The information entered into the loan calculator flows directly into the customer’s loan application and loan agreement. These details must always match the signed customer contract to avoid errors and delays.
We’ve just released a new portal update that makes it easier than ever to update project details before NTP (Notice to Proceed).
Why This Matters
The loan calculator information automatically populates the customer’s loan documents.
Incorrect or outdated details can lead to loan rework and project delays.
Ensuring the system details match the contract protects both the installer and the customer.
How to Update Loan / System Details
Go to the Project Card
Find the checklist item for the signed contract.
Click to Edit
Select “Edit System Details”, or
Click the uploaded contract to begin making updates.
Update Project Information
Make any necessary edits to the system details, and/or
Upload a new signed contract if changes have been made.
Customer Review & Approval
Your customer will be prompted to review and approve the changes.
New Loan Documents Issued
Once the customer approves, new loan documents are generated instantly.
Quick Reference Video
Watch this short walkthrough of the new feature:
Training Video
Reminder: Always double-check that the system details in the portal match the signed contract before submitting a project. This ensures your customer receives the correct loan agreement and avoids unnecessary delays.