OpenSolar has developed an integration with Plenti for residential finance so that you can offer loans to your customers directly through the Online Proposal proposal. It allows your customer to apply for the loan online, through OpenSolar!
Please read these steps to get this integration setup:
Navigate to the control zone Control of the app, clicking on pricing & payments, and then payment options.
You will see a banner where you can click to activate Plenti.
Press on the click to activate plenti button, then proceed with "get started". You will then have two options:
1. Apply to become a Plenti partner
2. Request a callback if you are already a Plenti partner
We will then process your request, and enter your unique Plenti ID tokens into your OpenSolar account for you. We will notify you once this step is complete.
Once you have received your Plenti ID tokens in your account, you can proceed with the following steps to offer Plenti products to your customers.
Navigate to control > payment options > click this button to import/refresh your Plenti products. This will be live and up to date with Plenti's current offering.
The Plenti products will then populate/refresh into your list of payment options.
Now you can offer these as you normally would with other payment options by either clicking and switching on auto-apply so that it is a default payment option for future projects, OR manually selecting the payment option in Project > Design > payment options > override default.
When a Plenti payment option is offered, it will appear in the Online Proposal as you would expect:
Note that when the Plenti payment option is selected, there are 2 options.
- Apply for loan: this will open up the Plenti iframe for your customer to apply for the finance online on the online proposal. If necessary, you may want to complete this process with them. Or, you can even complete it for them whilst you have them with you or on the phone.
- Accept Proposal on the online proposal page. You will receive a notification by email when this happens, as well as an entry in the project history log. This step can be done before the loan application so you can secure the deal right away.
Now you should be set up and ready to start using our Plenti integration on OpenSolar.
As always, should you run into issues, don't hesitate to contact us at firstname.lastname@example.org for assistance.