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Adding Prepaid PPAs to the Solo Platform

This guide outlines the process for integrating prepaid PPAs into the Solo platform using a lender's calculator and finance options. Follow the steps below to ensure accurate pricing and seamless qualification.

Step 1: Add the Prepaid Finance Options in MissionControl

  1. Navigate to the MissionControl section of your Solo platform.
  2. Select the company account you want to adjust.
  3. Open the Add New dropdown under the Finance Options section.
    FinanceOptions_AddNewDropdown
  4. Use the Lender Name, Type, and Term Length filters to locate the desired prepaid finance option.
    FinanceOptions_FilterSearch_GIF
  5. Select the prepaid finance option(s) and click Add Finance.AD_4nXcxT0s6W4cceqrFNsgn6X1kXDhIZSNPKAAVIRrWGoPXo4MUrBWKWpDxPwH67fo5IdFLXazYV8X5dD0C6C6faPYijx4q7bSd2XT6RdJgAfjeMB-aXIg53FKFhL_ySVHetnKRgVUrxDscA0Ypq3-1
  6. Add a dealer fee for the newly added option, as required.
  7. Click Save Finance Changes to finalize.

Step 2: Add the Portal Link for the Financing Company

  1. In the MissionControl section, locate the prepaid finance option under Finance Options.
  2. Add the financing company's calculator URL as the Portal Link. This will enable the "Qualify" button to redirect users to the lender's calculator.

💡 Tip: Ensure the URL entered is accurate and functional to avoid any redirection issues.

Step 3: Guide Users Through the Calculator Process

  1. When users select the prepaid finance option on a proposal, they will see the Qualify button.
    prepaid lease qualify

  2. Clicking the Qualify button will redirect them to the lender's calculator.
  3. In the calculator, users can input the necessary details to calculate the exact pricing for the prepaid PPA.

Step 4: Update the Proposal with the Calculator Pricing

  1. After obtaining the exact pricing from the calculator, return to the Solo proposal.
  2. Switch the finance option to the desired lender's finance option.
  3. Manually update the system cost in the proposal to match the pricing calculated in the lender's calculator.

Step 5: Qualify with the Lender

  1. Once the system cost is updated, click the Qualify button for the lender's finance option.
  2. This will redirect users to their company-specific URL for the lender's platform.
  3. Complete the qualification process directly on the lender's platform.