Skip to main content

LightReach Basics 101: Creating Quotes, Running Applications, and Clearing Stips

Learn how to create LightReach proposals, create quotes, run credit applications, and clear stipulations directly within Pipe Solar

Brandon - PLR Product Ops avatar
Written by Brandon - PLR Product Ops
Updated over a month ago

1. Complete your design

On the Design page, select your solar panels, adjust layout, and finalize the system design before proceeding to the proposal page. After done, click the Update Proposal button at the bottom.

2. Select LightReach Quote in the Proposal Page

Go to the Proposal page and choose LightReach as your financing option from the available list of lenders.

3. Submit the Credit Application

After selecting your quote, click Run Application. Enter customer details and submit to send the application directly to LightReach.

4. Review and Clear Stipulations

Once approved, review the required stipulations (e.g., ID verification, title verification). Upload the necessary documents until all stipulations are cleared.

5. Track Status Updates

Monitor quote, application, and stipulation progress in real time from the Financing tab within your project dashboard.

6. Congratulations, That's it!

Your LightReach application is complete and all stipulations are cleared! You’re ready to move forward with your project confidently using the integrated LightReach workflow directly within Pipe Solar platform.

Did this answer your question?