For loan officers + real estate professionals

Energy Refinance. For their second-largest bill.

You helped your client with their mortgage. Now you can help them with the one bill no advisor has had a tool for — their electricity. Energy Refinance works like a mortgage refinance: same bill, lower rate, locked in. You stay the trusted advisor who brought it to them.

What is Energy Refinance

A second option for the bill they can't refinance.

Your clients can refinance their mortgage. Shop their insurance. Negotiate their internet. They can't do any of that with PG&E.

01

Not a solar sale.

An energy company owns the equipment and maintenance. Your client doesn't buy panels, doesn't take out a solar loan, and doesn't sign for equipment.

02

A payment strategy.

They buy the same electricity, from a different source, at a lower rate. Locked in for 25 years. The mortgage-refinance idea: same bill, better rate.

03

Zero upfront for them.

No money at signing. No money at install. The energy company funds and maintains the system. Your client pays only for the power.

04

A real reason to reconnect.

Your past clients trusted you with their largest monthly payment. Energy Refinance gives you something genuinely useful to bring them — not a sales call, not a refi pitch. A 15-minute review of a bill that's been going up, with an honest answer about whether it can come down.

Why partner with us

Why partners send us their clients.

01

We're licensed too.

Our founder holds a California real estate license and a mortgage broker license. We've sat in your seat.

02

Independent brokerage.

We don't own the installer. We work for the homeowner. Same model as a mortgage broker.

03

Honest qualification.

If a home doesn't qualify or the math doesn't work, we say so. Your client isn't sold something they shouldn't buy.

04

Continuum installs.

Our proud install partner (formerly North Valley Power). 4.8☆ across 388 reviews. Full-time crews. Most installs in 1–2 days.

How a referral works

Introduce your client. We take it from there.

Text, email, or send them our booking link. We handle the rest and keep you in the loop.

STEP 01

You introduce your client.

Text us their name and number, send an intro email, or share our booking link. Whatever's easiest for you and your client.

STEP 02

We schedule the discovery call.

Your client picks a time on our calendar. We arrive to the call prepared.

STEP 03

You stay in the loop.

We send proactive updates at every milestone. No chasing us, no portal to log into.

What you get

What you get as a partner.

A direct relationship with the founders. None of the partner-portal sprawl.

Referral compensation.Structure walked through during onboarding. Documented in your signed agreement.
Proactive status updates.We push you progress at every milestone. You don't chase us.
A direct line to the founders.Peter or Mike's cell. Text or call. No ticketing system, no support queue.
Co-marketing materials.One-pagers and social posts for clients who ask about solar.
Compliance + paperwork

Written agreements. Licensed principals.

We operate via written referral agreements. Loan officers and realtors work in regulated environments. So do we.

Written agreements only. Before your first referral, we walk you through a signed referral agreement. Your compliance counsel is welcome to review it.

Licensed principals. Our founder holds an active California real estate license and a mortgage broker license. The Sun Broker, Inc. is a CA-licensed Home Improvement Salesperson (HIS #141413 SP). Our install partner Continuum holds CSLB #1080746. For loan officers, our agreement is structured to avoid RESPA exposure.

Common questions

Partner FAQ.

Does my client pay more because of the referral?

No. Pricing is identical whether a client comes from a partner, a Google search, or a walk-in.

How quickly does my client get on the calendar?

Whenever they want. Your client clicks the link, picks an open slot, and the call is booked. No callback queue, no "we'll be in touch within 48 hours."

When does referral compensation get paid?

After the project closes and is fully installed. Specific timing is in your signed agreement.

Apply

Become a referral partner.

Tell us a bit about yourself. We'll reach out personally to walk you through the partner agreement.

Partner application

Takes about a minute. All information is confidential and never shared.

Loan officers: NMLS. Realtors: CA DRE. Speeds up partner agreement paperwork later.

We'll reach out personally to follow up.

Thank you. Your application is in.

We'll reach out personally to walk you through the partner agreement and answer any questions. We're looking forward to building the relationship.

Want to talk first, before you apply?

We're happy to walk you through the partner relationship on a quick call. No commitment.