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How to Configure the LightReach TPO Integration

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Matt Wrightsman
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Overview

Aurora’s integration with LightReach enables you to access LightReach leases and PPAs, and present quotes then pre-qualify homeowners with a credit application, within Aurora’s Sales Mode. Note: only current LightReach partners can activate this integration in Aurora. To become a partner, click here.

 

Once the integration has been configured in Aurora, all your LightReach TPO products and related pricing options will be accessible in Sales Mode proposals. With this integration you can: 

  • Conduct a soft credit check on behalf of the homeowner and pre-approve them for a lease or PPA from LightReach 
  • Avoid errors from manual data entry across the LightReach portal and Aurora
  • Compare multiple lease and PPA options from LightReach in a single proposal

How the LightReach TPO Integration Works

  • Step 1: Submit a credit application within Aurora’s Sales Mode for your homeowner. Note: this will result in a soft credit pull
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  • Step 2: When the homeowner is approved for credit, LightReach documents can be sent via email to the homeowner
  • Step 3: When the homeowner opens the email, they will click a link to navigate to the LightReach documents and sign an agreement

How to Become a LightReach Partner & Product Availability

In order to activate and use the LightReach TPO integration in Aurora, you must first become an approved LightReach partner. Click here to get started.

Note: LightReach product availability is determined by the homeowner’s utility provider: See here. (This list is continuously expanding — please contact your LightReach Success Manager regarding any potential market expansion opportunities.


How to Configure Aurora for LightReach

The following steps need to be taken only once to configure the LightReach integration in Aurora and adjust other settings to meet LightReach’s requirements. These actions must be completed by an account Admin.

Activating the LightReach Integration

Before you’re able to activate the LightReach integration in Aurora, you must first contact LightReach directly to confirm your consent and retrieve your organization alias. Follow these steps to do so:

  1. Send an email to both partneractivation@golightreach.com and lightreachactivation@aurorasolar.com with the subject line “Activation Request: Aurora-LightReach Integration” or similar
  2. In the body of the email, include this text: “I consent to making my LightReach account visible to the Aurora integration and request my LightReach organization alias.”
  3. LightReach’s activation team will respond with confirmation and your organization’s alias, which you’ll then input in Aurora to complete the connection

Navigate to Settings > Financing integrations and click +Add in the upper right. Select LightReach from the dropdown menu then enter your LightReach alias to activate the integration. (Your organization alias is found in the LightReach portal at Settings > Organization, and also in the portal’s URL.) Also in this modal: use the Assign to… dropdown menu to make this integration available for a Partner or Partners in your account, or for non-Partner users. Click here to learn more.

 

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Integration Configurations

After connecting the LightReach integration, click the ⋯ (ellipses) in its row on the Financing integrations page. Based on your needs and preferences, you can update the following advanced configuration settings:

  • Integration name - change how the integration appears in the Sales Mode Financing dropdown, if helpful for staying organized
  • Allow homeowners to apply from the web proposal - turning this ON will include a link to the credit application within the web proposal for the homeowner to access

Enabling Components from LightReach’s Approved Vendor List (AVL)

Note: In order to show LightReach pricing options to users in Sales Mode, the integration will validate whether a project’s design components match the AVL — it’s critical to enable these components to effectively use the LightReach integration.


In your Database, enable your preferred Modules, Inverters, and Batteries from manufacturers found on LightReach’s AVL.

 


Next, navigate to Settings > Design. Click Edit and go to the Sales Mode inverters and optimizers section. Toggle ON the Add inverters to system option and select a Default inverter manufacturer found on LightReach’s AVL. If more than one inverter manufacturer is enabled in your Database, Sales Mode users will be able to choose among those manufacturers.

 

Configuring an Escalation Rate Range for Projects

To pitch LightReach products, users must not set an escalation rate higher than 4% for projects. In order to enforce this requirement, navigate to Settings > Utility and tax rates to configure your utility escalation rate maximum to 4%. This will impact all projects, or you can set the requirement to projects in specific states.

 

 

Enabling or Customizing a Proposal Template for TPO

Accessible at Database > Proposal templates, Admins can enable the LightReach TPO proposal template for all Sales Mode users. 

From there, sales reps can select the LightReach template for projects in Sales Mode.

 

How to Use the LightReach TPO Integration in Sales Mode

Read this article to learn about helping homeowners get approved for a lease or PPA from LightReach. For additional assistance with Sales Mode training, your Customer Success Manager can recommend options including an engagement with Aurora’s Professional Services team.

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