How to Manage NREL Settings


NREL settings allow  installers to restrict financing options based on the design data source used in a proposal. If a design uses the NREL data source and a restricted lender is selected, the system will block financing and display an error message. This ensures proposals meet lender requirements and prevents invalid financing attempts.

Follow the steps below to configure these restrictions.


Step 1: From the main menu, click your organization’s profile and select “Settings”. 


Step 2: Go to the “NREL Settings” section and click the “Edit” icon to update the settings.


Step 3: To restrict NREL data source usage for design for a lender, enable the toggle next to the lender name.


Step 4: Click “Update” to save your changes.

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