You can now create and manage your own custom financiers in Aurora. This gives you the flexibility to accurately represent and quote all the financing providers youβre using, even without an integration.
Whatβs included:
- Create financiers under your lenderβs name, with an optional application portal URL
- Assign loan, lease, PPA, and levelized PPA products to a financier
- Limit products to specific regions so reps only see them on relevant projects
Getting started:
- Go to Database > Financing and click + New β Add financier
- Assign new or existing financing products to the custom financier
- Once a financier has at least one enabled product, reps can select it by name in the Sales Mode financing dropdown.
Only admins can create and manage custom financiers.
How to Associate Products with Financiers:
What it Looks Like in Sales Mode:
π Learn how to set up custom financiers