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Loan Selection No longer Available to Update Install Agreement

Enerflo Support avatar
Written by Enerflo Support
Updated over a month ago

Lenders will discontinue/retire loan options due to rises in costs/interest rates. If the loan option was approved prior to it being retired here is a workaround.

  1. If the loan was signed outside of Enerflo and the sales rep needs the contract amount to match, click "edit" on the proposal screen.

  2. Use a cost override to set the cost of the system

  3. Sign the new install agreement.

  4. Unfortunately, once a loan product has been removed and is no longer showing within Enerflo, there is no way to pull it back. Installers typically do not display the exact loan terms on the install agreement, rather will show the lenders name or cash.

    1. If this is not the case, the specifics will need to be updated with the lender.

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