Almika Partner Onboarding

Step 1: Schedule Your Credit Link and Portal Account Training

A member of Business Development will schedule a training session to review your personalized credit application link and walk through portal access.

What this training covers:

• Review your personalized credit application link
• Confirm portal login access
• Walk through the portal layout and UI
• Review the Project Life Cycle stages
• Review how to submit a Change Order in the Loan Details section
• Answer questions

If you need to schedule or reschedule your training, contact:

Steve Boucher
Phone: [phone]
Email: [e-mail]

Rudy Rocha
Phone: [phone]
Email: [e-mail]

Step 2: Review Your Credit Link and the Almika Wiki Page

Almika Knowledge Base
https://almika.zendesk.com/hc/en-us

The Wiki includes:

• Policies and guidelines
• Process documentation
• Staging Portal instructions
• Updates and announcements

Dealers should familiarize themselves with:

• The Staging Portal section
• Project Life Cycle documentation
• Any underwriting or documentation requirements

Step 3: Confirm Email Communication

During onboarding:

• Confirm the primary email address for portal access
• Confirm operations contact
• Confirm accounting contact
• Confirm executive contact

Primary Contact Intake Form
Google Form (Coming Soon)
Link to be added

This form will collect:

• Company name
• Operations contact
• Accounting contact
• Executive contact

Additional portal users: Contact Almika if more users need access.

Step 4: Portal Access and Login

Almika Portal
http://staging-almika.inerg.io

Username: Your email address
Password Setup: Click “Forgot Password” to create your password

Step 5: Review Portal Layout and UI

Dealers should understand:

• Dashboard view
• Project detail view
• Notes section
• Loan Details section
• How to locate their pipeline
• How to open a project
• Where project stage is displayed

Include:

• Portal overview screenshot
• Dashboard screenshot
• Project detail screenshot

Step 6: Review Project Life Cycle (Stages 1–8)

Projects move through defined stages within the portal.

Dealers should review:

• Each stage from submission through funding
• Required documentation at each stage
• What triggers stage movement
• When Almika contacts the homeowner

Project Life Cycle documentation
https://almika.zendesk.com/hc/en-us/sections/28507491397783-Staging-Portal-Project-Life-Cycle

Step 7: Change Orders in the Portal

Change Orders are completed inside the Loan Details section of the project.

Dealers should understand:

• When a change order is required
• How to access the Loan Details section
• How to submit changes
• What documentation is required

Calls During the Project Life Cycle

Certain calls are required during specific stages of the loan process.

Virtual Welcome Call (VWC)

Timing
The Virtual Welcome Call can be completed anytime after documents are signed, once the homeowner receives the Welcome Call links via text and email in both English and Spanish.

The call is initiated through automated links sent directly to the homeowner.

Purpose

• Introduce Almika to the customer
• Review basic loan details
• Set expectations for the loan and project process
• Confirm key loan terms and understanding

Policy and Process
https://almika.zendesk.com/hc/en-us/articles/29320688172823-Welcome-Call-Policy-and-Process

Notes

• Required call
• Required in order to obtain NTP
• Not a sales call

If the Virtual Welcome Call is not completed, NTP will not be issued.

Satisfaction Call (SC)

Timing
Completed after Install Completed stage.

Purpose

• Verify installation was completed
• Confirm the customer received their equipment
• Confirm customer satisfaction with the installation

Policy and Process
https://almika.zendesk.com/hc/en-us/articles/28451888162455-Satisfaction-Call-Policy-and-Process

Notes

• Required verification call
• Required for project funding

If the Satisfaction Call is not completed, project funding will not be released.

Notes and Activity Log

The Notes section is a one-way activity log.

Used to:

• Document updates
• Record actions taken
• Track project history

Important:

• Not monitored for responses
• Not a form of two-way communication

Q and A

This section is used to:

• Clarify process questions
• Confirm understanding of stages
• Address portal navigation questions
• Review first submission expectations