GoodLeap TPO Walkthrough

• 1. Start using GoodLeap by tapping the Select Finance Option button and selecting the desired option.
  2. Open the drop-down and select GoodLeap.
  3. Once you finish selecting GoodLeap and the desired finance option, press save.
  4. Select approved GoodLeap equipment or exclude equipment in the equipment check modal if the pre-existing equipment is not compatible with the GoodLeap finance option.
  5. Select an approved module from the dropdown.
  6. Select an approved inverter from the dropdown.
  7. Select an approved battery and quantity from the dropdown.
  8. You can have the adder(s) show on the proposal, finance page, or the settings sidebar.
  9. When adders are configured to be selectable with GoodLeap TPO products, those selectable adders are then enabled in the proposal.
  10. Any adders that are not configured to be selectable with GoodLeap TPO products will appear on the proposal but will be disabled.
  11. After you are done selecting the adders needed press the "Update" button.
  12. Once a GoodLeap finance option is selected in the proposal, a one-month pricing estimation from GoodLeap for the selected finance option will be displayed. The pricing estimation includes estimated first-year production, estimated first monthly payment, escalator, Price Per kWh, and Price Per Watt. If you do not want the Price Per Watt to show on the proposal, reach out to us and we can make this adjustment for you!
  13. Press the Change Pricing button to calculate new pricing options.
  14. Select the pricing method button you would like to proceed with.
  15. Depending on the pricing method, set the PPW, kWh rate, monthly payment, or total. The PPW minimum and maximum can be set to what you prefer, reach out to us to get this adjusted!
  16. Make sure to take into account the cost of any batteries and adders! These are display only, we do not factor these costs into the calculated PPW below.
  17. Once completed, press the Calculate Pricing button.
  18. The new pricing will appear after pressing calculate.
  19. Press the Accept Pricing button to update the new pricing.
  20. Press the Qualify button to begin the credit application.
  21. Once the application is filled out, you can press submit. The application can come back with three options: approved, approved with stipulations, or declined. For this demo, we will go review the approved and approved with stipulations responses.
  22. Once approved, the Monthly Payment, Price / KwH, Price Per Watt, and Total Cost will appear in the credit application modal. If you do not want the Price Per Watt or Total Cost to show on the credit application modal, reach out to us and we can make this adjustment for you!
  23. From this modal, you can submit a customer's change order.
  24. After pressing the Change Order button, it will ask you to confirm that you understand that any existing docs will be voided to proceed with a change order.
  25. Also in this modal, you can send docs through the Send Docs button.  
  26. You may also get an application approved with stipulations, in this case, you will still be able to see the Monthly Payment, Price / KwH, Price Per Watt, and Total Cost.
  27. Access and start resolving stipulations by pressing the Resolve Stips button.
  28. Additionally, in the sidebar menu, you can access stipulations.
  29. Once you enter the stipulations modal, it will tell you the stipulations the borrower will need to complete.

  Additional Notes/Features with GoodLeap TPO

  • The following features are disabled in the side menu:
    

    • Preferred adders

    • Pages in the proposal; Span, Solar Insure, Analysis, and Savings.

    • Insurance

    • Incentives

    • Utility escalation (The Utility Escalator will be capped at 4% or lowered to 4%)

    • Utility override

    • Post-solar bill override

  • On the Customer Information Page under the finance tab, you can access the GoodLeap TPO tracker. The GoodLeap TPO milestones include Agreement Sent, Agreement Signed, Utility Bill Review Completed, Notice to Proceed Complete, and Installation Complete.