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Selecting Participate Energy on Proposals

To use Participate Energy as the financing option, follow the steps below:

1. Select Participate Energy as the Lender

Navigate to the Finance page and choose Participate Energy from the list of available lenders.

2. Review Available Incentives

Once Participate Energy is selected:

  • Only approved incentives will be displayed.

  • Incentives that are not approved for use with Participate Energy will be automatically hidden and unavailable for selection.



This ensures that only eligible incentives are applied to the financing option.

 

3. Review Pricing Details

After selecting Participate Energy, review the pricing information shown in the modal beneath the selected finance option.

Carefully confirm that all pricing details are accurate before proceeding.

4. Request Required Documents

When requesting documents:

  • Ensure Participate Energy is selected as the lender.

  • Use the Participate Energy install partner to generate and send the correct agreement(s).

This step ensures the appropriate documentation is sent based on the selected financing provider.