Does Sunlight Provide Sales Proposals?
Currently, Sunlight Financial does not provide an extensive sales proposal for the selling of solar systems. We do offer the ability to generate a PDF summary of the loan terms using our payment calculator. We also have a relationship with Solo, Enerflo, OpenSolar, Quativa, WattMonk, Subcontractor Hub, Sunivo, Sunbase, JigWatt, and Pipe. These are proposal companies that provide the ability to generate Sunlight approved proposals for a monthly fee.
All companies that partner with Sunlight must have their proposals reviews and approved by Sunlight to ensure that the proposals meet all of our internal disclosure requirements. We also will collect copies of the first five proposals for each newly onboarded company to ensure that the generated proposals meet our disclosure requirements.
How can I generate a PDF summary of the estimated loan terms and payment calculator?
For customers that would like a copy of their estimated loan terms and payment calculator, you can create a PDF after entering the customer’s loan information in the Payment Calculator. See the steps below for how to do this.
1. Open the Payment Calculator
2. Click the printer icon at the top of the screen next to where it says "Payment Calculator."
3. A tab will open up with a summary of the customer's estimated loan information. You can save this PDF or print it by press CTRL + P on a windows computer, Command + P on a Mac or just find your print action in your browser.
- When you get this print dialog screen under destination you can either choose PDF or your local printer.
Note, thee Payment Calculator only provides an estimation of the loan terms. The final complete loans terms will be disclosed in the loan agreement.
How can I learn more about partnering with the proposal provider Solo?
Sunlight has partnered with proposal company Solo to provide partners a proposal that is ready to sell. The proposal has been approved by Sunlight and has all the necessary compliance disclosures. If you are interested in setting up a consultation to learn more please contact our Business Development representative - Tim Bolger at tim.bolger@sunlightfinancial.com. Thanks!
Click Here To Learn More About Solo's Dynamic Proposal Tools!