Integrated Finance

Close more deals from the proposal with clear cash and finance options customers can compare side by side.

Pro> Integrated Finance

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

Keep finance in the proposal

Help customers compare payment options while they are already reviewing the system, price, equipment, and savings assumptions.

Match finance to your market

Use finance paths built around regional lender models, from UK Finance Marketplace and US TPO to available AU and EU partner options.

See where each financed job stands

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.

 

Market
Benefit
Finance path
Providers
UK
Offer flexible financing without the cost or regulatory burden of becoming a credit broker.
Finance Marketplace. Customers explore financing options, generate real-time quotes, and submit applications directly from eligible proposals.
Propensio Finance Selina Hometree Finance Smart Ease
US
Help customers compare ownership and payment options, including loans, leases, PPAs, and other TPO paths.
Direct lender and TPO options. Add supported finance options to the proposal and manage provider-specific requirements.
Deep Green Solar Dividend Finance Energy Loan Network EnFin Figure HELOC Goodleap LightReach Sungage Sunlight Financial
AU
Help Australian customers compare available partner finance options from the proposal before they decide.
Partner finance options. Connect available providers and add supported finance options to customer proposals.
28Watt Handypay Humm LoanOptions.ai Parker Lane Plenti Smart Ease
DE
Offer Cloover finance on eligible German projects and keep the finance step connected to the proposal.
Cloover finance integration. Add Cloover as the supported finance path for eligible projects.
Cloover

How it works

01
Set up finance options

Start in Control > Pricing & Payments > Payment Options to review the finance providers, marketplace options, or partner options available in your market.

02
Add finance to the proposal

Automatically add eligible finance options, or choose the cash and finance options customers should compare alongside the system, price, equipment, and savings assumptions.

03
Compare, apply, and follow up

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

What our Pros have to say

OpenSolar provide a fantastic Finance Marketplace for our customers, it is very easy to use and the process is fast as well which is very important in our industry, I would highly recommend other solar companies to use the service OpenSolar have available as the finance marketplace has helped us secure many finance agreements throughout our time working alongside them. As a brand new company it has allowed us to offer professional looking services to our customers which has been a great help getting our company off the ground.
Daniel Benton
National Renewable Electrical Services
Sometimes customers like to structure their monthly finance payment to match what they’re currently spending on their energy bill, so they feel like they’re not paying any more than what they’re currently paying. At the end of it, they’re going to have the solar system.
Philip Bayman
Power IQ
On the marketplace now, you can’t access the application; it has to be on the consumer’s device. That’s a good change to make. We made sure the reps wouldn’t do that, but now they can’t, which is even better.” “As you can see on the proposal, there are options with longer terms. Customers explore it themselves, fill it out, and see if they get approved. It isn’t really for us to advise.
Marc Suggars
Power IQ

FAQs

What is Integrated Finance in OpenSolar?

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.

What finance options can I show?

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.

Is Integrated Finance available globally?

Integrated Finance supports different finance paths by market. Availability, providers, products, application steps, and status updates vary by country and finance partner.

Can customers compare cash and finance options?

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.

Does OpenSolar provide the finance?

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.

Can customers review provider details before applying?

Where supported, customers can review provider details, payment terms, and key finance information before continuing through the provider path.

How is the UK Finance Marketplace different?

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.

What does Integrated Finance support in the US?

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.

What does Integrated Finance support in AU and EU?

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.

Are finance rates and products updated automatically?

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.

Can my team see what happens after the customer applies?

Where supported, OpenSolar shows customer actions, lender updates, approvals, and required next steps, helping your team identify the next finance follow-up.

Does Integrated Finance guarantee approval?

No. Approval depends on the finance provider, customer eligibility, project details, and market requirements.

Does Integrated Finance mean finance is always the best option?

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.

How do I set up Integrated Finance?

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.