Jamie Ellis' solar-source packet

Send the solar payoff and UCC clues before they become a funding surprise.

For agents, lenders, sellers, buyers and investors: collect the solar contract, registration, payoff, permit, interconnection and filing-source facts that help the right reviewer answer the right question.

Audience and job

Make a solar-equipped property easier to route.

Solar equipment can touch a sale in several different ways: a payoff, buyer assumption, transfer consent, lender condition, permit question, interconnection record, contractor clue or UCC filing. This handoff keeps those sources separated so the file can move to the right reviewer without turning the first email into a legal conclusion.

The useful handoff

Name the source, attach the solar document you have, and ask one process question. The contract, solar company instructions, lender conditions, public records, title commitment, attorney advice and underwriter review still control the file-specific result.

Official sources

Use current solar, license and filing sources.

These sources were checked on September 17, 2026. They help frame the solar packet, but they do not replace solar-company, lender, utility, city, title, underwriting or legal review.

TDLR Residential Solar Retailers, read September 17, 2026

Start with the current solar-registration source.

TDLR says it is accepting residential solar retailer and salesperson registration applications, while temporarily suspending enforcement of two disclosure and educational-material rules until November 1, 2026. That makes the TDLR program page a better source than a stale sales flyer.

Read the official source ->
TDLR What's in Effect When, read September 17, 2026

Separate contract clues from closing conclusions.

TDLR's phased rollout notes contract provisions beginning September 1, 2025 and registration requirements beginning September 1, 2026. It also flags licensed electrical contractor, permit, interconnection, cancellation and third-party lender provisions that may belong in the handoff packet.

Read the official source ->
TDLR active license search, data updated September 17, 2026 06:03

Verify the license source without deciding compliance.

TDLR's active license search can look up licenses by type, number, expiration date, name, business name, city, county or ZIP. Send the lookup clue or screenshot when the file mentions a contractor, retailer, salesperson or installation issue.

Read the official source ->
Texas Secretary of State UCC FAQ, read September 17, 2026

Treat UCC and fixture-filing questions as source questions.

The SOS FAQ says UCC filings and searches are handled online through the SOS Portal, and it distinguishes county-clerk filings for fixture filings involving goods that are or will become fixtures from Secretary of State filings in other cases. Send the filing number, search source and release request status instead of guessing at legal effect.

Read the official source ->
What to send

Give each reviewer the solar fact they can verify.

A solar handoff does not need to determine whether equipment is personal property, a fixture, a title exception or a lender condition. It needs enough source context for the right professional to identify the next step.

  1. Property address, county, contract status, target closing date and whether the solar system is owned, financed, leased, a PPA or unclear
  2. Solar agreement, payoff or assumption instructions, lender condition, contact person and any cancellation or transfer deadline already shown in writing
  3. TDLR registration, license or contractor lookup clue, plus any permit, inspection or interconnection source already available
  4. UCC filing number, fixture-filing reference, SOS Portal search result, county recording clue or release request status if one appears
  5. One process question for the title team, lender, solar company, contractor, city, utility or attorney before the file reaches funding pressure
What to avoid

Keep legal effect out of the first note.

  • Do not decide whether a UCC filing is valid, released, a fixture filing, or a lien on real property.
  • Do not decide whether the solar contract, payoff, assumption, cancellation or transfer is enforceable.
  • Do not decide whether permits, interconnection approval, contractor licensing or installation work are sufficient.
  • Do not promise title, underwriting, insurability, lender approval, funding or closing timing.
TDI safety posture

No rate claim. No referral bargain. No lien or contract advice.

This public resource is available to anyone on the same terms. It is not conditioned on sending a closing to WG Title and it does not offer a rebate, discount, commission, gift or thing of value for a referral.

Prepared as a courtesy. This document is available to any real estate professional on the same terms and is not conditioned on directing a closing to WG Title.

WG Title provides title and escrow services, not legal advice. WG Law is a separate, independently operated company and any relationship with it is governed by its own engagement.

Read TDI Procedural Rule P-53 ->
D1-first conversion path

Send the property and the first solar-source question.

This uses the existing closing-readiness form. The page URL, referrer, UTM fields and click IDs stay with the lead record, so the title team can see that the question came from this solar-source guide.

Do not paste wire instructions, loan account numbers, bank account numbers, Social Security numbers, identity-document numbers, utility account credentials or private tax returns into this form.

Five facts. One clear first question. We will tell you what to gather next.

Educational information only. Available on the same terms to everyone and not conditioned on directing a closing to WG Title. No quote, legal advice, underwriting decision or guaranteed closing date.