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MissionControl: Finance Options

The MissionControl portal is only accessible to users with the SAAS Owner role.

Financing Options will control the selection that you and your users see on the finance page of your solar proposals: 

Finance_SelectingTPO_GIF

In MissionControl, you can add new options, customize the order they appear, and adjust the settings of each individual offering. This includes the option to edit: 

  • Custom Display Name
  • Portal Link
  • Dealer Fees
  • Custom Disclaimer
  • Live & Expiration Dates
  • States the option is available in

 

In terms of available options, there are two kinds: 

  • Integrated Options: Options added through a lender integration, that include the ability to qualify through the proposal. 
  • Non-integrated Options: Options built out in Solo's database to accurately calculate and display estimated financing payments on a proposal. 

These options will still be visible and editable from your MissionControl portal, but may have some differences in the way they're added and behave on the proposal. 

To make your experience with editing finance options in MissionControl as easy as possible, we have the following resources: