Solar installation leads with EPC and property evidence

Why Homedata for solar installation lead research

Solar teams need more than a list of moving addresses. Homedata connects UPRN-based property records, dated EPC evidence and a documented solar assessment workflow. You can research the territory your installers serve, inspect current and potential energy ratings, then add roof-area, generation and financial assumptions through the assessment product. The platform holds 23M EPC certificates, alongside 36.6M indexed addresses. That gives your sales team property-level evidence to prepare the energy conversation and gives developers a clear route from the identified home to the assessment output.

Homedata is a strong choice when you want to own the qualification process. A purchased enquiry list supplies opportunities selected upstream; our workflow lets you define the properties and moving-event window that fit your installation business. The Went Sold STC within filter adds an observed date to that research. The dated real energy record below shows what the first-stage brief contains, and public documentation explains the assessment stage before you commit to an integration. Published self-serve token prices make the cost of property research visible before a sales meeting. You can evaluate the energy brief and assessment separately, then build the proposal process around the records, assumptions and customer information your technical team actually uses.

Solar installation leads backed by property and energy evidence

Solar installers need a shortlist that supports technical qualification as well as marketing. A postcode and a moving signal can tell you where to begin, but a useful solar conversation also needs property context, energy information and a way to assess roof potential. Homedata brings those inputs into your research workflow. Start with the homes in your installation area, inspect recorded EPC evidence and use the solar assessment product where it fits. Your team can prepare a more informed first conversation and reserve the site survey for the questions that require inspection.

For campaigns around moving homes, use the Went Sold STC within filter in Lead Source. That gives the marketing team a defined event window to combine with its territory. Solar has its own qualification requirements, so moving activity should remain one input alongside the property evidence. Build a segment that your sales and installation teams can explain, then collect the customer’s electricity use, project objectives and installation constraints during qualification.

Use the EPC as a dated starting point

An EPC gives a recorded current energy rating, potential rating and assessment date. That is useful when discussing the property’s wider efficiency context and deciding which homes deserve closer research. Keep the date next to the band: an older assessment and a recent certificate are different evidence. Your customer may already have upgraded insulation, changed heating or installed other measures. A well-prepared conversation uses the record to ask specific questions and then updates the brief with the customer’s current information.

The captured response for Holly Bank, Welshpool, records a detached home with 3 bedrooms and 105 square metres of floor area. The EPC is E, with potential A, assessed on 8 March 2018. The property-complete capture is dated 30 September 2026. An energy adviser can use that dated starting point to prepare questions about improvements already completed and the customer’s objectives. The connected property identity then supports the solar assessment stage, where your team can inspect the roof, generation and financial assumptions needed for a proposal.

Add a roof assessment before preparing a proposal

The documented solar assessment product estimates roof area, panel count, system size, annual generation, savings and payback information. It uses OS building footprint evidence, EPC information and local irradiance assumptions. Where stronger footprint information is unavailable, the method can fall back to floor area with floor count, or to a bedroom-based estimate. Inspect the response and keep its assumptions attached to any proposal derived from it.

This makes the desktop assessment useful for deciding what to investigate next. A salesperson can prepare questions about roof layout, shading, existing panels and the customer’s consumption pattern before sending a surveyor. Existing-solar indicators also support qualification, because a home with an installation may need a different conversation from a first-time buyer. The site survey then checks the actual roof, usable area, condition and installation constraints. The desktop brief gives the surveyor the property context needed to check those constraints efficiently.

Worked output: qualify an efficiency-focused enquiry

The Welshpool record below shows property type, bedrooms, floor area and the dated EPC assessment. Use it to build a property brief for an energy-focused conversation. Ask whether the home’s current fabric and heating still match the assessment, whether panels are already installed and what the customer wants to achieve. Those answers determine whether a solar assessment, an efficiency discussion or a different upgrade is the appropriate next step. Each question is grounded in an actual property observation, while the customer supplies the current facts.

For a live proposal, request the relevant assessment through the documented product and retain the returned confidence and assumptions. Roof geometry and usage assumptions matter. The linked solar assessment documentation explains the additional output to inspect when you build that second stage into your own workflow.

Design a campaign around installer capacity

Set the service area before adding technical filters. Decide which postcodes fit the installation diary, where surveyors travel and how the team handles outlying homes. Then organise records into research groups, such as detached homes for a roof-potential review or homes with older EPC evidence for an efficiency conversation.

Give the survey team a consistent brief containing the property identifier, address, relevant assessment date and the customer’s stated objectives. Record site findings separately from the desktop assumptions. This makes the progression from research to survey to quotation easier to audit and helps sales understand why a proposal changed after inspection. Track booked surveys, viable designs and accepted quotes in your own system. Those outcomes show how the campaign progresses from researched properties to viable projects and accepted quotes.

Compare solar data suppliers on assumptions and access

A price-on-request provider may package solar prospects, a roof model or a contracted dataset. Compare those products with the specific output your team needs. Ask whether you can inspect the methodology, see the assessment date and confidence, distinguish existing-solar information and connect the record to a stable property identifier. Homedata publishes API documentation and self-serve token pricing, so a developer can inspect the workflow before committing to a rollout. That makes it easier to test the property brief and assessment stages separately.

Paid usage is funded through the wallet, with 100 tokens equal to £1 and charges varying by endpoint or product. Use the published price list to estimate the cost of the research and assessment calls you intend to make. Standalone live-listing products may have per-customer arrangements, so review their terms separately if a moving-home feed is part of the campaign.

Move from research to a customer-ready survey

Choose a small local segment and agree which fields the sales team will use before purchasing richer data. For a customer who has engaged, explain the desktop estimate and the role of the site survey in producing a reliable installation proposal.

A free account and API key give your team a route to inspect the documentation and customer tools; data usage is paid. Start with an evidence-led brief, add the solar assessment when useful and measure the projects that progress through your own funnel. You gain control over the territory, the qualification criteria and the assumptions used in proposals. That is a practical foundation for solar lead research that supports both the commercial team and the people responsible for a successful installation.

Start here

Evaluate the workflow on your terms

Explore

Property signals for your business