To begin a new project, you will have to send a customer a link to apply.
To send a customer a link to apply, first, select the project type for this referral: Residential, Commercial, or Non-Profit.
Enter the project address and system details sections in the top section to estimate the monthly payment.
You will be able to see the financing provider and loan terms, and can click "Calculate Payment" to estimate your customer's monthly payment with or without any incentives.
Next, scroll down, and enter the customer’s email address into the “send application link” section. Then, click the “send referral link” button. The loan amount will match what was entered above.
The customer will receive an email with a link to apply, along with additional information about the loan.
Climate First Bank operates exclusively under a direct-to-consumer lending model. All loan applications must be submitted directly by the customer to Climate First Bank for consideration. The customer email address collected is used solely to associate the proposed project with the corresponding loan application.