Documents — Garcia deal

SF-2048 · the AI tracks every permit & financing document and chases what's missing

5 collected 1 needs attention 8 missing 4 reminders sent by AI

Most recent utility bill

Garcia_PGE_May2026.pdf · uploaded 8:40 AM

AI flagged

Proof of income — pay stub

Validated · name & date match

Collected

Government ID

Validated · not expired

Collected

Signed loan documents — GoodLeap

Requested · reminder sent yesterday

Missing

Voided check (ACH autopay)

Requested · awaiting homeowner

Missing

Site plan

Auto-generated from site survey

Collected

Single-line electrical diagram

Pending engineering · due before AHJ submit

Missing

Structural / PE letter

Required by City of San Jose Building Dept

Missing

Signed permit application

Generated · awaiting homeowner signature

Missing

Homeowner insurance certificate

Validated · liability coverage confirmed

Collected

PG&E interconnection application

Pre-filled by AI · ready to submit after permit

Ready

Net-billing (NEM 3.0) agreement

Generated · awaiting homeowner signature

Missing

Panel layout exhibit

Auto-generated from system design

Collected

HOA architectural approval form

Greenview HOA · reminder sent to homeowner

Missing