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Contractors


|    Benefits   |    Minimum Requirements   |
|    To Apply   |    Forms   |    Log-in   |

Contractors and equipment distributors can now offer a special financing program to homeowners who are installing certain energy efficient measures.

Qualified energy efficient improvements include:

  • Furnaces and Central Air Conditioning
  • Heat Pumps
  • Water Heaters
  • Insulation
  • Replacement Windows and Doors
  • Siding and Roofing
  • ENERGY STAR® qualified appliances
  • Lighting and Fans
  • and many others
In addition, EFS can finance any associated costs connected with the above measures. This includes duct work, electrical upgrades, energy ratings, and service warranties.

NOTE: Be sure to review your sponsor's loan program to get additional information on the efficiency requirements for each measure installed (ie SEER, AFUE, etc.).

Benefits

There are many benefits to participating contractors, including:

  • Ability to close more sales.
  • Payment made directly to the contractor upon completion of work. Payment can be made by direct transfer of funds to contractor's bank account, or by check.
  • Potential for additional business. Once on the participating contractors list, the contractors name will be distributed to potential customers who live in the contractor's service territory.
  • There are no sign up fees to the contractor or customer.

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Minimum Requirements

All work financed with an energy loan must be installed by a participating contractor. The requirements for participation are easy to meet. Contractors must:

  • Be in business for at least one year.
  • Possess all necessary licenses and permits.
  • Carry $1 million in general liability insurance; worker's compensation as required by law.
  • Maintain a "Satisfactory" rating or no rating with the Better Business Bureau.

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To Apply

To become a participating contractor, please review and complete the following documents:

Submit the signed Contractor Application, Contractor Participation Agreement, and IRS W9 Form along with a certificate of insurance evidencing the necessary insurance coverage requirements to:

Energy Finance Solutions
Attn: Nancy O'Brien
431 Charmany Drive
Madison, WI 53719
or send by fax to 608-249-5788

Once all contractor application forms (including Certificate of Insurance) have been reviewed by EFS (usually within 48 hours of receipt), you will be notified of the decision. Approved contractors will be mailed a supply of application forms and may immediately begin offering the loan program to potential customers.

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Forms

This page is intended for EFS Contractors. It will be updated periodically with resources and forms for your use. The forms are available in a pdf format. Just click on the links below to download

Questions?
Please contact Nancy O'Brien via email or by calling: (800) 969-9322 ext 237.

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Log-in

Participating contractors can click here to download customer's credit agreement. You must have a password to access this information. If you do not have a password, please contact an EFS Loan Specialist.


Log-in Here
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