Enhancements

• Proposal improvements for display of costs & incentives: the proposal's "Your Solar Savings" page for loans and PACE products now includes a new "Financing Breakdown" section and an improved "Cost Breakdown" section. These changes make it even easier to review solar financing and incentive details with homeowners, and ensure the "Cost of Solar" shown on the waterfall chart matches the "Cost Breakdown" section below.
  • Financing breakdown: a new "Financing Breakdown" section was added that shows the retail price and loan amount below the "Payment" section.
  • Retail price, interest & fees: the "Cost Breakdown" section has been updated to show retail price net of upfront interest and fees, as well as total solar spend given ongoing interest and , fees, and any buydown payments.
  • Total available incentives: total available incentives for loans and PACE products are displayed in the "Cost Breakdown" section on the "Your Solar Savings" page. Previously, only upfront incentives were displayed rather than the total.
  • Cost of solar: the updates to retail price display, incentives, and potential interest tax savings in the "Cost Breakdown" section mean that the total "Cost of Solar" displayed will match the waterfall chart "Cost of Solar" shown at the top of the page.
• Proposal improvements for promo loan payments: proposals now display the post-promo period payment in the proposal for buydown and promo period loans, as well as the month and amount of the promo period payment. For example, promo loans with an interest only period show the payment during the promo period as well as what it will be after.
• Document voiding for archived & cancelled jobs: for archived jobs and cancelled workflows, all documents out for signature are no longer eligible for signature. See our updated support article on archiving.
  • Cancelled workflows: when a workflow is cancelled, all documents out for signature for that workflow are no longer eligible for signing.
  • Archived jobs: when a job is archived, all documents out for signature related to that job are no longer eligible for signing.
• New qualification page: New qualification user interface (UI) to ensure history of information, contact information, and all other data is displayed clearly for users. Learn more in our support article.
• Reporting: see Sighten Metrics - Ongoing Updates.

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