Sunlight Financial is one of the premier financing providers for consumer solar and home improvement loans. Sunlight Financial helps to connect consumers and home service companies to the right financing for the job.
At a glance:
| Form Submission | Lead Status Auto-Submission | Custom Fields | Lead File Attachments | 2 Way Sync | User Assignment | Lead Status Update Post Submit | Connector |
|---|---|---|---|---|---|---|---|
| ✓ |
What does this integration do?
- Eliminate duplicate data entry by submitting lead data to Sunlight Financial for a soft credit check from the SalesRabbit mobile app. You get a response to the submission in real-time directly in SalesRabbit.
- If more information is needed, add the SSN and DOB to the form in SalesRabbit and re-submit.
- Optionally have the lead assigned to a sales rep in Sunlight Financial upon submission.
What data is transferred into Sunlight Financial?
- First Name
- Last Name
- Street Address
- Apt/Suite
- City
- State
- Postal Code
- Phone
- SSN
- DOB
- Annual Income
- Assigned Rep (optional)