Financeit financing is available for all job types in Canadian addresses, making financing more accessible. It creates a smoother, more connected financing workflow from quote to approval.
Follow the steps below to complete a proposal using Financeit.
Step 1: Click “Customers” from the main menu and click “New Customer”.
Step 2: Fill in the details and click “Create Customer”.
Step 3: Once the details are saved, click “View Detail”.
Step 4: Select the utility provider and click “Start Design”.
Step 5: Place the crosshair at the center of the home on the map and click “Confirm.”
Step 6: Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time. Update the Electric Bill pricing and Annual Usage to suit your customer’s needs. You can select the type of panel that goes into the system alongside the design.
Step 7: Click “Save”.
Step 8: Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section.
Step 9: Scroll down and turn on the battery toggle to add batteries to your proposal.
Step 10: Scroll down to “Adders” and add your preferred ones from the list.
Step 11: Scroll down to the Financing section and select “Financing (Fully Integrated)”. Choose Financeit.
Step 12: Select the preferred product from the dropdown and click “Add Loan”.
Step 13: Once the quote is added, click “Finalize”.
Step 14: Click “Go To Lender Portal”.
Step 15: You can either select “Open URL” or “Copy URL”. You can open the URL on the spot or copy it.
Step 16: You will be directed to the lender portal.
Step 17: Scroll down and click “Start an application now”. The “Invite” button will send the customer a link specifically for them.
Step 18: On the next page, fill in the details to check eligibility.
Step 19: Scroll down to the bottom, check the box, and click “Submit”.
Step 19: On the next page, add the financial details.
Step 20: Scroll down to the bottom, check the box, and click “Submit”.
Step 21: Once you receive a summary of your loan, click “Continue”.
Step 22: On the next page, you will see the detailed information about your loan application.
Step 23: Return to the proposal page, click the “Sync Quote” button. Choose “Yes” when asked to confirm.
Step 24: After syncing, your finance card will show all the details, including the Loan ID, Status, and the Next Step.