On the Financing page in Sales Mode, you can select a financing product — either a custom financing product created by the account admin, or one available through a financing integration — to present to a homeowner. The selected product will then be used to determine post-solar monthly payments, lifetime savings, incentives eligibility, and more.
Table of Contents
- Selecting a Financing Product via the Drop-down Menu
- Changing Financing Products via the Pricing Page
Selecting a financing product via the Drop-down Menu
First, open a project in Sales Mode and navigate to “Financing”.
Use the Pricing page, accessible via the $ icon shown below, to select any adders, discounts, and incentives you’d like to include.
Note: Before selecting a financing product, including any adders, discounts, or incentives relevant to the project is a critical prerequisite step for accurately calculating a financing product’s impact on monthly payments and lifetime savings.
Next, select your preferred financing type from the first (left) drop-down menu. In this section of the two-part drop-down, you’ll see:
- Integrated Financiers (activated by Admins in Settings > Integrations)
- Aurora custom loans (configured by Admins in Database > Financing Products)
- Cash Financing
Then use the second (right) drop-down to select a financing product. In this section you’ll see any products pulled in via a Integrated Financing (this is configured with the financier’s portal, not within Aurora) or Custom financing products created by your account Admin. Note: if ‘Cash financing’ was selected in the first part of the drop-down menu, the second part will automatically populate.
For loan products, you can then select the option to “Add down payment” and enter in a dollar amount for the loan’s down payment.
If you would like to switch to a different financing product or type, simply repeat the steps above and all relevant calculations will run again.
Changing Financing Products via the Pricing Page
The Pricing page, accessible via the $ icon shown below, is used to select any adders, discounts, and incentives you’d like to include.
Notably, you can also update your selected Financing product from the Pricing page. Click ‘Adjust financing’ in the upper-right of the page to open a slide out menu.
Use the drop-down on this page to select an alternative financing product, and click “Done” in the bottom-right to save your changes.
