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Admins: How to Update Non Integrated Lender Options

How admins can manually add, edit, and sync loan products and dealer fees for non-integrated lenders in Enerflo, including how to add a new non-integrated financier from scratch.

Written by Emilie

To access this guide as a PDF click here: Enerflo-Guide_Admins-How-to-Update-Non-Integrated-Lender-Options.pdf

STEP 1

Navigate to Settings > Pricing > Finance Options.

STEP 2

On the Finance Options page, you'll see your Lender(s). Click on the Lender you want to update.

STEP 3

For non-integrated financiers, you'll see a + New Products button.

  1. Click the + New Products button to manually add new products.

  2. Create a name, set the available states, and fill in the required information.

  3. Click Save.

If you aren't sure how to fill in some of the fields, reach out to the lender directly and they can provide the required information.

STEP 4

To manually update dealer fees or other details on a specific product, simply click on that Product Option.

  1. In the Product window, update the dealer fee, product name, APR, and/or any other relevant information.

  2. Click Save.

IMPORTANT! Once your loan products have been updated or saved, make sure to update pricing on any proposals to ensure they have the most up-to-date financier options.

How to add a non-integrated financier to your Finance Options

STEP 1

  1. Navigate to Settings > Org > Plugins

  2. Search for 'Non-Integrated Lender Finance' or 'Non-Integrated TPO Finance'

  3. Select the Finance option you'd like.

STEP 2

In the Lenders dropdown, search for the Lender you would like to add and select it.

PLEASE NOTE If the financier you want to add as a non-integrated financier is not available in the dropdown, reach out to Enerflo's support team (Chat is fastest).

STEP 3

Once your lender is selected, select Save.

💡 Note on Non-Integrated TPO products (e.g., Skylight): Products don't sync automatically from the lender — they must be added manually, one at a time. After saving a new product, go back and set its status to Active; skipping this step is a common reason a newly configured non-integrated TPO financier doesn't show up as an option for reps.

Full setup checklist:

  1. Settings > Org > Plugins — enable the Non-Integrated TPO plugin.

  2. Settings > Pricing > Finance Options — select the lender, click + New Products to manually add each product.

  3. Fill in the required product info and click Save.

  4. Go back to the product you just created and set its status to Active.

  5. Confirm the product now appears as a financing option on proposals.

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