Bienestar HVAC Consultant Training
Capacitación de Consultores Bienestar HVAC

Lease — Palmetto / Lightreach

Lease — Palmetto / Lightreach

Adapted internal training for Bienestar consultants serving homeowners across NY, NJ, MA, and FL. Use this page to guide field conversations, qualify the opportunity, and protect the customer experience.

Capacitación interna adaptada para consultores de Bienestar que atienden propietarios en NY, NJ, MA y FL. Use esta página para guiar conversaciones en campo, calificar oportunidades y proteger la experiencia del cliente.

The lease option runs through Palmetto / Lightreach. It’s a strong option for homeowners who don’t want their credit involved and like the idea of bundled service.

Portal walkthrough Step-by-step training to fill out a Palmetto lease account, from credit check to send contract.

Term options

Palmetto offers two contract lengths:

TermNotes
10 yearsShorter commitment, higher monthly
12 yearsLower monthly, longer commitment

Escalator options

The escalator is not an interest rate, but as far as the homeowner’s wallet is concerned, it acts like one — it’s the rate at which their monthly payment goes up over the term.

EscalatorWhat happens to the monthly
0% (fixed)Payment never changes — highest starting payment
0.99%Payment escalates slowly — middle of the road
1.99%Payment escalates fastest — lowest starting payment

Bienestar’s standard sell: 12-year @ 1.99% escalator

“We’re going 12-year every time, and 1.99 escalator. We’ve sold so many of those. Anybody has yet to choose any other options aside from 12-years on 1.99.” — Jonathan

If you’re new and not sure which combination to lead with, default to 12-year / 1.99% escalator. It produces the lowest starting monthly, which is what most homeowners care about. The other combinations are alternatives for specific preferences — but the vast majority of Bienestar deals close on 12-year / 1.99%.

Why homeowners like it

FeatureDetail
Credit hitNone — no hard pull, doesn’t show on credit consultantort
Credit minimum650 — significantly lower than the 670–700 most solar lease products require
Yearly serviceIncluded. A truck shows up annually, consultantlaces air filters, checks every unit. Homeowners are not upsold anything during these visits.
Co-signerAnyone can co-sign — no title/deed requirement, can live anywhere (e.g., a friend in Alaska)
Refrigerant + consultantairsBumper-to-bumper for 12 years — leaks, consultantlacements, anything that breaks

That co-signer flexibility is a big deal. Many homeowners can find a willing co-signer easily.

End of lease term: what happens at year 12

When the lease term ends, the homeowner has three options:

OptionWhat happens
RenewThey get brand-new equipment for the next term — not a continuation of the units they’ve been using. So they reset to the newest technology every 12 years.
Buy outBienestar quotes them a buyout amount, typically about 20% of the original total. They own the system outright.
RemoveRemoval is offered as an option but virtually nobody chooses this, especially after their boiler has been decommissioned.

The renewal option is a strong selling point — the homeowner never has aging equipment. Sell it as: “Every 12 years, you reset to the newest, most efficient technology — at no extra cost.”

When homeowners compare lease vs ownership, keep the system lifespan honest: quality mini splits can last well beyond the 12-year warranty period with proper use and maintenance, but technology changes. The lease frames that as a benefit: service is included during the term, and renewal gives them newer equipment instead of asking them to live with 15- to 20-year-old technology.

Buyout flexibility

QuestionAnswer
Can homeowners buy out before the term ends?Yes
When?Anytime
Penalty?None

The homeowner is never trapped. If they come into money in year 4, they can buy out the lease at any time without any penalty.

Why consultants like it

  • Easy approval flow (low 650 credit threshold, instant decisions in most cases)
  • Recurring service relationship for the company → drives referrals
  • Good consultant commission terms

The funding timeline trade-off

When to lead with lease

  • Homeowner explicitly says they don’t want a credit hit
  • Homeowner asks about service / maintenance bundling
  • Homeowner has weak credit but a willing co-signer
  • Homeowner wants long-term certainty without ownership
  • Homeowner is also being sold solar (lease’s lower 650 credit threshold makes the bundle approval easier)

When NOT to lead with lease

  • Homeowner wants ownership / wants to refinance later
  • Homeowner is very price-sensitive on total interest paid (1.99% escalator over 12 years can add up — a Green Sky 6.99% short-term loan may be lower total cost)
  • Decommissioning + low credit + smaller deal — see NYSERDA / EFS instead

What also has to be signed

The Palmetto lease contract is only the financing piece. The homeowner also has to sign Bienestar HVAC’s installer agreement separately. Both must be signed before install — see Site survey for the install contract request workflow.

Esta página es parte de la biblioteca de capacitación de Bienestar HVAC. Resume el tema Lease — Palmetto / Lightreach para que el consultor pueda explicar el proceso con claridad, evitar promesas incorrectas y preparar cada oportunidad para una instalación limpia.

Nota para el consultor: use esta página como guía de campo. Antes de prometer reembolsos, fechas, financiamiento o alcance de instalación, confirme elegibilidad, permisos, capacidad del equipo y documentación requerida.

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