Note: This feature is currently in beta and may not be available to all users.
- Overview
- How the EnFin TPO Integration Works
- How to Become an EnFin Partner & Availability
- How to Configure Your Account for EnFin TPO
- How to Use the EnFin TPO Integration in Sales Mode
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
How the EnFin 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
- Step 2: When the homeowner is approved for credit, EnFin 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 EnFin documents and sign an agreement
How to Become an EnFin Partner & Product Availability
In order to activate and use the EnFin TPO integration in Aurora, you must first become an approved EnFin partner. Click here to get started.
| Note: EnFin product availability is determined by the homeowner’s utility provider: Please contact EnFin for a list of utility providers for which their products are available. |
How to Configure Aurora for EnFin
The following steps need to be taken only once to configure the EnFin integration in Aurora and adjust other settings to meet EnFin’s requirements. These actions must be completed by an account Admin.
Activating the EnFin Integration
Navigate to Settings > Financing integrations and click +Add in the upper right. Select EnFin from the dropdown menu then enter your Organization name to activate the integration. 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. To make the integration available for all users, you may need to create a second instance of the integration — you can do this using the same organization name for multiple instances. Click here to learn more.
Enabling Components from EnFin’s Approved Vendor List (AVL)
| Note: In order to show Enfin TPO pricing options 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 Enfin integration. |
In your Database, enable your preferred Modules, Inverters, and Batteries from manufacturers found on EnFin’s AVL. Please contact EnFin to be sent AVL details.
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 EnFin’s AVL. If more than one inverter manufacturer is enabled in your Database, Sales Mode users will be able to choose among those manufacturers.
Implementing EnFin ‘Design Input’ Requirements for Aurora
Navigate to Settings > Performance simulations and update your settings to match EnFin’s requirements. Please contact EnFin to obtain detailed performance simulation requirements.
Enabling or Customizing a Proposal Template for TPO
Read this article to learn about customizing Sales Mode proposal templates for use with TPO financing from EnFin.
How to Use the EnFin TPO Integration in Sales Mode
Read this article to learn about helping homeowners get approved for a lease or PPA from EnFin. For additional assistance with Sales Mode training, your Customer Success Manager can recommend options including an engagement with Aurora’s Professional Services team.