Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'

Sign in with your username and password.

Click on the "New Customer" button at the top of your screen.​

Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.

Click on “Create customer” in the top-right corner of the page.

You have now created a proposal card. Click "View Detail" to begin generating a design and pricing.​

Choose “Owner” for your Aurora Project.

Click “Design with Aurora”.

Enter your Aurora Credentials.

Locate the house of your customer, click “Site” and select “SmartRoof Pitched” .

Edit SmartRoof if needed.

Click “Irradiance” on top of the design to get an irradiance map. Make sure to take a screenshot of the irradiance map.

Click on “System”, next to Site, click Panel and choose Module.

Select your panels from the list on the right.

Click on the side of the roof to autofill with panels.

Click the “Save” button on the top left corner.

Click “Simulate” on the top right corner.

Click on “Download”(Down key button) and select “DFX”.

Click “Export”.

Download the shading report.

Click on the “Sync From Aurora” button.

Your Aurora Design is ready with system size details. Note:You cannot change battery equipment in the proposal since it is already synced with Aurora in the database.

Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.​

Select your battery. You can increase or decrease the quantity of batteries required for your proposal.

If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.

Select the adders and click “Done”.

You can add the down payment amount before selecting your finance options.

Scroll down to the financing section of the proposal.​

Select “Enfin” to use Enfin’s financing products.

To use Enfin’s Lease products, select “Lease” and choose the product that suits your customer.​

Select the“Pricing” for your product and “Project Type”. Click “Create Quote”.

Your Enfin Lease finance card will be generated with details of the financing. Click “Finalize”.​

Now the quote is finalized and your customer is ready to qualify for Enfin Lease’s financing. Click “Qualify” to qualify your customer. Note: Clicking “Send Application To Homeowner” sends the qualification form to your customer via email. They can open the link from the email and qualify themselves.

Check the acknowledgment box and click “Submit”.

A pop-up window will appear with a “Credit Application Created” message. Use the Url below the message to begin the credit approval process.​

The URL will take you to Enfin Lease’s Credit Application form. Scroll through the page to check your customer details.​

Scroll down to enter your customer’s credit application information.

Check the acknowledgement boxes and click “Submit”.

After finishing the credit application, return to SubcontractorHub and Click “Sync” in the financing section to view your customer’s credit application status.​

Once the sync is complete, your customer’s credit approval status will be shown in the finance card. The Qualify button will turn Blue, indicating a successful qualification.​

Your customer will receive an email to select their method of payment for the lease. Note: To move an Enfin Lease proposal to theClosed Wonstage, you must upload theutility billin the 'Attachments' tab. If the utility bill is missing, an error message will appear, and the proposal cannot proceed until the document is uploaded.

💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.