Order of Lenders and Finance Options

This will show you how to organize and put into order your Lenders and Finance options

1:50

Live Since and Expiration Dates

Changing Expiration and Live Since Dates and Times

2:58

Renaming Finance Options

How to create custom display names for your favorite loan options

1:26

Activating / Inactivating and Showing Expired Loan Options

How to show and activate expired loan options

1:22

Adding and Mapping Finance Options

This Video will show you how to add and map finance options for integrated lenders

4:24

Lender Updates – Continuous Sync

This Video will show you how continuous sync works for integrated lenders

1:19

Inverters (In-Depth)

Learn in detail about our new inverter customization self-service feature.

7:35

Inverters (brief walkthrough)

A quick look at the functionality of the Inverter customization tool for those familiar with self-service

2:03

Modules – Q1 2023

Best Practices – Q1 2023

Adders – Q2 2023

Proposal Themes – Q1 2023

Batteries – Q2 2023