Become a Registered Geothermal Dealer

Clean Energy Credit Union Registered Dealer Requirement

Becoming a registered geothermal dealer with Clean Energy Credit Union allows HVAC contractors and installers to offer their customers seamless, affordable financing for ground-source heat pump systems. By joining our network of approved partners, you can streamline your sales process with professional-grade lending tools and dedicated support designed specifically for clean energy projects.

We require all geothermal loan applicants to work with a registered dealer to ensure high standards of quality and service, making this partnership a vital step for installers looking to grow their business and provide superior value to eco-conscious homeowners. To provide better service to Members and contractors/installers (aka “dealers”), Clean Energy Credit Union (“Clean Energy CU”) requires that geothermal loan applicants work with a geothermal dealer who has been registered with Clean Energy CU (as a “Registered Dealer”).

Becoming a Registered Dealer

Our priority is to provide the highest level of service to our members and contractor partners, therefore we are inviting dealers to submit applications to become a registered dealer as our team has capacity. If you would like to be become a Registered Dealer, please complete the application below. Once completed, we ask that you upload required documents via this form.

Registered Geothermal Dealer Application

Primary Point of Contact

Name(Required)

First Last

Email(Required)

Phone(Required)

Employee Information

Number of Employees(Required)

Number of Certified HVAC Technicians(Required)

References

Please provide contact information for three trade and one bank reference.

Reference 1: Company Name(Required)

Reference 1: Point of Contact First and Last Name(Required)

Reference 1: Point of Contact Phone Number(Required)

Reference 1: Point of Contact Address(Required)

Reference 2: Company Name(Required)

Reference 2: Point of Contact First and Last Name(Required)

Reference 2: Point of Contact Phone Number(Required)

Reference 2: Point of Contact Address(Required)

Reference 3: Company Name(Required)

Reference 3: Point of Contact First and Last Name(Required)

Reference 3: Point of Contact Phone Number(Required)

Reference 3: Point of Contact Address(Required)

Bank Reference: Institution Name(Required)

Bank Reference: Point of Contact First and Last Name(Required)

Bank Reference: Point of Contact Phone Number(Required)

Bank Reference: Point of Contact Address(Required)

Please list any relevant industry organizations and trade associations that are you a member of and would like us to know about.

Owner Information

Please provide the following information for any individuals who own 20% or more of the company.

Owner #1 Full Name(Required)

Owner #1 Phone Number(Required)

Owner #1 Address(Required)

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Owner #1 Email Address(Required)

SSN or Tax ID(Required)

% Company Ownership(Required)

Are there additional owners?(Required)

Owner #2 Full Name

Owner #2 Phone Number

Owner #2 Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Owner #2 Email Address

SSN or Tax ID

% Company Ownership

Are there more additional owners?

Owner #3 Full Name

Owner #3 Phone Number

Owner #3 Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Owner #3 Email

SSN or Tax ID

% Company Ownership

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Disclaimer

Registered Dealers are independent contractors and are not affiliated with Clean Energy CU. Clean Energy CU does not endorse or make any representations or warranties with respect to the quality of work provided by Registered Dealers, and it is the responsibility of our Members and prospective Members to interview and select a solar dealer that meets their needs.

Clean Energy Credit Union Registered Dealer Requirement

Becoming a Registered Dealer

Registered Geothermal Dealer Application

Primary Point of Contact

Company Information

Employee Information

References

Owner Information

Disclaimer