EnFin Training

PPA & Lease

Training Resources

Step By Step Guide

There are no manual project generation option for EnFin projects.  All EnFin projects must be created in Aurora, then converted to a project in the Freedom Forever Lightspeed portal by using Exit to CRM.

Walkthrough Images from Webinar

Create a Lead

Create a new lead through similar to how you create a Cash and Loan Sale

Build a Proposal

Start by clicking New Aurora Proposal

EnFin is integrated directly into Aurora, making the process of building and completing proposals an easy transition. You can build, price, and complete the credit application using a similar processes you’re familiar with in Aurora.

System Design

Expert Design Required

Always request an Expert design in Aurora

• Get in the habit of requesting an expert design wehn using EnFin.  The expert design is the design that EnFin will use when doing the final review of the project.

Then this screen pops up to choose standard or expedited.

Inverter Selection - If you want a specific inverter you must select it on the design page.  

• The adder is auto-applied.  

• This must be selected in the design stage in order to be added to the contract for EnFin sales. 

Panel Requirement - QCell panels are required for EnFin projects 

• EnFin is owned by QCell

• There is no panel adder for using Qcell panels for EnFin

• You cannot have island panels.

  • • You will need more than one panel per roof plane, no singles.

• North facing panels are allowed in some circumstances

  • • The azimuth of that roof plane must fall between 270-300 or 60-90  If it doesn't fall within that range, the north facing panels will not be allowed.

Adders & Pricing - Do Not Use the Net Price Per Watt for EnFin

• Pricing will be calculated when you choose EnFin as the financing product

• Use exit to CRM to help determine the NetPPW.

• Use the pricing page to build in your adders to the project before selecting a TPO product.

Choose the financing product last

• After building in your adder costs, choose the EnFin finance product and escalator option from the financing page. 

• This will reaveal the gross EPC cost for the project.

Solar Rate pop-up screen will appear after you choose the EnFin product

Gross system price is based onthe rate, escalators, and sun hours.

Use exit to CRM to help determine the NetPPW.

Currently this is only for English speaking customers

FAQs