The following steps are required to setup the Sunlight Financial integration through the SalesRabbit Marketplace. Note: This integration is only available to customers on SalesRabbit's Pro or Enterprise membership plans. Additionally administrative access is required in order to access API keys and other credentials/settings in configuring this integration.
Part 1: Authorize SalesRabbit with Sunlight Financial
Sign the SalesRabbit addendum to your Sunlight Financial Agreement, if you have not done this already. If you do not have a direct relationship with Sunlight Financial, you need to ensure this has been signed by the entity you process your Sunlight Financial financing through. This step authorizes SalesRabbit to integrate on your behalf.
After this has been done, Sunlight Financial will create and send SalesRabbit a unique username that will be used to power the integration.
Part 2: Form Creation
- Create a New Form. Make three sections called "Contact Info", "Income", and "Legal" and import the following lead/ form fields.
| Field Name | Field Key | Field Type | Required/Optional | Description* |
| Contact Info Section | ||||
| First Name | firstName | Lead Field - First Name | Required |
First Name of customer
|
| Last Name | lastName | Lead Field - Last Name | Required |
Last Name of customer
|
| Phone | phonePrimary | Lead Field - Phone | Required |
Phone of customer
|
| Lead Field - Email | Required |
Email of customer
|
||
| Street Address | street1 | Lead Field - Street Address | Required |
Street Address of customer
|
| Apt/Suite | street2 | Lead Field - Apt/Suite | Not Required |
Apartment or suite number
|
| City | city | Lead Field - City | Required | City of customer |
| State | state | Lead Field - State | Required |
State of customer
|
| Postal Code | postalCode | Lead Field - Postal Code | Required |
Postal Code of customer
|
| Date of Birth | dateOfBirth | Lead Field - Date of Birth | Not Required |
Customer's Date of Birth
|
| SSN | ssn | Lead Field - SSN | Not Required |
Customer's Social Security Number
|
| Income Section | ||||
| Income Description | incomeDescription | Form Field - Display Text Field | Not Required |
Description of what is required for annual income field
|
| Annual Income | annualIncome | Form Field - Number | Required |
Applicant's Annual Income
|
| Legal Section | ||||
| Credit Consent | creditConsent | Form Field - Display Text Field | Not Required |
Consent to run a soft credit pull
|
| Notice at Collection of Personal Information | noticeAtCollectionOfPersonalInformation | Form Field - Display Text Field | Not Required |
Notice of Collection of Personal Information
|
Here is text that you can copy and paste for the "Income Description", "Credit Consent", and "Notice at Collection of Personal Information" fields:
Income Description:
Alimony, child support, or separate maintenance income need not be revealed if you do not wish to have it considered as a basis for repaying this account.
Credit Consent:
By clicking "Submit", you are providing Express Written Consent under the Fair Credit Reporting Act for Sunlight Financial LLC and your installer to obtain your consumer credit report from the contracted Credit Bureau(s) associated with your pre-qualification for a credit inquiry. This is a soft-pull of credit that, in no way, affects your credit score.
Notice at Collection of Personal Information:
Sunlight Financial LLC will collect the following categories of information to complete your application for a solar or home improvement loan with one of its lending partners:
· Personal identifiers such as a name, address, email address, telephone number, and Social Security number;
· Commercial information such as records of property ownership and products or services purchased;
· Employment information such as occupation, employer, and work phone number;
· Internet or electronic network activity; and
· Credit and financial information such as bank routing and account number, credit or debit card information, credit history, and other financial information.
You can learn more about the information collected and how Sunlight protects your information by visiting Sunlight's Privacy Policy at https://sunlightfinancial.com/wp-content/uploads/2019/11/Sunlight-Privacy-Policy.pdf
*Turn the "Show Name" ON for Credit Consent and Notice at Collection of Personal Information and OFF for Income Description.
- Turn on Custom Form Responses
4. Click on “Publish” Button and confirm.
Part 3: Configure Sunlight Financial Integration
- Navigate to the Marketplace under "Integrations". (Must have admin access)
- Select the Sunlight Financial Integration Card.
- Navigate to the "Configuration" tab and click "Enable".
- Enter your Admin Email and select your form from the dropdown list and click "Finish".
Note: If you wish to disable or reconfigure this integration at any time you can do so by clicking "Disable" or "Reconfigure" respectively. Additionally, if the integration is currently live you should see an "enabled" indicator on the integration.
Your Sunlight Financial integration should now be live! If you have any issues or problems please reach out to support or your CSM for help configuring this integration.