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Getting Started with Solo
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Proposals
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SoloSign
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Planset & Engineering
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Integrations
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Partnerships
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MissionControl
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General Owner Settings
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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
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User Support
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Release Notes
Mosaic User Configuration
The Mosaic integration requires users to additional configurations for any user using Mosaic on your Solo Proposals. Follow these steps to ensure a user can utilize the Mosaic integration on their proposals:
- Open the user in Solo, using the User Search page.
- Scroll to the bottom of the user profile and open “Lender Credentials”:
- In the User Lender Credentials modal, add the Mosaic v2 Email.
- This should be the email that is used when the user logs into the Mosaic portal.
- This should be the email that is used when the user logs into the Mosaic portal.
- Don’t forget to save both the lender credentials and the user!