Table of Contents 

• Overview
• Watch: Pitching LightReach TPO Products in Aurora
• Ensuring LightReach Availability for Your Project
• Selecting AVL Components for System and Storage Design
• Adding LightReach TPO Products to Proposals
• Submitting a LightReach Credit Application
• Additional Workflow Considerations for Sales Mode Users
• How to Configure the LightReach TPO Integration
  
  

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
  
  

Watch: Pitching Lightreach TPO Products in Aurora

Ensuring LightReach Availability for Your Project

Because TPO product availability is dictated by the homeowner’s utility provider, Sales Mode users should first check the Energy usage tab to ensure the Pre-solar rate utility provider is covered by LightReach. 

Selecting AVL Components for System and Storage Design

System design

When placing panels, ensure the selected Panel type is from a manufacturer found on LightReach’s AVL, found here.

Storage

If adding storage to the design, ensure the selected Battery is from a manufacturer found on LightReach’s AVL, found here.

Adding LightReach TPO Products to Proposals

NOTE: You must add the homeowner’s contact info to the Customer Profile in your Aurora project prior to selecting a LightReach financing product. This will ensure that all project and product details sync to the correct record in LightReach.

On the Financing tab, use the Select financing dropdown menu to select LightReach, then use the

second dropdown to select a TPO product — available products will be pre-filtered down to leases or PPAs based on the utility market/state in which the project is located.

After selecting a TPO product from the dropdown, your design will be updated to adhere to performance simulation and system loss settings required by LightReach. From there, the LightReach upgrades modal will prompt you to confirm some design details, including:

• Does the design have electrical upgrades?
• Does the design have a battery? (Aurora will lock this selection if a battery is added on the Storage page)
• What is the battery’s operating mode?

After making the appropriate selections, click Next.

(If a battery is not added to the design, the LightReach upgrades modal will lock-in “No” for the battery selection, and the battery operating mode question will not be presented.)

After sending all design details to LightReach, Aurora will show the rate table that’s returned, including:

• Solar rate - year 1 kWh rate the homeowner will pay to LightReach
• Estimated monthly payment - the solar rate multiplied by consumption
• EPC PPW - the amount paid to the installer/sales rep by LightReach
• Also in this modal, Sales Mode users can see the system yield and the homeowner’s pre-solar rate to inform their selection.

After making your selections, click Save.

When returning to the Financing page, you’ll now see the TPO product’s solar rate, annual escalation, and year 1 monthly payment. Clicking the Pencil (Edit) icon will re-open the rate table and allow you to select a different product and/or solar rate. Click Compare to add a side-by-side comparison with another LightReach product. 

If the homeowner is ready to proceed, click Apply now to launch the LightReach credit application in Aurora.

Note: Values are illustrative only and may not reflect actual data.

Homeowners can also launch the LightReach credit application directly from the web proposal. For more details on sending a web proposal, see this article.

Note: This ability is turned off by default. Admins can turn this on by following the instructions here.

Submitting a LightReach Credit Application

After clicking Apply now, the LightReach credit application will open in Aurora. Reps and homeowners should review each field for accuracy and completeness, and read all relevant disclosures before submitting.

If or when the homeowner is approved, the financing card in Aurora will show an Approved status and the ‘Apply now’ button will be removed. By clicking Send finance docs, which appears if or when the homeowner is approved, reps can send LightReach contracting materials to the homeowner’s email, as it’s been entered in Aurora.

Additional Workflow Considerations for Sales Mode Users

Pricing Considerations

Selections on the Pricing page (e.g. adders, discounts, and incentives) can be applied to a design but will NOT impact lease or PPA pricing — the homeowner's solar rate and monthly payment — pulled into Aurora via TPO integrations. To account for TPO-specific adders or discounts, Aurora’s TPO integrations prompt Sales Mode users to confirm relevant details within the Financing page workflow.

Custom Utility Rate Schedule Considerations

At this time, Lightreach does not support the use of custom utility rate schedules in the LightReach TPO integration in Sales Mode. In order to get projects approved, users must use only rates provided by Aurora.

For contracts and agreements with homeowners, refer to the LightReach portal to generate agreements and obtain signatures. Aurora’s Contract Manager is not integrated with LightReach’s agreement process.

How to Configure the LightReach TPO Integration

Read this article to learn about configuring the LightReach TPO integration in Aurora.