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Admin Setup

Introduction & Locating the Plugin

Plugin Settings

Syncing Rates

Video: Admin Setup

Sales Rep Email Configuration

Why an Integration Email?

Setting Your EnFin Rep Email

Video: Sales Rep Setup

Creating a Deal and Submitting an Application

Project Setup & Design

Proposal Creation & Rate Selection

Submitting the Application

Submission Error

Video: Creating a Deal and Application

The Homeowner Experience

Credit Application and Soft Pull

Application Outcomes

ACH Setup & Contract Signing

Application Outcomes & Errors

Video: Homeowner Experience

Change Orders & Syncing

Completing a Change Order

Syncing the Status

Cancelling Applications

Video: Change Orders, Cancelling, & Syncing

Troubleshooting Errors

Equipment Approval Error

System Size Limits

No Savings Found

Cancellation Error

Sales Rep Email Error

Video: Troubleshooting

Badge Card

The ultimate guide for using EnFin TPO in Enerflo.

$ (USD)

Welcome to 'Mastering the End-to-End EnFin TPO Integration in Enerflo,' the ultimate guide designed for solar professionals, system administrators, and sales representatives who want to seamlessly integrate EnFin's Third-Party Ownership (TPO) financing solutions directly into their Enerflo workflows. In today's competitive solar market, offering flexible and reliable financing options is crucial for closing deals. This comprehensive course takes you through every step of the EnFin TPO integration process, ensuring you can configure, manage, and troubleshoot financing applications with confidence.

Starting with the foundational Admin Setup, you will learn how to configure plugin settings, enable EnFin TPO, and sync products and rates effectively. We then guide you through the essential Sales Rep Email Configuration, ensuring your team is properly linked to the system. As you progress, you will dive into the core of the sales process: creating deals, designing projects, selecting rates, and submitting applications directly within Enerflo.

Understanding the customer journey is vital, which is why we dedicate a full module to the Homeowner Financing Experience, covering credit applications, ACH setup, and contract signing. Additionally, you will master post-sale processes like managing change orders, syncing application statuses, and handling cancellations. Finally, our robust troubleshooting section equips you with the skills to resolve common integration errors, equipment approval issues, and system size limits. By the end of this course, you will have the expertise to streamline your solar financing operations, enhance the homeowner experience, and accelerate your sales cycle.

EnFin TPO Training

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            <p>The integration of EnFin's Third-Party Ownership (TPO) platform within Enerflo represents a significant advancement in streamlining solar financing workflows. This comprehensive course is designed to guide both system administrators and sales representatives through the end-to-end process of configuring, managing, and executing EnFin TPO transactions. For administrators, the journey begins with foundational setup tasks, including plugin activation, settings configuration, and the synchronization of products and rates. Simultaneously, sales representatives will learn how to properly configure their integration emails to ensure seamless communication and attribution between Enerflo and the EnFin portal, establishing a robust foundation for successful project execution.</p>

<p>Beyond the initial configuration, this training covers the entire operational lifecycle of a solar deal. Participants will gain a deep understanding of project setup, proposal design, rate selection, and the submission of credit applications. The course also details the homeowner's perspective, illustrating the credit check, ACH setup, and contract signing processes to help representatives better support their clients. Finally, users will master advanced post-submission workflows—such as executing change orders, syncing application statuses, and cancelling applications—while learning how to diagnose and resolve common integration errors, including equipment approval issues, system size limits, and email mismatches.</p>
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