When a customer lands under the financing floor, the deal usually dies at the kitchen table. ScoreToClose reads their credit file, ranks the programs they can reach, and gives your rep a dashboard that says the moment they’re ready to pre-qualify.
30s
To refer a customer
0
Credit fields typed by hand
$0
For reps and customers
Ranked programs
Lease / PPA
Min 600
Solar loanFastest path
Min 640
HELOC
Min 680
85,000+
Homes powered by ION Solar
A+
BBB accredited
13
States served
2013
Founded in Provo, UT
The gap
Most customers who land under the floor can qualify within months. Nobody owns the gap between “declined today” and “approvable in March.” Now your rep does.
Where a declined lead goes
Illustration
Solar programs underwrite to a minimum score. Below it, the application is declined no matter how strong the roof or the savings projection.
A decline ends the conversation. Nothing tracks the customer afterward, so there’s no trigger when their file improves.
By the time they can finance, another installer has the signature. The survey and proposal you paid for close for someone else.
How it works
Nobody types in a balance, a limit, or a score. The customer uploads their own report and the platform reads it.
01 · Your rep
Name and contact from the ION Solar form. The customer gets a personal invitation with your rep’s name on it.
02 · Customer
The customer confirms their own signup and ticks an explicit consent box to share progress with the rep. Revocable anytime.
03 · Platform
PDF or screenshot, read into tradelines. The engine scores each program, ranks the fastest path, and writes a point-valued plan.
04 · Your rep
Stage changes flow to the rep dashboard. The moment the customer crosses the floor, the rep hears about it first.
Your reps, in control
We train your reps to take a declined customer from referral to signature. The analysis runs underneath, so the rep can stay on the relationship.
Confirm the customer accepted the invite and uploaded their report.
Have them open their plan and walk it together. Cheapest, highest-point move first.
Acknowledge the progress, point to the next action, keep the proposal alive.
Call the same day. Run the soft-pull pre-qualification on the top-ranked program.
The signature stays with the rep who started the conversation.
ION Solar · Rep dashboard
Your referred customers
5
Referred
2
Building
0
Ready
1
Closed
Priya Patel
Richmond, VA
554
David Kim
Denver, CO
570 → 596 +26
Ana Reyes
Austin, TX
592 → 612 +20
Lena Ortiz
Albuquerque, NM
600 → 642 +42
Tom Becker
Columbus, OH
590 → 655 +65
Reps see
Score progress, stage, last contact, and a shared message thread.
Reps never see
SSNs, account numbers, or tradeline detail. Scoped by an explicit field list.
What your reps get
A branded page at scoretoclose.com/refer/your-name. The customer sees the rep’s name and ION Solar.
scoretoclose.com/refer/jordan-reyes
Every referred customer’s score, stage, and last contact in one place.
An email the moment a customer crosses the floor for their program.
The customer’s qualification and progress reports, print-ready in one click.
Lease, PPA, solar loan, or HELOC, each with its own score estimate and fastest path.
Every ION Solar rep in every state gets the same engine, tuned to the financing available where they sell.
Enter your customer’s info and we’ll email them a personal invitation with your name on it. You’ll see when they sign up, when they consent, and the moment they’re ready to pre-qualify.
No contracts. Free for your customers and free for your reps.
Enter your customer’s info. We’ll email them a personalized invitation to get solar-ready — and you’ll see when they sign up and grant consent.