- Solo Help Center
- Partnerships
- LightReach
-
Getting Started with Solo
-
Proposals
-
SoloSign
-
Planset & Engineering
-
Integrations
-
Partnerships
-
MissionControl
-
General Owner Settings
-
SolarNexus
- Contact Support
- Application Overview
- Update Notes
- Tips and Tricks
- Integrating SolarNexus with Other Applications
- Incentives and Finance Programs
- Documents: Templates and DocuSign
- Shared Company Resources
- Reporting
- Project Data
- Resources: Service Offerings, Pricing, & Solution
- Resources: Products and Catalogs
- Project Milestones and Workflow Management
- Account and User Management
- Managing Sold Projects
- Energy and Financial Analysis
- PV Systems, Energy Storage, and Efficiency Measure
- Manage Sales Opportunities
- Create and Manage Jobs (Projects and Work Orders)
- Misc
- User Account Maintenance
- Utility Bills
- Managing Company Catalog
- Managing Projects
- Financial Analysis
- PV System Design and Production Estimates
- Video - Webinars and Tutorials
-
User Support
-
Release Notes
How to Navigate the LightReach Credit Application
-
Press the qualify button to start the finance application.
-
Enter the customer's information including their name, phone number, email, full social security number, and birth date.
-
Confirm the customer's address.
-
Lastly, review the PPA discloser with the customer and agree to LightReach Terms and Conditions.
-
Once ready, press submit.
-
After pressing Submit, a loading screen will appear as a LighReach quote is being retrieved.
-
Review and accept the quote.
-
After getting approved, you can review the quote.
-
You can reapply if any changes need to be made to the application.
-
Send Docs will send over LightReach documents to the customer.
-
Price Per Watt and total System Cost will show in the proposal, if you do not want this to show, reach out to us and we can make this adjustment for you!