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How To Switch Finance Method on a Proposal

Two ways to change the financing method on an Enerflo proposal — either through the proposal edit screen or directly from the Finance Terms slide inside the proposal.

Written by Enerflo Support
Updated this week

There are two ways to update the financing method on a proposal, this guide will walk through both ways.

  1. From the proposal stage, click "Edit"

    1. Next, click the Financing Method dropdown and change the Financier.

    2. Once the financier is updated, select the new financing product.

  2. On the Finance Terms slide inside of the proposal, click the lender name. Select a new financing method and product.

    1. Enter in a down payment if needed and click "Save".

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