Information & Sales Tools for Approved Contractors
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Sales Tools and Forms for Approved Contractors
Approved Contractors can download the Acrobat pdf tools and forms below by clicking on the image. Please contact Shawna Hoffman, Program Manager shoffman@afcfirst.com for larger quantities of printed forms or additional assistance - call 888-232-3477 Option 4.
Need to speak to someone about sales training, contact Ken Yeager, Director of Sales or Bob Groegler, Business Development Manager for Connecticut. Contact information can be found here.
Additional marketing material will be available shortly.
EnergyLoan HES Muni
Residential Financing
Brochure
This tri-fold brochure is great for sales presentations, trade shows or mailings. You can download and print yourself or contact us for a complimentary supply.
CLICK HERE TO DOWNLOAD NEW BROCHURE
Specification Sheet
The contractor must supply a fully completed and signed completion certificate along with the customer estimate/proposal. Please fax to (610) 433-7488 or email to the underwriter you have been working with. You can download the form below.
Step by Step Financing Process
The "Standard" Process - Driven from an Home Energy Savings Assessment
- Customer’s Home Energy Savings assessment is completed
- Customer gets estimate from an Approved Contractor for work recommended by Home Energy Solutions assessment and is informed about financing options by contractor
- Customer applies for financing on-line or by calling AFC First at (888) 232-3477.
- Conditional financing approval is issued and AFC First informs customer and contractor
- Contractor submits Specification Sheet and signed customer Proposal/Estimate to AFC
- Customer submits any required info to AFC
- AFC reviews loan approval and terms with customer and sends loan docs to customer or to contractor for delivery to customer (email or mail)
- Contractor completes work and submits customer signed completion certificate to AFC
- AFC obtains verbal confirmation from customer
- Upon satisfactory completion and receipt of signed loan docs, contractor is paid directly (ACH or check same day)
- Customer receives first monthly statement from AFC loan servicer with first payment due 30 days from date AFC payment was made to contractor
What Happens in an Emergency Situation When Home Energy Savings Assessment Has Not Yet Been Performed?
- Same process as “Standard” (Approved Contractor, improvements must qualify etc)
- Customer must have Home Energy Savings assessment completed within 2 weeks.
- Contractor will be paid upon completion of Home Energy Savings Assessment
How to Confirm Qualifying Improvements
The Approved Contractor is responsible for providing verification of qualifying equipment.
You may find the detailed information on qualifying makes and model by following the links below. If you need assistance in navigating the sites, please contact us at (888) 232-3477. Information may also be available from your manufacturer or distributor.
BOILERS |
Please provide us with a printout from energystar.gov which confirms your installation is a qualifying make and model under Connecticut EnergyLoan standards.
Can be found under "Find a Product" at:
BOILERS at energystar.gov |
FURNACES |
Please provide us with a printout from energystar.gov which confirms your installation is a qualifying make and model under Connecticut EnergyLoan standards.
Can be found under "Find a Product" at:
FURNACES at energystar.gov
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CENTRAL AIR
HEAT PUMPS
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Please provide us with a printout from CEE/AHRI which confirms your installation is a qualifying make and model under Connecticut EnergyLoan standards.
Can be found at:
CENTRAL AIR, HEAT PUMPS at CEE/AHRI Database |
GEOTHERMAL
|
Please provide us with a printout from CEE/AHRI which confirms your installation is a qualifying make and model under Connecticut EnergyLoan standards.
Can be found at under "Find a Product" at"
GEOTHERMAL at energystar.gov |
WATER HEATERS |
Please provide us with a printout from energystar.gov which confirms your installation is a qualifying make and model under Connecticut EnergyLoan standards.
Can be found under "Find a Product" at:
WATER HEATERS at energystar.gov (Solar Thermal Not Applicable under Connecticut EnergyLoan, eligible under Standard EnergyLoan) |
WINDOWS
|
Please provide us a copy of the NFRC label (U factor .35 or less) which confirms your installation is a qualifying make and model. This label is available from your manufacturer or can be found using the NFRC website:
WINDOWS AND DOORS at nfrc.org |
AIR SEALING
INSULATION |
Please Provide us with a Certification from the Contractor (on the customer’s contract or in a separate letter) that the house has been air sealed to Home Energy Solutions recommendations and that insulation levels meet Home Energy Solutions program guidelines.
AIR SEALING AND INSULATION at energystar.gov |
OTHER IMPROVEMENTS
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Contact AFC First for requirements. |
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