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Solargraf Features: Financing

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Send Homeowner a link to fill out Loan Application

How the financing integration can be more useful.

10 votes

Angelica Ettienne shared this idea · Jul 30, 2020 · Report… · Admin →

Completed · Sep 6, 2024

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Christopher Allan commented · June 30, 2022 5:39 PM · Report

There needs to be a way to send the loan application to the borrowers with service finance integration. There is no point in having everything done virtually if we have to go to the home for the loan application anyway.

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AdminIsabel (Admin, Enphase Energy ) commented · April 12, 2022 5:41 PM · Report

The SIN should not be entered by the Sales person.. it should be added privately by the homeowner...
Many home owners will not share this personal information.
This could pre qualify home owners for the loans

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Landon Liles commented · June 9, 2021 3:09 PM · Report

Have the homeowner access the loan application form from their end for security purposes.

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Rhody Harris commented · December 10, 2020 11:52 AM · Report

Please include the option to send the loan application by email to the client with your tool and loan integration. Thanks

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