Create a new qualification application

Creates a new solar financing qualification application for a customer.

Business Context: This is the first step in the solar financing workflow. The application collects customer demographic and contact information needed for credit qualification.

Required Information:

  • Primary applicant details (name, address, contact, SSN last 4 digits)
  • Product and agreement type for the solar installation
  • Sales team assignment (dealer, installer, sales rep)
  • Customer consents for credit checks and terms

Optional Information:

  • Co-applicant details (joint applications for better qualification)
  • External identifiers for integration with your systems
  • Reference ID (e.g., proposal or quote ID)

Next Steps: After creation, applications start in open status. You must call the submit endpoint before running qualification checks.

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