Getting Started

Bill of Materials (BOM)

The BOM is your guide to ordering equipment for Solar Engine Finance projects. The BOM is updated weekly to include all of the equipment available to Solar Engine Finance customers. We can accept your BOM as soon as your customer executes their finance contracts, so send us your completed BOM order as soon as possible so we can reserve your equipment. 

Welcome Packet

The Welcome Packet is your reference guide for all things Solar Engine Finance. It includes in-office reference guides to walk you through closing a sale, requesting funding, and ordering equipment. Also included are materials you will need when closing the deal: the credit authorization form and confirmation call questions. Finally, we have included homeowner-facing materials to support your sales and marketing efforts. 


How to Use the Finance Portal

Need a refresher on how to use the Solar Engine Finance Portal? You can access the portal and check out our how-to guides on the Solar Engine Youtube Channel using the links below.


Installation Guidelines

Install/Project Requirements

Solar Engine Finance is available for qualifying homeowners to finance solar systems for single-family roof mounts. In addition, the installation must be on the roof of the home itself (i.e., main structure). 

Picture Requirements

Solar Engine Finance requires that you upload the following pictures to the "Audit Items" section in the Finance Portal:

  • The home, with visible indicator of the street address
  • Each array and associated roofline, with installed modules clearly visible
  • Installed inverter 
  • Exterior interconnection point (meter and disconnects)
Home, with visible indicator of street address

Home, with visible indicator of street address

Each array and associated roofline, with installed modules clearly visible

Each array and associated roofline, with installed modules clearly visible

Installed Inverter

Installed Inverter

Exterior interconnection point

Exterior interconnection point

Monitoring Guides

These guides detail the PV monitoring requirements for inverter-based installations for any jobs financed through Solar Engine.