Sunlight Financial Sales Walkthrough
Follow the steps below to start selling with Sunlight Financial.
Step 1: Sign in to your SubcontractorHub account with your username and password.
Step 2: Click on the "New Customer" button at the top of your screen to create a new customer.
Step 3: Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.
Then click “Create customer” in the top-right corner of the page.
Step 4: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.
Step 5: Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider.
Step 6: Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered.
Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.
Step 7: Click “Start Design”.
Step 8: Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to "manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide for detailed instructions.
Step 9: Click on the modules that you want to include in the design. You will notice the
system size, offset, and production all change in real-time. You can also adjust the system offset with the slide bar. If you wish to further adjust the design, switch to AI edit mode.
Update Electric Bill pricing and Annual Usage that suit your customer’s needs.
You can also select the type of panel that goes into the system alongside the design.
Step 10: Click “Next”.
Step 11: Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section.
Step 12: Scroll down and turn on the battery toggle to add batteries to your proposal.
Step 13: Choose if you would like to quote a backup battery OR a grid-tied battery here.
Step 14: Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.
Step 15: Select your battery from this section. You can increase or decrease the quantity of batteries required for your proposal.
Step 16: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click on “Choose Adders”.
Step 17: Select the adders you need and click “Done”.
Step 18: You can add the down payment amount before selecting your finance options.
Step 19: Scroll down to the financing section of the proposal and select Financing (Fully Integrated).
Step 20: Select “Sunlight Financial” to use Sunlight Financial’s financing products.
Step 21: Open the dropdown to select the product that suits your customer’s needs and budget. Select your financing option and click “Add Loan”.
Step 22: The Sunlight Financial finance card will be generated with details of the financing option. Click “Finalize”.
Step 23: Now the proposal is finalized and your customer is ready to qualify for Sunlight Financial’s financing. Click “Qualify” to qualify your customer.
Step 24: Enter the customer’s details, check the acknowledgement boxes and then click “Submit”.
Step 25: Your customer’s credit score will decide whether they are eligible for Sunlight Financial finance. If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click on the “Ok” button.
Step 26: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Send Loan Docs Request” to share the contract.
Step 27: Click on the “Yes” button. This will generate the contract.
Step 28: The contract will then be sent to the homeowner's email. Click “Review Document” to begin signing.
Step 29: Enter the last 4 digits of the customer’s SSN and click “Validate”.
Step 30: Read the disclosures and click “Continue”.
Step 31: Click “Start”.
Step 32: Click “Initial” where indicated on the document.
Step 33: Select your initial and click “Adopt and Initial”.
Step 34: Select your payment method and enter the required information.
Step 35: Click “Sign” where indicated on the document.
Step 36: You may be asked to opt in or out of a Solar Rights Alliance membership. Once the signing process is complete, click “Finish”.
Step 37: After completing the signing process, a copy of the signed finance contract will be sent to your customer’s inbox.
Step 38: The finance card will reflect that the finance documents have been signed, as shown in the example below.
