Use this checklist with the Sunstone Credit Integration on Solargraf article. For how to do each step, see the article section listed in each heading.

Have ready before you start

• ☐ Your Sunstone API key from your Sunstone account manager
• ☐ The loans your team plans to offer (up to 10)
• ☐ The customer’s business details: business name, non-profit status, contact name, title, phone, and email
• ☐ The project timeline and mounting type

One-time company setup (Steps 1–2)

• ☐ Sunstone Credit is activated with your API key
• ☐ The Default toggle is on
• ☐ Your loans are imported
• ☐ Each imported loan’s display name, down payment, and dealer fee are correct

Before you send the proposal (Steps 3–5)

• ☐ The project is commercial
• ☐ The loan amount is within the loan’s minimum and maximum
• ☐ Solar is at least 51% of the total loan amount
• ☐ Your customer knows about any special payment at month 18 or maturity payment at the end of the term

Before you submit the application (Step 6)

• ☐ The right design and loan are selected
• ☐ Year 1 savings isn’t negative
• ☐ Every cost other than solar is assigned to a category
• ☐ No category total is negative

After you submit

• ☐ Any remaining fields are filled in and submitted in Sunstone
• ☐ The submission notification shows on the project in Solargraf

Quick fixes

• ☐ Sunstone Credit doesn’t appear on the project: check that the account is activated, the toggle is on, and at least one loan is imported
• ☐ A loan doesn’t appear on the webquote: check the loan amount and the 51% solar rule, or choose a loan Sunstone still offers