Integrated Finance

Offer flexible financing options from leading providers, fully integrated into your customer proposals.

Effortlessly present and manage payment options

  • Add financing options with ease
    Quickly include loans, leases, and PPAs in your proposals, giving customers the freedom to choose their preferred payment plan.
  • Instant rate updates
    Receive the latest rate and product updates in one click, ensuring your proposals are always accurate and competitive.
  • Manage multiple lenders
    Activate and manage rates from various lenders to provide the best options for each customer.

Close deals faster and more efficiently

  • Instant credit approvals
    Speed up approvals with real-time credit decisions, helping you move deals forward quickly.
  • Centralized loan management
    Track and manage all financing details directly within the proposal, eliminating the need to switch between systems.

Improve customer experience and communication

  • E-signatures and agreement management
    Send, sign, and manage loan agreements directly from the software—making the entire process more efficient and streamlined.
  • Real-time notifications
    Keep customers updated with instant notifications on loan approvals, rate changes, and key milestones, ensuring smooth communication throughout.

Schedule a demo to get started with Integrated Finance

Benefits of Integrated Finance

Seamless proposal integration allows customers to compare options.
Instant credit decision in ~45 seconds
Financing completed at the point of sale.
Real-time rate updates ensure accurate pricing.
In-built lender requirements e.g. PPW caps, product-type limitations.
Transparent processes boost credibility and eliminate manual data entry.

Choose from the industry’s leading finance providers

What our Pros have to say