Customers know what to send.
Specific requests, plain-language guidance, and a simple place to add the document.
IronGate collects client files, answers, and signatures—then tells your office when everything is ready.
Give every household a clear next step. Gather the right documents, resolve missing pieces, and bring your team a packet they can review—all under your brand.
One complete file. Every page. Your team takes it from there.
Add documentA missing bill. An unreadable photo. An approval letter with a page left out. IronGate gives those loose ends a place to go—and everyone a clear next step.
Specific requests, plain-language guidance, and a simple place to add the document.
New documents and correction requests stay connected to the right client and application.
Keep requested, received, and accepted items distinct. See the missing piece before the next handoff.
Customer simplicity and office visibility work together. Explore how a document moves through a sample application.
Include the full itemized bill with your name and service address. Keep every page in one file.
The request belongs to one application. The customer knows what happens next.
Illustrative workflow · No document is sentA focused view of your client files. Review the documents that arrived, find what is still needed, and keep account administration out of the daily work.
Your customer should feel like they are working with your company from the first request to the final document.
IronGate connects that simple customer experience to your team’s workspace. Customers see their next step. Your office sees the work behind it.
Explore the Foam.Town demoChoose the monthly completed-file volume that fits your team. Current subscription checkout is a test checkout with no live charge. Review the plan and billing terms before continuing.
$799/ month
5 completed files included monthly
$2,599/ month
20 completed files included monthly
$4,799/ month
40 completed files included monthly
USD. Taxes and applicable optional setup charges are additional. A completed file follows the defined intake requirements; it does not mean program approval.
Compare full plan detailsIronGate organizes the application work that happens before the next handoff: household information, document requests, customer responses, corrections, and office review. Your team can see what is needed and who acts next.
No. IronGate helps prepare and review intake packets. NYSERDA and the relevant program parties determine program eligibility and approval. A completed checklist does not guarantee funding, improvements, or an installation date.
The request is specific to their application and program route. It may include utility bills and proof of household income or qualifying benefits. Each customer sees the requested item and the guidance for it. Requirements can vary; NYSERDA’s application guidance is the source for current program requirements.
Yes. Prepare your company’s customer experience and support details in your workspace. Your team can review the configuration before publication. The Foam.Town demo shows how that branded customer experience can feel.
IronGate focuses on application and document workflows. Your existing systems can remain part of the process. Review the available integration scope with IronGate before connecting a downstream workflow.
Receipt, safety checks, and review are separate. Your team reviews the requested document and can ask for a specific correction. A file does not become accepted simply because the upload finished.