Solar Installer

Blueprint Solar Loan Application Guide

Welcome to the official resource page for registered Clean Energy Credit Union Solar Installers

This comprehensive guide provides step-by-step instructions for utilizing the Blueprint loan origination platform. Use this portal to efficiently and accurately submit solar loan applications on behalf of your customers, accelerating their transition to clean energy.

Whether your company is newly registered or you are a new user, please review the complete instructions below before submitting your first application to ensure a smooth and successful process.

If your company is newly registered or you’re a new user, please review all the steps below before submitting your first application.

Blueprint Platform Guide for Clean Energy Credit Union Solar Installers

Clean Energy Credit Union uses Blueprint, a third-party platform, to process and manage all solar loan applications. As a registered dealer, you’ll use Blueprint to:

Create new loan applications for your customers

Upload required documentation (contracts, quotes, permits, etc.)

Track loan progress and funding status

Communicate with our loan team through the portal

Setting Up Your Blueprint Account

If you’re logging in for the first time, you’ll need to request a user account. Once approved, you’ll receive an email invitation with a unique login link to the Blueprint portal. This video will show you how to set up your Blueprint user account and authenticate your account.

Password requirements:

Minimum length 12 characters
At least one uppercase letter
At least one lowercase letter
At least one number
At least one special character

If you experience issues during setup:

Request a New User Account

Request

Login Instructions

Blueprint Instructions

Request Password Reset

Request

Submitting a Loan Application

If you are new to joining our registered installer program, please familiarize yourself with our process. Below are some training videos and documents to help you set up your Blueprint Account (Loan Origination Portal). These resources also show you from start to finish, how to begin a loan with Clean Energy Credit Union.

Please start by watching this one-hour training webinar.

Registered Dealer Training Video

A walkthrough of the installer portal starts at the 34-minute mark.
There are “chapter” markers to help you find sections of the video on various topics.
Rates, terms, fees, document requirements, and other details are subject to change and may currently be different from what’s shown in the training video.

Here are additional Blueprint Videos:

Contractor Instructions

Please bookmark and read through the entire document. Our contractor instructions are vital to your understanding of how we work, our processes, requirements, expectations, etc.

View Contractor Instructions and Info Packet (PDF)

Review Clean Energy CU’s full process for project approval, documentation, and funding timelines.
Learn when and how payments are issued for solar installations.
Find all required forms, examples, and contact information in one place.

How to Check Conversations in our Blueprint Portal

A gif showing how to check conversations in our blueprint portal.

Project Completion & Funding

After the project installation is complete:

Upload a signed Affidavit for Project Completion.

Confirm all documents are finalized in the application.

Submit for final review and disbursement.

Next Steps & Helpful Links

Whether you’re setting up your account, guiding your customers, or reviewing loan options, we’ve organized everything you need. Choose the path that fits your needs:

Customer Resources

View Solar Loan Resources

Solar Products & Rates

Products & Rates