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Aurora Basics
Calvin - LR Product Expert avatar
Written by Calvin - LR Product Expert
Updated over a week ago

Ready to select LightReach as the finance option for your customers when selling in Aurora? We recommend checking out this article, or reviewing the steps below:

Have questions or problems with your Aurora experience? Reach out to Aurora support for answers! Email: [email protected]

Before you’re able to activate the LightReach integration in Aurora, you must first contact LightReach directly to confirm your consent and retrieve your organization alias. Follow these steps to do so:

  1. Send an email to [email protected] with the subject line “Activation Request: Aurora-LightReach Integration” or similar

  2. Include on this email your Aurora Customer Success Manager or [email protected] if you do not have a dedicated Aurora CSM

  3. In the body of the email: Request LightReach to make the integration live, give consent to make your LightReach account visible to the Aurora integration, and request to be sent your LightReach organization alias

LightReach’s activation team will respond with confirmation and your organization’s alias, which you’ll then input in Aurora to complete the connection

In the Aurora portal, navigate to Settings > Financing integrations and click +Add in the upper right. Select LightReach from the dropdown menu then enter your LightReach alias to activate the integration. (Your organization alias is found in the LightReach portal at Settings > Organization, and also in the portal’s URL.)

Adding LightReach to Aurora proposals

Ensure the equipment selected is listed on LightReach's Approved Vendor List (AVL), found here. Not on the AVL? It will not qualify for LightReach funding.

On the Financing tab, use the Select financing dropdown menu to select LightReach, then use the second dropdown to select a TPO product — available products will be pre-filtered down to leases or PPAs based on the utility market/state in which the project is located. View a complete list of our active utilities here.

After making a selection from the dropdown, the LightReach adders menu will appear, prompting you to confirm some design details, including:

  • Does the design have electrical upgrades?

  • Does the design have a battery? (Aurora will lock this selection if a battery is added on the Storage page)

  • What is the battery’s operating mode?

Want to add a battery to a project? Reps must ensure their organization is enabled to sell batteries through LightReach's Storage Certification and Onboarding process

After making the appropriate selections, click Next.

(If a battery is not added to the design, the LightReach upgrades modal will lock-in “No” for the battery selection, and the battery operating mode question will not be presented.)

After sending all design details to LightReach, Aurora will show the rate table that’s returned, including:

  • Solar rate - year 1 kWh rate the homeowner will pay to LightReach

  • Estimated monthly payment - the solar rate multiplied by consumption

  • EPC PPW - the amount paid to the installer/sales rep by LightReach

  • Also in this modal, Sales Mode users can see the system yield and the homeowner’s pre-solar rate to inform their selection.

After making your selections, click Save.

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When returning to the Financing page, you’ll now see the projects solar rate, annual escalation, and year 1 monthly payment. Clicking the Pencil (Edit) icon will re-open the rate table and allow you to select a different product and/or solar rate. Click Compare to add a side-by-side comparison with another LightReach product.

If the homeowner is ready to proceed, click Apply now to launch the LightReach credit application in Aurora.

Submitting a LightReach Credit Application

After clicking Apply now, the LightReach credit application will open in Aurora. Reps and homeowners should review each field for accuracy and completeness, and read all relevant disclosures before submitting.

If/when the homeowner is approved, the financing card in Aurora will show an Approved status and the ‘Apply now’ button will be removed. By clicking Send finance docs, which appears if/when the homeowner is approved, reps can send LightReach contract to the homeowner’s email.

  • For Aurora technical support: contact your organization's Aurora Customer Success manager or [email protected]

  • For LightReach product/process questions: Contact Us

    Text "INSTALLER" to 888-831-3327

    Or click the blue icon in the LightReach portal

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