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How to Use the GoodLeap Integration in Sales Mode

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Matt Wrightsman
  • Updated

Overview

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

 

Once the integration has been configured in Aurora, all your GoodLeap financing 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 loan, lease, or PPA from GoodLeap 
  • Avoid errors from manual data entry across the GoodLeap portal and Aurora
  • Compare multiple financing options from GoodLeap in a single proposal

GoodLeap Loans in Sales Mode

In order to add GoodLeap loans to a proposal in Sales Mode, the integration must first be activated by an account Admin. Click here to learn more.

Submitting a Credit Application

*Please note that once you’ve enabled the GoodLeap 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 the Financing page in Sales Mode.

 

On the right-hand side of this page, use the System Summary to review the adders, discounts, and incentives being applied to the design, as well as the hardware components included in the system and storage designs.

 

Next, use the two dropdown menus to select a GoodLeap loan and add it to your proposal.

 

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

Make any adjustments to the pricing and financing inputs if needed, then click Apply now to open the GoodLeap loan credit application.

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

In order to submit the credit application, the homeowner must complete all required fields including name and contact info, ownership and mortgage details, income, and disclosure review.

*Note that the name and information need to match the name on the Homeowner Installation Agreement. If the names do not match, GoodLeap will not countersign the loan.

Once all steps of the credit application have been completed, click Submit.

If approved, the homeowner will receive an email from GoodLeap, detailing next steps, and their approval status will also be reflected on that design in Aurora.

Filling 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 GoodLeap portal. From here they can review the loan terms in detail and sign the loan application if they choose to proceed.

 

GoodLeap TPO in Sales Mode

In order to add GoodLeap TPO products to a proposal in Sales Mode, the integration must first be activated by an account Admin. Click here to learn more. If your partnership with GoodLeap includes loans and TPO products, both will be accessible on the Sales Mode Financing page.

Ensuring GoodLeap TPO Availability

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 GoodLeap. Additionally, the homeowner’s current usage must be added for each month (with 1+ months of usage provided by the user, Aurora will automatically estimate the full year’s usage) in order to retrieve pricing options from GoodLeap.

Note: Because the GoodLeap integration will check the utility provider before returning products & pricing, it’s critical to ensure a compatible rate is selected at this stage.

 

 

Selecting the Proposal Template for GoodLeap TPO

When creating your GoodLeap TPO proposal, you’ll want to make sure you use GoodLeap’s proposal template. To select the right template, click the hamburger icon (☰) in the top left corner of Sales Mode, then click Edit at the bottom.

 

From here, you can select the dropdown under Template and select the GoodLeap TPO Proposal template. If you don’t see this option under the dropdown, contact your account admin to enable the template for your team (see Proposal Templates Configuration).

Selecting AVL Components for System and Storage Design

Note: In order to show GoodLeap pricing options in Sales Mode, the integration will validate whether a project’s design components match the AVL — it’s critical to select approved components to effectively use the GoodLeap integration in Sales Mode. If non-approved components are chosen, you will be prevented from accessing pricing options and will receive an error message.

 

System design

When placing panels, ensure the selected Panel type is from a manufacturer found on GoodLeap’s AVL. Please contact your GoodLeap relationship manager to be sent AVL details.

 

 

Storage

If adding storage to the design, ensure the selected Battery is from a manufacturer found on GoodLeap’s AVL. Please contact your GoodLeap relationship manager to be sent AVL details.

When adding batteries to your GoodLeap proposal, make sure to set your Operating Mode using the below settings based on homeowner need:

  • For Outage Use Only
    • Set the operating mode to “Backup”
  • For Backup with Daily Use 
    • Set the operating mode to “Self-consumption”
    • Adjust the backup reserve slider above 0%
  • To Limit Grid Use for Grid-tied Batteries (EnergyShift)
    • Set the operating mode to “Self-consumption”
    • Leave the backup reserve at 0%
  • To Maximize Savings for Grid-tied Batteries (EnergyShift) 
    • Set the operating mode to “Energy Arbitrage”
    • Leave the backup reserve at 0%

 

Adding GoodLeap Adders to Proposals

On the Pricing tab, use the filter on the Adders page to select adders eligible for GoodLeap TPO. Available adders must be configured by your account admin in Aurora.

 

Adding GoodLeap TPO Products to Proposals

On the Financing tab, use the Select financing dropdown menu to select GoodLeap, then use the second dropdown to select a TPO product — available products will be pre-filtered based on the utility market/state in which the project is located, as well as your organization’s approvals with GoodLeap.

 

After selecting a TPO product from the dropdown, your design will be updated to adhere to performance simulation and system loss settings required by Goodleap. From there, Aurora sends all design details to GoodLeap to return a rate table with the following information:

  • Solar rate - year 1 kWh rate the homeowner will pay to GoodLeap
  • Estimated monthly payment - the solar rate multiplied by consumption
  • EPC PPW - the amount paid to the installer/sales rep by GoodLeap
  • 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.

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

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 GoodLeap product. 

 

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

Homeowners can also launch the GoodLeap 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.

 

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Submitting a GoodLeap TPO Credit Application

After clicking Apply now, the GoodLeap 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 GoodLeap contracting materials to the homeowner’s email, as it’s been entered in Aurora.

 

If changes are made after sending finance docs to the homeowners, click Send changes to push the new design and pricing details to the GoodLeap portal. Sales Mode users will see the ‘Send changes’ button only after sending finance docs, and can send changes to GoodLeap as many times as is needed.

 

Additional Workflow Considerations for TPO

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. 

Note: If you wish to also present loan or cash financing in the proposal, Pricing page selections WILL impact any loan or cash options you add.

 

 

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

How to Configure the GoodLeap Integration

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

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