Summary:

OpenSolar has partnered with Selina Finance to offer a Home Equity Loan product that allows customers to secure high-value loans at low rates directly through the platform. The following article walks you through the steps to import these payment options. 

Table of Contents

About the product

OpenSolar has partnered with Selina Finance to bring an exciting direct-to-consumer product to our platform. The Home Equity Loan enables customers to secure high-value loans at low rates. 

In an exciting development, this is the first finance integration offered on OpenSolar where you, (the installer) do not have to become an accredited introducer for the lender. Simply activate it in your proposals and let the customer interact directly with Selina who takes care of the rest. What’s more, there are no subsidies, fees, or costs for you! 

Quick Start Video Guide

Review our Selina video tutorial

Activating it in your account

In order to activate this integration:

• Go to Control > Pricing & Payments > Payment Options. 
• Once in the Payment Options page, you will see the Selina Finance tile.
• Click Learn More to find out more about Selina finance, who they are and what they offer. Click Import Products to activate the products on your account.

By clicking ‘Learn More’ you will see a dialogue appear introducing you to our partner, Selina Finance. You can visit their site or read our help center article via the links presented. Click Connect Selina to activate the products on your account.

There are 4 products available - all distinguished by their term length - 10, 15, 20 & 25 years. All have the same interest rate.

Presenting in your proposals

Once you have imported the products via Payment Options, you are ready to add them to your proposals. 

Open a project and navigate to the ‘Payments’ tab. Once in ‘Payments’, click ‘+ Add Payment Options’.

Identify which payment option(s) you want to add, check the corresponding checkbox and click ‘Save’. 

These will now be present in your Proposal as payment options. Click on the ‘Online Proposal’ tab, open the payment options drop down on the right hand side and see the Selina products presented there.

What does the customer journey look like?

Once your customers have opened the link you have sent them, they can interact with the proposal and review the various payment options you have added. 

They will open the proposal and be able to select a payment option from the drop-down menu.

Selecting the various payment options will influence the quotation table and other dynamic aspects of the proposal. 

If they decide to proceed with a Selina Finance loan option, they will click ‘Apply Now’.

This will present a dialogue informing them that they are about to be redirected to the Selina quick quote page. They will not be able to proceed without checking the checkbox to confirm they agree to the terms and conditions as well as the privacy policy.

Once they have been redirected to the Selina quick quote page, they will proceed to complete the application independently from OpenSolar. They should return to the online proposal to review and accept. 

All finance application related correspondence will take place directly between the customer and Selina Finance. If they are approved, they will be paid the funds directly and you should arrange payment with your customer accordingly. 

Register your interest

Integrated payment options within your OpenSolar proposals for instant
credit checks and digital applications. Click to register you interest and get started!