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How Do I Request Financing Through Sunlight Financial?

You can request financing for your customers from their Contact or Job page in JobNimbus.

Note: If you are using both Jobs and Contacts, be sure to request financing under the record you will be using to create the Estimate.

  1. Navigate to the Job for which you need to request financing.
    1. Please note that your Contact and Job's information needs to be fully filled out in order to successfully request financing.
  2. Under the Estimates tab, select Create and then select Estimate




  3. In the Edit Estimate page, select the Layouts and Financing button in the top right.



  4. Toggle the Financing Enabled option to on.



  5. Navigate back to the Estimate and select the Financing option you would like from the dropdown.
  6. Once complete, Sunlight Financial will run a credit check on the client to move forward with approval.
    1. An email will then be sent to the client with documents to digitally sign.
  7. Once they have signed, you can find their signed documents in your Sunlight Financial account.

Your client will not be able to use financing until they sign the document emailed to them by Sunlight Financial. 

Why Financing Options Might Not Appear

Sunlight Financial sets up financing plans by state. If a Job's address state doesn't match a state enabled on one of your plans, or the Job's address is invalid, the dropdown in step 5 won't show any financing options, even with Financing turned on.

This check runs against the Job's address, not your account or business location. The same account can show financing on one Job and not another for this reason.

Confirm the Job's address is correct, then confirm with Sunlight Financial that a plan is set up for that state.