Sunlight Financial

Requesting Sunlight Credentials

Owner feature only!

To connect your Sunlight portal to your Solo proposals, fill out the following request form, which asks for the following information: 

  • Name of Company (Legal Entity Name) 

  • Name of Company within Solo (if different from above) 

  • Partner Signatory Name

  • Partner Signatory Email (or Contact Email) 

The Partner Signatory is the contact of the company requesting credentials. Once this form is filled out, the request will be sent to our MissionControl team. They will work with Sunlight, who will send us the credentials once approved. When they receive the credentials, MissionControl will configure the integration on your account, then respond to the request via email.