How to Set Up Lenders to Finance with Your Own Database?

If you want to use manual entry financing in your proposals, you must first add lenders and their loan or lease products to your database. This setup is required — without it, manual financing options won’t be available in proposals. Once added, you can customize terms, rates, and pricing for each lender. To do so, follow the steps below to set up a lender, define its financial products, and enter pricing details.

Step 1: Locate “Manage Database" and click "Lenders” from the main menu

Step 2: Click on the “+ Lenders” in the top right corner.

Step 3: Add the lender's name and select the type: Loan or Lease.

Click “Add”

Step 4: Now select the Lender that you have just created to add its financing products.

Step 5: Scroll down and click on “Add Product”.

Step 6: Enter the product term and rate, select the dealer fee type (Percentage or Flat), fill in the details as shown on the page, and click 'Add'

Step 7: Click on the “View Detail” button to add the price.

Step 8: Scroll down the product detail page and click on the “Add Price” button next to the Price Information section.

Step 9: Define the pricing details for the lender’s product by entering key variables such as Sunhour, KWH Rate, PPW Rate, and Status. Click “Save”. These inputs ensure accurate financial modeling for solar proposals.