Solo Help Center

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Solo Help Center

Partnerships

Partnerships

Why isn’t (insert loan option here) calculating the same as it is on the lenders website?

Why is the monthly payment calculating so high on this proposal?

How do I see the dealer fee for (insert loan option here)?

This customer originally signed with (loan option) but now it’s listed as expired. Can we get that added back?

Why are the options for (insert lender here) not available on this proposal?

LightReach

What happens after the docs signature?

How to Review Approved Utilities

How will I know when the design verification review is complete?

When is the homeowner’s credit run?

Accessing the LightReach Quote

LightReach Stipulations

How do I partner with LightReach?

Why am I getting an error when selecting a backup battery?

What happens after I am onboarded with LightReach?

Can I adjust the PPW/kWh that shows in the LightReach dropdown?

I changed the azimuth and tilt angles of a proposal design. Now my proposal is locked for LightReach design verification.

How do I qualify a homeowner for LightReach?

Navigating LightReach User State License

Creating Equipment Compatibility in LightReach

How do I subscribe to the LightReach contract signed webhook?

Can I modify the proposal or design when the design verification stipulation is unresolved?

Design Verification Workflows

How do I contact LightReach for support or general questions about my business needs?

LightReach Adders

Why am I not able to see available LightReach adders on my proposal?

Owner Settings for LightReach

How do I send docs to the homeowner?

How can I void the LightReach Quote?

How do I access the LightReach portal?

Where can I view the total lease amount on the proposal?

I need to make a change order with LightReach. How do I do this?

What are the LightReach features in Solo?

Why am I getting the design verification stipulation?

Creating a Pricing Estimation in LightReach

Do I need to wait until the design verification review is complete before sending the TPO contract for signature?

What is the minimum FICO score to pass the credit check?

Sending Docs in LightReach

What if I want to include an adder after I’ve already been approved for credit?

When will a LightReach change order be needed?

How to Navigate the LightReach Credit Application

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RDCL

Where does the data go when the survey is completed?

Which financiers can we use with the RDCL integration?

How do I book a site survey?

Does RDCL send the customer a confirmation or reminder?

How do I know if a survey is complete?

How much effort does RDCL make if the customer doesn’t answer the door or cancels on site?

Do I need to be partnered with RDCL before using it on the Solo proposal?

Does RDCL have a policy for resurvey for more photos if they're needed?

What if I don’t see availability?

Why can't I see the RDCL page on my proposal?

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Dividend

Requesting Dividend Credentials

Dividend Lender Premium

GoodLeap

Requesting GoodLeap Credentials

Using the GoodLeap Finance Tab

Clearing Goodleap Stipulations

GoodLeap TPO

Who do I contact about GoodLeap TPO?

How do I configure adders when using GoodLeap TPO products?

Where can I manage my GoodLeap TPO deals in the GoodLeap system?

I need to submit a change order with GoodLeap lease or PPA offerings. How do I do this?

Why do I need to configure a GoodLeap adder category when using GoodLeap TPO products?

GoodLeap Adder Configuration

I am unable to select an adder when using a GoodLeap TPO finance option, why is this happening?

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Sunlight Financial

Requesting Sunlight Credentials

What is Sunlight Instant NTP?

RFX

What does ‘Unable to Generate RFX Quote’ mean?

Can I use RFX with a different financier besides GoodLeap?

Which financiers can we use with the RFX integration?

Do the answers to the survey questions affect the price of the returned quote?

Can I retrieve another RFX quote while still in the proposal?

Using RFX with GoodLeap+

What if I don’t know the answer to one of the survey questions?

Am I able to unselect the adder if the customer decides to not move forward with the RFX quote?

I received an error when requesting a RFX quote. What should I do?

Can I re-request a RFX quote once I already have one?

Does the RFX adder have to be set to the dual loan?

For GoodLeap Plus, Is it possible to qualify for either the solar loan or the home improvement loan but not the other?

Using the RFX Adder

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Solar Insure

Solar Insure: Turning on Battery Insurance

Turning on Solar Insure

Podium

What is the Invoice Number, and how is it generated?

How is a payment completed using Podium?

How can I submit a down payment for my customer using Podium?

Sungage

Requesting Sungage Credentials

Smart Energy

Which financiers can we use with the Energy Max integration?

What are the benefits of the Smart Energy integration?

Brinks

Do I have to select a backup installation date?

Which financiers can we use with the VPS powered by Brinks integration?

Does the customer have to use Solo’s docs service in order to use the Brinks/Solo integration?

How to Add the Brinks Adder to a Proposal

Can the rep cancel the installation appointment or change the date/time after the contract has been signed?

What is the VPS powered by Brinks?

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Mosaic

Requesting Mosaic Credentials

Mosaic User Configuration

DNV

DNV Accuracy Report

Sunnova

Sunnova User Configuration

Align Solar Protection

Requesting an Align Solar Protection Integration