---
title: Sunlight Financial
description: With SumoQuote’s Sunlight Financial integration you can add monthly financing options to any quote!
---

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1. [SumoQuote Help Center](https://support.sumoquote.com/?hsLang=en)
2. [Integrations](https://support.sumoquote.com/integrations?hsLang=en)
3. [Sunlight Financial](https://support.sumoquote.com/integrations?hsLang=en#sunlight-financial)

# Sunlight Financial

## With SumoQuote’s Sunlight Financial integration you can add monthly financing options to any quote!

### Activating Financing with Sunlight

*Note: SumoQuote's Sunlight Financial integration is currently available in the United States only.*

**To activate your SumoQuote & Sunlight Financial integration, you need to be a current Sunlight customer.**

If you are not a current Sunlight customer, [apply for financing with Sunlight Financial.](https://sunlightfinancial.com/sumoquote/)

#### Activate Financing within SumoQuote

1. Go to **Configuration** > **Integrations** > **Financial Services** tab at the top of the page under **Integrations**
2. Click on **Connect to Sunlight Financial** and then follow one of the 2 options below:
   
     1. **Connect my active Sunlight Financial account**  
        This is for current Sunlight customers. You will be prompted to enter your Sunlight financial login credentials to integrate.
     2. **Apply**  
        For new Sunlight customers, follow this link to [apply for a customer account](https://sunlightfinancial.com/sumoquote/). Once you have your login credentials, enter them into the **Connect my active Sunlight Financial account** option above.
        
        To check on the status of your application, contact **[Sunlight Financial Customer Service](https://loans.sunlightfinancial.com/pub/ContactUs.aspx)**.
3. To finish activating the integration, **[VISIT THIS PAGE ](https://sunlightfinancial.com/sumoquote/)**to connect with Sunlight's team to request that your SumoQuote integration be turned on.
   
   SumoQuote's financing integration requires activation from both Sunlight Financial and SumoQuote to function properly.

### Applying for Financing within a SumoQuote Project

#### Within SumoQuote, you can apply directly for financing from a project.

1. Open the project you want to finance.
2. Click on the **Financial services** tab below the customer information.
3. Choose to **Run a Pre-Qualification** or to **Apply**, and then select one of the following choices: 
     1. If you choose **Email**, your customer will receive an email prompting them to apply for financing.
     2. If you apply **In-App**, you will be prompted to apply immediately through SumoQuote. Follow the prompts and complete the required information.

**There are a few ways to apply for financing through the SumoQuote integration with Sunlight Financial.**

#### **Pre qualification Process: Prior to Quote Creation**

Run a pre qualification to confirm whether a homeowner will be approved for financing. This will:

- Test to see whether this homeowner is eligible for financing.
- NOT determine the total dollar amount eligible to be financed (requires credit application).
- NOT effect a homeowner’s credit rating (a soft pull is made only).
- Confirm that a homeowner can be approved for the minimum financing amount from Sunlight Financial ($20,000).

**Here's how it works:

![Sunlight Financial 2024-05-23 at 11.23.00 AM (1)](https://support.sumoquote.com/hs-fs/hubfs/Sunlight%20Financial%202024-05-23%20at%2011.23.00%20AM%20(1).jpg?width=688&height=396&name=Sunlight%20Financial%202024-05-23%20at%2011.23.00%20AM%20(1).jpg)**

#### Credit Application: Before a Quote Has Been Created

Run a full credit application prior to creating a quote to see exactly the financing amount a homeowner will be approved for. This will:

- Test to see whether this homeowner is eligible for financing
- Determine the maximum dollar amount eligible to be financed.
- Affect a homeowner’s credit rating.
- Allow you to know how much a homeowner is approved for BEFORE creating a quote.

**Here's how it works:**

![Sunlight Financial 2024-05-23 at 11.23.44 AM](https://support.sumoquote.com/hs-fs/hubfs/Sunlight%20Financial%202024-05-23%20at%2011.23.44%20AM.jpg?width=688&height=491&name=Sunlight%20Financial%202024-05-23%20at%2011.23.44%20AM.jpg)

#### Credit Application: After a Quote Has Been Created

Run a full credit application AFTER creating a quote to complete the financing process, and determine the exact monthly fees the homeowner can expect. This will:

- Test to see whether this homeowner is eligible for financing.
- Determine the maximum dollar amount eligible to be financed.
- Affect a homeowner’s credit rating.
- Allow you to know how much a homeowner is approved for AFTER creating a quote.
- Potentially require changes to your quote depending on Sunlight’s approval decision.

**Here's how it works:

![Sunlight Financial 2024-05-23 at 11.42.29 AM](https://support.sumoquote.com/hs-fs/hubfs/Sunlight%20Financial%202024-05-23%20at%2011.42.29%20AM.jpg?width=688&height=419&name=Sunlight%20Financial%202024-05-23%20at%2011.42.29%20AM.jpg)**

#### Direct Financing Email Template

When a quote is signed and financing is selected, a different email template is sent to you and your customer. Take a moment to review this email template and make any necessary adjustments to the wording.

1. **Configuration** > **Account Settings** > **Email Settings**
2. Click on **Email Templates** to access the dropdown menu.
3. Scroll down and click **Edit Template** beside the *Sent when the document is signed and includes direct financing* email template.
4. Edit the subject and/or body of the email and click **Save**.

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