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Solar Agreements in Residential Real Estate Transactions

A 3-hour continuing education course examining ownership structures, underwriting treatment, title implications, transfer mechanics, and brokerage documentation standards related to residential solar installations.

Instruction is structured around transaction risk detection, disclosure obligations, and supervision exposure — providing real estate professionals with defensible clarity in complex solar-related transactions.

This course is now supported by a companion book — available on Amazon in paperback and Kindle edition.

Course Scope

• Ownership structures: owned, financed, leased, and power purchase agreements (PPAs)
• Underwriting treatment and appraisal considerations
• UCC filings and title implications
• Transfer mechanics and assumption requirements
• Disclosure obligations and material fact considerations
• Brokerage documentation standards

Take the Course. Own the Reference.

Solar Agreements in Real Estate: A Realtor's Guide to Ownership, Disclosure, and Risk is the companion book to this course — and the only transaction-level reference guide written specifically for real estate professionals navigating solar in their market.

Everything covered in this course is documented, expanded, and ready to use in every solar transaction you encounter.

Why This Course Matters

Solar installations introduce layered contractual obligations, third-party financing instruments, UCC filings, and transfer contingencies that may not align with traditional residential transaction workflows. Without structured review, these elements can create underwriting delays, appraisal complications, disclosure gaps, or supervisory exposure.

This course provides a practical framework for identifying, documenting, and navigating these complexities before they escalate into transaction disruption.

Common Transaction Risk Scenarios

• Lease transfer failure delaying closing
• UCC lien discovery late in underwriting
• Appraisal value treatment disputes
• Disclosure omissions involving third-party agreements

Continuing Education Structure

• 3-hour continuing education format
• Timed outline with measurable learning objectives
• Vendor-neutral instruction
• Structured case examples based on real transaction scenarios
• Optional 1-hour Broker Leadership Session add-on

Compliance Alignment

Instruction is aligned with the NAR Code of Ethics and applicable Fair Housing standards. The course is designed to provide neutral, regulator-conscious education that supports defensible brokerage practices without promoting specific vendors or products.

Intended Audience

• Real estate sales professionals
• Managing brokers and broker-owners
• Association continuing education audiences
• Brokerage compliance and supervision personnel

Course Inquiries

For association scheduling, CE approval coordination, broker conference delivery, or custom leadership alignment, please visit the Request Booking Information page.

 

Request Booking Information

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