Integrated Finance
Close more deals from the proposal with clear cash and finance options customers can compare side by side.
What’s Integrated Finance?
Integrated Finance helps solar pros close more deals by making solar more accessible and affordable. Customers can compare cash and finance options directly within the proposal, while your team can track finance status and next steps after they engage.
- Show cash and finance options in the proposal
- Compare monthly payment, term, APR, and total repayable
- Use supported finance paths by market and provider
- Check customer actions, lender updates, and next steps
- Keep finance close to the solar proposal.
Why Pros use Integrated Finance in OpenSolar
Help customers compare payment options while they are already reviewing the system, price, equipment, and savings assumptions.
Use finance paths built around regional lender models, from UK Finance Marketplace and US TPO to available AU and EU partner options.
Check customer actions, lender updates, approvals, and required next steps in OpenSolar, so finance follow-up is easier to spot.
Choose your finance path by market
Integrated Finance works differently by country, provider, and project type.
Review the finance path available in your market, then connect the setup that fits how your team sells.
How it works
Start in Control > Pricing & Payments > Payment Options to review the finance providers, marketplace options, or partner options available in your market.
Automatically add eligible finance options, or choose the cash and finance options customers should compare alongside the system, price, equipment, and savings assumptions.
Customers review finance details and continue through the supported provider path. Your team checks status and next steps in OpenSolar.
Need setup help?
Choose your market to open the right setup guide.
Choose from the industry’s leading finance providers
FAQs
Integrated Finance helps solar pros show cash and available finance options in the proposal, then check finance status and next steps after the customer engages with finance.
Available options depend on your market, provider setup, and project details. Depending on the region and provider, this may include loans, leases, PPAs, TPO, marketplace finance, or other supported partner options.
Integrated Finance supports different finance paths by market. Availability, providers, products, application steps, and status updates vary by country and finance partner.
Yes. Customers can review available finance options alongside the system, price, equipment, and savings assumptions. Where available, they can compare monthly payment, term, APR, total repayable, and estimated savings.
No. OpenSolar connects the proposal to supported finance providers and marketplace options. Finance products, rates, applications, approvals, and agreements are handled by the finance provider.
Where supported, customers can review provider details, payment terms, and key finance information before continuing through the provider path.
The UK Finance Marketplace gives customers a customer-led way to explore available finance options. Customers can review options through the supported marketplace path while the installer stays focused on the solar proposal.
In the US, Integrated Finance supports lender and TPO options where available. Provider rules, equipment requirements, application steps, and status updates vary by finance partner.
AU and EU finance options depend on the supported providers available in each market. Pros should review the current setup options and provider requirements before adding finance to proposals.
That depends on the provider and integration. Some finance products and rates can be refreshed through the integration, while other setups may require provider-specific checks.
Where supported, OpenSolar shows customer actions, lender updates, approvals, and required next steps, helping your team identify the next finance follow-up.
No. Approval depends on the finance provider, customer eligibility, project details, and market requirements.
No. Finance is one way a customer may choose to pay. Customers should review the monthly payment, term, APR, total repayable, estimated savings, and provider terms before deciding.
Start by reviewing the finance options available in your market. Then connect the supported provider or marketplace option and check any provider-specific setup requirements before adding finance to proposals.