult your Mayer contact before submitting the site survey.

Product Spec Sheets

Trina 445
Qcell 430
Tesla Powerwall 3
Qcell 410
Enphase IQ8
Enphase 5P
Aptos 440
Duracell D350
sonnenCore+

Commission Calculator

The Commission Calculator allows sales reps to quickly estimate contract totals and projected commissions based on system size, adders, and pricing inputs. Use this tool before sending a proposal to ensure the deal meets your target margins.

Enter Deal Details

Switch between PPA & Loan · Auto-updates as you type

PPA Deal Inputs
Commission
$0.00

  • System Size (kW) – total AC or DC size used for pricing calculations

  • Adders Cost ($) – total dollar amount of adders (roof work, MPU, etc.)

  • Adders Cost (Per Watt) – adders billed on a per-watt basis

  • Install PPW – the installation price per watt

  • Redline PPW – your assigned base pricing threshold

Notes

  • Make sure all numbers are accurate before calculating. Even small changes in system size or adders can significantly affect the contract amount.

  • This calculator is for internal sales guidance only and does not replace lender-approved pricing tools.

© 2025 Mayer Solar LLC. All Rights Reserved.