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How to Use the EnFin TPO Integration in Sales Mode

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Matt Wrightsman
  • Updated

Overview

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

 

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

Ensuring EnFin 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 EnFin. 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 EnFin.

Note: Because the EnFin integration will check the utility provider before returning products & pricing, it’s critical to ensure a compatible rate is selected at this stage. If using a custom rate in a deregulated utility market such as Texas or Illinois, make sure that you are using a rate schedule that has been approved by EnFin.

 

 

Selecting AVL Components for System and Storage Design

Note: In order to show EnFin 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 EnFin 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 EnFin’s AVL. Please contact your EnFin relationship manager to be sent AVL details.

 

 

Storage

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

 


 

Adding EnFin TPO Products to Proposals

On the Financing tab, use the Select financing dropdown menu to select EnFin, 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 EnFin.

 

 

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

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

 

 

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

Homeowners can also launch the EnFin 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 an EnFin Credit Application

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

Additional Workflow Considerations for Sales Mode Users

 

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.

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 EnFin portal to generate agreements and obtain signatures. Aurora’s Contract Manager is not integrated with EnFin’s agreement process.

How to Configure the EnFin TPO Integration

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

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