become an approved energyloan ... - progress-energy.com · efficiency home improvements.” afc...

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Become an Approved EnergyLoan Contractor/Dealer Use EnergyLoan ® Financing to Increase Your Sales of High Efficiency Home Improvements SPECIAL ENERGY HOME IMPROVEMENT FINANCING PLAN FROM ENERGYLOAN ® & PROGRESS ENERGY HVAC & Home Services contractors can offer your residential customers the industry’s premier fixed rate monthly payment plan, specifically designed for energy efficient home improvements which also eligible for rebates form Progress Energy as well as many other energy-saving improvements. (You must also be a Progress Energy Pre-Approved HEIP Contractor.) The AFC First EnergyLoan® program, available only for work performed by Approved EnergyLoan® Contractors, is a fast and simple, preferred rate, low monthly payment plan for most types of energy related improvements. Customers of Approved EnergyLoan Contractor/Dealers in the Home Services, HVAC, Energy, Remodeling and Plumbing industries can use the EnergyLoan program for installed equipment and related services 100 % FINANCING ON A WIDE VARIETY OF IMPROVEMENTS Qualifying Progress Energy HEIP Improvements (Also Eligible for Progress Energy Rebate) High Efficiency Heat Pumps High Efficiency Central Air Conditioning Geothermal Heat Pumps Energy Efficient Windows Attic Insulation, Duct Sealing & Repairs Other Financeable Improvements (Not Eligible for Progress Energy Rebate) Most Types of Heating & Cooling Systems, Water Heaters and Conditioning Most Types of Windows, Doors, Siding, Roofing and Insulation Other Qualifying Energy-Saving Improvements including Solar PV and Solar Hot Water Special EnergyLoan ® Features Fast, Preferred Rate Unsecured Financing From $2,500 to $20,000 100% Financing Available Low Fixed Rate, Fixed Monthly Payments. No Lien Filed on Your Home No Home Equity Required New Homeowners OK No Points, Fees or Closing Costs Up to 10 Years to Repay No Penalty for Prepayment Work must be done by an Approved Contactor “Affordability is one of the greatest hurdles that consumers face when deciding to purchase higher efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through a network off over 2,000 Approved contractors, utilities and manufacturers. It is one of three Fannie Mae Energy Lenders in the US. The EnergyLoan® name and logo are registered marks of AFC First. (888) 232-3477 F AX (610) 433-7488 energyloan.net afcfirst.com

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Page 1: Become an Approved EnergyLoan ... - progress-energy.com · efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through

Become an Approved EnergyLoan Contractor/Dealer

Use EnergyLoan® Financing to Increase Your Sales of High Efficiency Home Improvements

SPECIAL ENERGY

HOME IMPROVEMENT

FINANCING PLAN

FROM ENERGYLOAN®

& PROGRESS ENERGY

HVAC & Home Services contractors can offer your residential customers the industry’s premier fixed rate monthly payment plan, specifically designed for energy efficient home improvements which also eligible for rebates form Progress Energy as well as many other energy-saving improvements. (You must also be a Progress Energy Pre-Approved HEIP Contractor.) The AFC First EnergyLoan® program, available only for work performed by Approved EnergyLoan® Contractors, is a fast and simple, preferred rate, low monthly payment plan for most types of energy related improvements.

Customers of Approved EnergyLoan Contractor/Dealers in the Home Services, HVAC, Energy, Remodeling and Plumbing industries can use the EnergyLoan program for installed equipment and related services

100 % FINANCING ON A WIDE VARIETY OF IMPROVEMENTS

Qualifying Progress Energy HEIP Improvements (Also Eligible for Progress Energy Rebate)

High Efficiency Heat Pumps High Efficiency Central Air Conditioning Geothermal Heat Pumps Energy Efficient Windows Attic Insulation, Duct Sealing & Repairs

Other Financeable Improvements (Not Eligible for Progress Energy Rebate)

Most Types of Heating & Cooling Systems, Water Heaters and Conditioning

Most Types of Windows, Doors, Siding, Roofing and Insulation

Other Qualifying Energy-Saving Improvements including Solar PV and Solar Hot Water

Special EnergyLoan® Features

Fast, Preferred Rate Unsecured Financing From $2,500 to $20,000 100% Financing Available Low Fixed Rate, Fixed Monthly Payments. No Lien Filed on Your Home No Home Equity Required

New Homeowners OK No Points, Fees or Closing Costs Up to 10 Years to Repay No Penalty for Prepayment Work must be done by an Approved

Contactor

“Affordability is one of the greatest hurdles that consumers face when

deciding to purchase higher efficiency home improvements.”

AFC First, founded in 1947, provides energy efficiency financing in twenty states the through a network off over 2,000 Approved

contractors, utilities and manufacturers. It is one of three Fannie Mae Energy Lenders in the US. The EnergyLoan® name and logo are

registered marks of AFC First.

(888) 232-3477 F AX (610) 433-7488 energyloan.net afcfirst.com

Page 2: Become an Approved EnergyLoan ... - progress-energy.com · efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through

Approved Contractors for the AFC EnergyLoan program are generally well established leaders in their regional markets. A high quality of work, a commitment to customer service, financial stability and personal integrity are the characteristics we value in an Approved Contractor/Dealer. EnergyLoan Approved Contractor Standards for the Progress Energy Program Must be a Progress Energy Pre-Approved HEIP Contractor Minimum 3 Years in Business, history of financial stability and evidence of $50,000 net worth or compensating factors Satisfactory company and personal credit histories Satisfactory Better Business rating Satisfactory Customer and Trade References Overall reputation for a high level of service and workmanship To Become an Approved EnergyLoan Contractor, please return the following items

c/o Peter Krajsa, President, AFC First Financial Corporation,

P.O. Box 3558 Great Bear Center at Brookside, 1005 Brookside Rd., Allentown, PA 18106 ___ Complete and sign the Approved Contractor/Dealer Application ___ A Check for $50 made out to AFC First for processing your application to become an Approved EnergyLoan Contractor (This is a one time fee.) ___ Provide examples of any recent sales literature or advertising ___ Provide us with copies of any trade or contractor licenses if required by state law. ___ Provide us with documentation on BPI and/or RESNET certification, if any. ___ Provide us with a copy of your liability and workers compensation insurance, $500,000 minimum coverage. ___ Branch Locations — Provide us with a list of all branch locations, addresses, phone numbers ,

fax numbers, emails and branch manager names ___ Sign and return the enclosed Contractor/Dealer Agreement

Please note that is not the application to become a Pre-Approved Progress Energy HEIP Contractor. You must apply directly to Progress Energy for that program.

AFC First EnergyLoan Approved Contractor

Checklist & Application

Ken Yeager, Director of Sales Peter Krajsa, CEO Julie Unger, Director of Operations (888) 232-3477 afcfirst.com energyloan.net keystonehelp.com

Page 3: Become an Approved EnergyLoan ... - progress-energy.com · efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through

Please attach the supporting information requested on the approval checklist

LEGAL NAME OF BUSINESS:______________________________________________Tax ID __________________ TRADING AS OR DBA NAMES______________________________________________________________________ Address________________________________________________________________________________________ Phone__________________Fax___________________ E-Mail____________________ Web Site________________ YEAR FOUNDED________ LEGAL FORM ❒ Corporation ❒ Partnership ❒ Sole Proprietor TYPE OF PRODUCTS SOLD________________________________________________________________________ AVERAGE NUMBER OF ANNUAL INSTALLATIONS_______________ AVERAGE JOB SIZE $_________________ ANNUAL SALES ❏< $500,000 ❏$500,000 to $2,000,000 ❏> $2,000,000 NET WORTH ❏< $50,000 ❏$50,000 to $250,000 ❏> $250,000 GEOGRAPHIC MARKET AREA_____________________________________________________________________ PRINCIPALS Title % Ownership SS Number _______________________________________ ____________________ ___________ ______________ _______________________________________ ____________________ ___________ ______________ CONTACTS Name E Mail Direct Line or Cell Sales/Installation Manager _______________________________ __________________ ______________ Operation/Funding Contact _______________________________ __________________ ______________ SUPPLIER REFERENCES Contact Person Phone _______________________________________ ____________________________________ ________________ _______________________________________ ____________________________________ ________________ TRADE ASSOCIATION MEMBERSHIPS _______________________________________________________________________________________________ OTHER FINANCING PROGRAMS OFFERED ❒ In House ❒ MasterCard/Visa ❒ Other _____________________________ TYPICAL PERCENTAGE OF ALL JOBS/INSTALLATIONS FINANCED _______% I certify that the above information is true and correct, and understand that AFC First Financial Corporation will make reference inquiries and that it may order credit reports, and/or independent background investigations on the company and principals. Authorized Signer (Signature)_________________________________________________ Date _________________ Print Name___________________________________________________________ Title_______________________ Ken Yeager, Director of Sales

Peter Krajsa, CEO Julie Unger, Director of Operations (888) 232-3477 afcfirst.com energyloan.net keystonehelp.com

AFC First Keystone HELP/ EnergyLoan

Approved Contractor Checklist & Application

Page 4: Become an Approved EnergyLoan ... - progress-energy.com · efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through
Page 5: Become an Approved EnergyLoan ... - progress-energy.com · efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through
Page 6: Become an Approved EnergyLoan ... - progress-energy.com · efficiency home improvements.” AFC First, founded in 1947, provides energy efficiency financing in twenty states the through

Ken Yeager, Director of Sales Greg Burns, Northeast Regional Manager

Peter Krajsa, CEO John Hayes, President

Julie Unger, Director of Operations

(888) 232-3477 FAX (610) 433-7488

GREAT BEAR CENTER AT BROOKSIDE, 1005 BROOKSIDE RD, P.O. BOX 3558, ALLENTOWN, PA 18106

afcfirst.com energyloan.net