Automatically send post-sale docs to Sunlight Financial via new Bodhi integration

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Thanks to a new integration, solar installers can now automatically submit post-sale documents required by Sunlight Financial within Bodhi Pro. Sunlight Financial Holdings is point-of-sale finance company and Bodhi Pro is a digital customer experience platform built just for the solar industry that integrates with installers’ CRMs, project management systems, document storage services, and monitoring devices.

“Sunlight Financial’s new partnership with Bodhi addresses a key installer pain point, document submission,” said Matt Potere, CEO of Sunlight Financial. “Our integration with Bodhi will save installers time and enable Sunlight to access underwriting materials with greater ease. It’s a classic win-win that will further simplify and strengthen the Sunlight experience.”

How it works | Through the Sunlight-Bodhi integration, installers that have partnered with both Sunlight and Bodhi will no longer have to manually submit project documents to Sunlight’s proprietary Orange portal.

Going forward, Bodhi Pro will automatically submit to Orange the documentation and solar system information Sunlight requires to review and approve each project milestone. In turn, Sunlight’s approval decision will be automatically reported back to the installer, enhancing operational efficiency.

Bodhi Pro will also provide homeowners with updates on progress toward installation via text, email, and installer branded in-app notifications.

“By automating document submission, we want to not only give installers time back, but also help them improve operational efficiency across their business and get paid faster,” said Scott Nguyen, CEO of Bodhi. “We know that when back-office operations move faster, cancellation rates go down, reviews and referrals go up, and companies become more resilient.”

As a bonus, Sunlight Financial’s solar installation partners will receive the first month of Bodhi’s automated solar customer experience platform for free. Sunlight partners will also receive a 50% discount on Bodhi’s standard implementation fee.

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