V2 Lenders - Adding Financiers in V2-hybrid
The v2-hybrid platform has dedicated plugins for each of our integrated financiers; Goodleap Finance, Sunlight Finance, Dividend Finance, and Mosaic Finance. The instruction on how to activate each financiers' plugin is detailed below. We also have robust capability around adding non-integrated financier to V2 as well.
To clarify, a plugin is a set of independent configurable code that fits together with and/or compliments other code in our platform to provide additional functionality for our partners. This functionality may add stages to the Deal or enable integrations like financing. Plugins typically expose Org-level configuration, but may also expose User or Deal-level configuration. Plugins for integrations are likely to require credentials as a part of configuration.
To access financier plugin options, login to the V2 Admin App (https://admin.enerflo.io/orgs) and select Orgs. Click on the Org name of the partner for which you would like to activate a financier. Do not click on the link below the Org name, it'll open the partner's Enerflo instance.
If there are differences between the name of the credential fields between v1 and v2, they'lI be listed under each lender with the appropriate data mapping. If there are no differences, no data map will be listed.
You will arrive on Settings tab. Click on the Plugins tab.
As you scroll down the page, you notice a section entitled Disabled. Here amongst our other plugins, you will see the financier plugins.
Integrated Financiers
Goodleap Finance
Lenders : GoodLeap Integration (Setup) - V1 AND V2 Set up Required **This should be only V2 however is being looked into so until its resolved we will need both set up.
Sunlight Financial
Lenders : Sunlight Integration - V1 AND V2 Set up Required
Dividend
Lenders : Dividend Financial Integration (setup) - V1 AND V2 Set up Required
Mosaic Finance
Lenders: Mosaic Integration (setup) -V1 AND V2 Set up Required
Sungage Finance
Sungage Financial Integration (V2 ONLY)V2 Plugin Set up only
IGS Energy
IGS Financial Integration (V2 ONLY)V2 Plugin Set up only
Enfin Finance
Enfin Integration (V2)V2 Plugin Set up only
LightReach Finance
LightReach (Palmetto Financing) Integration (V2)V2 Plugin Set up only
Sub Orgs within Lightreach Finance need to be set up with EPC Installer License for state they are utilizing
LightReach error: Validation Error No FL license numbers available for this organization
Paykeeper
PayKeeper IntegrationV2 Plugin Set up only
As of 01/2023, we do have plugins for though no data mapping for PowerPay, Amped, Sungage, or BrightOak. Please reach out to the Pricing and Finance team to learn more.
Non-integrated Financiers
Adding Non-Integrated Financiers to v2-hybrid
The Non-Integrated Lender Finance plugin will only allow you to activate the Non-Integrated Financiers (NI Financiers) that were added via the Admin App. To add additional NI Financiers go to the v2-hybrid Admin App/Finance/Non-Integrated-Lenders. Here you will see the list of existing NI Financiers as well as the option to add new NI Financiers. Click + New Lender.
You now have a the option to add new NI Financiers to the partner's v2-hybrid instance. Enter the necessary information and click Save. This NI Financier will now be available in the Non-Integrated Lender Finance plugin dropdown menu.
Activating Non-Integrated Financiers
To enable and activate Non-Integrated Lender Finance, click on the Non-Integrated Lender Finance plugin. In the Lenders field, you will see which Non-Integrated Financiers are active and/or available in the partner's instance.
When you click in the Lenders field, you will see which other financiers have been added to the partner's finance options and are available to activate in the instance. In this example, only Concert Finance is active though Sungage Finance is also available but at present is inactive.
To activate Sungage Financial, click then the financier's name in the dropdown list and it'll appear in a a gray box in the Lenders field. Click Save.
In the partner's V2-hybrid Enerflo instance, navigate to Settings/Pricing/Finance Options. You will now see Sungage Finance as an available financier. Click on the Sync button to pull all available loan products into the instance or to update an new loan products that have not yet been updated in your loan products list. Alternatively, you may click + New Products to add new loan products manually.
You now have a the option to add new NI Financier loan products. Enter the necessary information and click Save. This loan product will now be available in the Non-Integrated Finance loan products list.
