Finance
Connect lenders and instantly qualify homeowners.
88 articles
Sales Walkthrough for GoodLeap Loans
How to Integrate GoodLeap
How to Qualify for GoodLeap Loans
How to Send a Contract for GoodLeap Loans
Post-Qualification Process for GoodLeap Loans
How to Qualify with GoodLeap+
How to Send a Contract for GoodLeap Lease/PPA
How to Qualify for GoodLeap Lease/PPA
Sales Walkthrough for GoodLeap Lease/PPA
How to Create a Change Order with GoodLeap Lease/PPA?
How to Enable and Manage the Offset Limit Setting
How to Enable Required Actual Data for the Consumption Profile
GoodLeapLease/PPA - Rate Dropdown
How to Map GoodLeap Users
How to Process GoodLeap Change Orders
SOLRITE - Sales Walkthrough
Billing Profile
Integrate with SOLRITE
What is the SOLRITE Sonnen Bonus
How to Qualify your Customer Through SOLRITE
How to Resend Customer to Podio
How is The SOLRITE Net EPC Calculated
How to Process Homeowner and Installer Change Order Contracts for SOLRITE
Replace Old Change Order
SOLRITE Milestone
Running Credit and Signing
Prepping to Sell & Setting Expectations
How to Integrate LightReach
LightReach Storage
LightReach Pre-Pay & Purchase Options
LightReach Protect & Warranty Information
Getting Approved: Credit Parameters
Clearing Stipulations & Setting Up ACH
Approved Vendor List (AVL)
LightReach Eligible Sites
LightReach Sales Walkthrough
How to Map Lightreach Batteries
How to View LightReach Finance Status in Project
How to Add a Finance Option for Proposals with Batteries
LightReach HVAC Lease Sales Walkthrough
How to Process Sunlight Financial Change Orders
Sunlight Financial Post-Qualification Process
How to Map Sunlight Financial Equipment
How to Qualify with Sunlight Financial
How to Qualify with SunSaver
Sunlight Financial Sales Walkthrough
SunSaver Sales Walkthrough
How to Integrate Sunlight Financial
How to View Sunlight Status in Project