Can I Offer My Customers Financing? (New Sales Experience)

Learn about collaborating with the financing companies we support or incorporating your own

Admins with Settings access can view Financing options by navigating to Estimate Settings and selecting the Financing option from the menu on the left.

Sunlight Financial

Sunlight Financial is a direct financing integration that provides users with a seamless experience. 

• To begin using Sunlight Financial, click on the Get Started with Sunlight Financial button.
  • To use this integration, you need to be an approved Sunlight Financial partner with an active account. You can either connect your active account or start a new application from the dialogue box shown below.  
    

• By using Sunlight Financial, you can:
  • Have your customers make monthly payments directly into any quote.
  • Pre-qualify your customers with soft credit applications to confirm whether they can use financing.
  • Run full financing applications to understand exact approval amounts prior to creating a quote.
  • Automatically sync customer details and signed data into Sunlight Financial's application portal. 

Custom Financing

 With the Custom Financing option, you can add plans from any financial provider you are affiliated with to your financing library.

• To add a Custom Financing option, select the Add Provider button.
• On the Edit Provider screen:

 

• • Enter the name of the provider.
  • Upload the logo of the financing provider.
  • Provide the specific details of the financing options offered by the unique provider. Once you have entered all the necessary information, click on the "Add plan" button and Publish the details.
  • These plans will show up in your quotes so the homeowner can compare cash payments to financed payments.