How to Email Credit Application to Customer - Integrated Finance

Summary

Sending a credit application via email to your customer enables you to leverage powerful benefits of OpenSolar's integrated finance partnerships with Mosaic, Sungage, and Sunlight. Once a project includes an eligible payment option and the customer’s contact information is complete, you can easily send the credit application through multiple convenient access points within the platform.

How to Send a Credit Application to Customers

Before sending a credit application, ensure the following project details are complete:

• Project includes a Mosaic, Sungage, or Sunlight integrated payment option

• Customer details include full name, email address, and phone number

Once these requirements are met, you can send the application using one of the following methods:

From the Payment Tab

In the Payment tab, you will see a “Payment Card” for each available payment option and system. Each card includes an:

• “Email Application” button — Click to open a pop-up where you can confirm the customer’s email and send the application.

• “Launch Application” button — This opens the credit application directly in a pop-up within the OpenSolar platform on your device.

Use this option when you want to either send or fill out the credit app in real-time with the customer.

From the Online Proposal

On the Online Proposal, scroll to the lower-right corner and click:

• “Send Credit App to Customer”

💡 This is a seamless option when your customer is actively reviewing the proposal.