Available Products:

LightReach offers both PPAs and Leases (TPO), availability is dependent on state and utility.

Visit: https://help.palmetto.finance/en/articles/8500574-active-utilities for a list of accepted LightReach Utilities

Currently, Enerflo does not support co-applicants in LightReach. LightReach, however, supports co-applicants in their portal. The integration for co-applicants was not available when LightReach was built. However, the finance team is aware of this and it is something they are considering.

Creating a proposal: must be in a region and utility supported by Palmetto.

Battery Pricing Selection

You might see multiple pricing options available. If that happens, you'll get a dropdown in the Proposal view where you can choose which pricing method to use. If you don't see the dropdown, it means there's only one pricing option available for that utility and account. The system will automatically use the best option.

You can select:

The customer's LightReach account is created when LightReach is selected as the finance method when creating a proposal.

The LightReach quote and contract creation occurs on finalization.

LightReach and installers will renegotiate terms from time to time that may change the available rates, products, adders, etc. If a proposal is created but not finalized prior to price negotiations, a pop-up will show, instructing the user to refresh pricing before finalization. This ensures that rates seen in Enerflo match what is valid in LightReach's portal.

One of the stipulations for approving a customer for TPO products is that the deal has to save the customer money. When adders are included in the deal, it increases the overall cost of the deal. LightReach is able to work around this issue by offering increased Rates when certain adders are selected.

Adders with LightReach are not adders in the sense of additional equipment, but rather additional flags for the proposal. For example, an adder that has the improvement type set as electrical upgrade, will unlock higher rates.

If higher rates are not showing, check that the adders have been configured correctly and have the 'electrical upgrade' type selected in the adder settings.