How to set up and use Sunlight Financial Integration

Summary:

OpenSolar has partnered with Sunlight Financial so you can sell their loan products directly within your OpenSolar proposal. 

Table of contents:

About Sunlight Financial:

About the Sunlight Financial integration on OpenSolar

How to get set up with Sunlight Financial on OpenSolar

About Sunlight Financial:

Sunlight Financial has worked with hundreds of contractors to finance tens of thousands of solar projects all across the country, with flexible terms and rates ensuring you can always offer your customers a payment plan that works for them.

About the Sunlight Financial integration on OpenSolar:

• Allows your customers to prequalify and apply for a loan from OpenSolar's online proposal, with no need to jump to other windows or applications
• Presentation of loan products in Sunlight Financial approved language
• Eliminates the need for manual data entry into the Sunlight Orange Portal

How to get set up with Sunlight Financial on OpenSolar:

Not currently a Sunlight Financial Partner?  First thing you’ll need to do is get approved for their program.  Send us a note at sunlight@opensolar.com, and include your name, company name, and contact information. or if you’re ready to jump in and apply for the Sunlight program, you can fill out the application here.

Already a Sunlight Financial Partner? You’ll just need to sign an addendum to your Sunlight partnership agreement.  To get this process started, send us a note at sunlight@opensolar.com, and include the following information:

Are you a current Sunlight partner?: Yes or No
Have you had at least 5 deals approved with Sunlight in the last 90 days?: Yes or No

Name:
Role:

Phone #:
Company:  

Are you selling on behalf of another company:

If yes, please provide the company name and email contact:

Years in business:

Annual revenue:

Once you have signed the Sunlight addendum, Sunlight will notify OpenSolar and we’ll activate the integration within one business day, and notify you.

As a reminder, there are no additional fees to use the Sunlight Financial integration on OpenSolar.