Enerflo Product Announcements

FEBRUARY 2025

Whether or not you’re still getting your sea legs, 2025 is in full swing! As is planning for the peak selling season. How are things trending in the industry? According to Ohm Analytics, “macro uncertainty preventing Fed rate cuts from flowing through to consumer APRs, and the recent return of TPO financier payment delays constraining cash flow across a broader ecosystem of installers due to the expansion of the lease product, has resulted in the rate of seasonal decline in Ohm leading indicators from Nov through Jan being steeper than expected” -- Originally +4%, now adjusted to -10%. U.S. permits issued in Jan 2025 were -12% YoY, with the exception of CA, which saw +8%. While it’s not 100% sunshine and rainbows everywhere, there are bright spots. The more efficient solar companies can operate, the more resilient they’ll be to these changing tides. In the past month, the Enerflo Product Teams have been hard at work, releasing new features, updates and fixes to keep workflows as streamlined as possible.  

FEBRUARY 2025: New Enerflo Features & Updates

Sales Core

SMART PULLS UPDATES

Verbal Consent for Admins

The verbal consent option has been removed from Smart Pulls for all organizations within Enerflo. This was done to ensure data privacy to homeowners and to prevent unethical sales rep activity.

Update Smart Pulls to use newer models, including the FICO 8 scoring model

This update allows flexibility when the credit bureaus require different models to be used.

SMART PULLS UI IMPROVEMENTS

Enhance Smart Pulls UI

General improvements have been made to the Smart Pull UI, including consent and status screens, making it more user friendly for users and reps.

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1 Enerflo Smart Pulls | Email Consent
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2 Enerflo Smart Pulls | Email Consent Confirmation

Solar Design

AERIALYTIC UPDATE

Aerialytic Designer Mode Access

This update enables partners to grant Aerialytic design access to their reps on a user-by-user basis. They can choose to provide Designer Mode access to all reps or only a select few, thanks to a flexible permission set. This ensures partners have full control over Aerialytic permissions while allowing greater access for those who need it. 

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1 Enerflo Aerialytic | Designer Mode Access
AERIALYTIC UPDATE

Aerialytic Designer Mode Batteries

This update allows designers and reps using Designer Mode to add or remove a battery directly within the mode, giving them greater control without needing to switch to Proposal Mode. 

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1 Enerflo Aerialytic | Designer Mode Batteries
AURORA FIX

Aurora: String Inverters

This fix resolved an issue where string inverters were briefly received with incorrect quantities. Now, Enerflo's design data will accurately match Aurora's.

OPTIMUS PROPOSALS UPDATE

Reamortization Month Corrections

The disclaimer text in Optimus now dynamically adjusts based on the reamortization event month if configured, is omitted if no reamortization event exists, and for loan products with only a promotional period, it displays two monthly payments without referencing voluntary prepayment.

Solar Finance

NEW PRODUCT FIX

Sunlight SunSaver™ Paydown Request Fix

This fix addresses an issue where the paydown amount was appearing on the proposal as $0.00. It is now the accurate value of 30% of the amount financed. 

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1 Enerflo Sunlight SunSaver | Paydown Fix
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2 Enerflo Sunlight SunSaver | Paydown Fix Detail
API UPDATE

External Finance Applications ID added to the GraphQL API

Adds [activeFinanceApplication] as a resolved field on the Proposal object, and [externalFinanceApplicationId] as a resolved field on the FinanceApplication object.

API FIX

Adjusted Rebate Calculation for Dividend API Endpoint

Rebate values should now match on both the Enerflo and Dividend platforms, providing a consistent user experience.

UPDATE

Reuse GoodLeap TPO applications only within the same proposal

This update creates a 1:1 relationship with a GoodLeap TPO credit application to Proposal.

FIX

Fixed GoodLeap Direct Pay credentials interfering with TPO credentials

This fix addresses issues with GoodLeap Direct Pay crednetials.

UPDATE

"Solar-only EPC Rate" added to the LightReach proposal summary

This update provides greater pricing transparency for partners when selling systems with batteries, clearly defining what is included in the customer’s base cost.

Become an Enerflo Pro with Enerflo Training & Certifications

Access Enerflo Learning

Login to Enerflo, click on your name in the top right corner and select "Learning" from the dropdown menu.
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Get Enerflo Certified

Enerflo currently offers certification courses for Sales Reps and Enerflo Admins.

👉 Visit the Enerflo Learning Catalog

Partner Power Hours

Partner Power Hours are weekly live training sessions for Enerflo users. Register each month to attend one or more sessions.
 
  • OCT 03 - Proposal Edit Page: Pricing & Hint System Insights
  • OCT 10 - Rapid Consumption Reports & Proposals
  • OCT 17 - Creating and Managing Change Orders
  • OCT 24 - Mastering Self-Service Integrations
  • OCT 31 - Updating Deal Templates 

👉 Register for October Training Sessions

Get Help & Support

The Enerflo Support Team is at your service!

Enerflo Support Hours

Monday - Saturday(Closed Sundays)
6:00am - 7:00pm PT
(9:00am - 10:00pm ET)

Email Enerflo Support
If/when Chat Support isn't available
support@enerflo.com  

 

Enerflo Chat Support

Enerflo Chat Support is the fastest and easiest way to get help with Enerflo.

With fast response and resolution times, the Enerflo Support Team is here to help you get unstuck and on with your day as quickly and efficiently as possible!

 

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Enerflo Helps Installers Reduce Their Project Duration

Enerflo Partners' Install timelines down 62% relative to peers despite volumes almost doubling

Ohm Analytics, a 3rd party organization, conducted a case study to measure the impact of Enerflo on install timelines. Enerflo helps create efficiencies for these organizations that enable them to both shrink their install timelines and increase their volume.

Ohm Analytics: Enerflo partners' install timelines down 62% relative to peers despite volumes almost doubling.

Thank you for your interest! See you again in February.