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Restrict Loan Options by State

Restrict Loan Options by State

Emilie avatar
Written by Emilie
Updated yesterday

Company admins can easily restrict non-integrated loan options by state by clicking Settings > Pricing > Finance Options and then clicking on the lender name.

Click on the name of the product you'd like to restrict, and add the allowed states in the States box. Click Save Changes to apply.

Once the states are set, this loan option will only appear in the lender picker dropdown if the customer's address is within the allowed state.

For integrated loan options, state availability is set by the individual financier and sync'd with Enerflo via the "Sync" button on the lender page. However, state restrictions can be set through product targeting. To restrict an integrated loan option, click Settings>Pricing>Product Targeting.

Create your targeting rule, and restrict by city, install market, zip code, or utility.

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