Getting your customers qualified for financing quickly is essential to keeping deals moving. Following these steps ensures a smooth qualification process with fewer delays and surprised customers.

Scroll down to the financing section of the proposal and selectFinancing (Fully Integrated).

Select “Sunlight Financial” to use SunSaver’s financing products.​Note:If you are approved for SunSaver and already connected with Sunlight in SubcontractorHub, the SunSaver product type will automatically appear in proposals where applicable based on state allocation by Sunlight.​

Select your customer’s utility from the “Select Utility Company” dropdown menu, then click“Update”.

From the “Product Type” dropdown select “SunSaver”.

Open the “Finance Options” dropdown to select the financing option that suits your customer’s needs and budget. Click “Add Loan”.

After selecting a financing option, the SunSaver finance card will be generated with details of the financing option. Click “Finalize”.​SunSaver Payment ItemsAPR (Annual Percentage Rate):The interest rate charged on your solar loan. Annual Payment Escalator:Increases your payment amounts annually. Term:Total duration of your solar loan in months. Payment 1-16:Your initial monthly payments during the first 16 months. Voluntary Payment of 30% of Loan Amount:Optional upfront payment if applying for the ITC. Assuming 30% Voluntary Payment Paid by Payment 16:If the 30% down payment is made by Payment 16, the remaining installments (Payments 17–28) and final payments are recalculated on the reduced principal. Assuming 0% Voluntary Payment:If no voluntary down payment is made by Payment 16, the remaining installments (Payments 17–28) and final payments are calculated on the full principal.

Now the quote is finalized and your customer is ready to qualify for SunSaver’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.

Enter the customer’s details, check the acknowledgement boxes and then click “Next”.

Read the disclosures and check the acknowledgement box then click “Submit Credit Application”.

Your customer’s credit score will decide whether they are eligible for SunSaver finance. If your customer qualifies, you will receive a congratulatory pop-up window. Click “Ok”.

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".

💡 A sales rep qualifies a homeowner for a GoodLeap loan right at the kitchen table in under 3 minutes. The customer is excited to see they're approved and signs the contract the same day.