Aurora Solar’s financing integration with Mosaic enables you to connect your Mosaic and Aurora accounts to access Mosaic loan products in Aurora’s Sales Mode.
Note: only current Mosaic partners can activate this integration in Aurora; to become a partner, click here.
Once the integration has been configured in Aurora, all your Mosaic loan products will appear in Sales Mode as Financing options. With this integration you can:
- Conduct a soft credit check on behalf of the homeowner and pre-apply for a loan from within Aurora’s Sales Mode;
- Show the homeowner Mosaic loan products using approved language;
- Avoid errors from manual data entry in both your Mosaic portal and Aurora
Table of Contents
- How to Submit a Credit Application
- How to Email the Credit Application to Homeowner
- How to Become a Mosaic Partner
How to Submit a Credit Application
*Please note that once you’ve enabled the Mosaic integration, you’ll be able to use this integration on previously created projects as well as new projects moving forward.
To get started, navigate to “Financing” in Sales Mode.
Next, make sure to select any adders, discounts, or incentives you’d like to add to the project. Then select your preferred Mosaic loan from the drop down menu on the right side of the screen.
Make any adjustments to the financing proposal if needed or click “Apply now” to move forward. You’ll next see the screen below:
In order to submit a credit application, you’ll need the following information from the homeowner:
- First name and last name*
- Phone and Email
- Social Security information
- Date of birth
- Income Level
- Mortgage Information
*Note that the name and information need to match the name on the Homeowner Installation Agreement. If the names do not match, Mosaic will not countersign the loan.
Once all steps of the credit application have been completed, click “Submit” to submit the credit application. If the customer qualifies and is approved, they will see a message like the one below:
The homeowner will also receive two emails. An approval email like the one shown here:
And the homeowner will also receive a loan documents email to complete the application process.
Sales Reps can click “Email loan documents” and enter an email address to send the loan docs again.
How to Fill Out the Loan Documents
Finally, to fill out the loan documents, the homeowner will click on the link they were sent to first verify their email address, leading them to the Mosaic portal. From here they can review the loan terms in detail and sign the loan application if they choose to proceed.
How to Email the Credit Application to a Homeowner
Rather than utilizing the credit application within Sales Mode, homeowners may prefer to complete their credit application in private or on their own time. This feature gives homeowners greater flexibility, privacy, and extra decision-making time before committing. From the Financing page:
- Select a Mosaic financing product from the drop-down menu
- Click “Apply now”
- Select “Email credit application”
How to Become a Mosaic Partner
You'll need to be a current Mosaic partner to set up your integration. If you’re not a Mosaic partner, click here to get started.
How to Configure Your Mosaic Integration
Read this article to learn how to configure the Mosaic integration in Aurora: