One of the benefits of being in a relatively young and evolving industry is that we can learn from more established industries and apply those lessons to our own processes.
The mortgage industry is a great place to look for guidance. Here are four key takeaways that solar companies can put in practice to increase automation and streamline their efforts:
Disciplined processes. The most successful mortgage companies have extremely defined origination and underwriting processes in place. Each person in the process has a specific role and they only do the tasks assigned to that role. There’s no ambiguity or uncertainty around what each person’s tasks are to move the application towards closure.