How to set up lenders to finance with your own database?

Step 1: Locate “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: Add the name of the product, term, and Escalator Rate, select the state, 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: Add the Sunhour, KWH Rate, PPW Rate, and Status. Click “Save”.