ENERFLO + CALLPILOT
Sales verification calls, built into your solar OS
Cancellations, chargebacks, and lender disputes start at the point of sale. The Callpilot integration in Enerflo puts AI-powered compliance verification exactly where it needs to be, triggered in one click from the Install Tracker, before a bad deal ever reaches ops.
35%
Shorter average verification vs. call centers
24/7/365
On-demand welcome calls are ready when you are
62%
Faster install timelines on the Enerflo OS
$15B+
Solar transactions through the Enerflo OS
Residential solar has the highest cancellation rate in home services, often 40–50% in the first 90 days.
Most of those cancellations trace back to the same root cause: a homeowner who didn't fully understand what they signed. Misaligned expectations on financing terms, incentive timelines, or system details don't just drive cancellations, they create chargebacks, lender disputes, and change orders that erode deal margin for every party in the transaction.
Financiers are increasingly requiring digitally recorded SVCs
Solar lenders, TPO providers, and financiers now frequently require a completed Sales Verification Call (SVC) as a condition of funding (NTP). A Callpilot-verified deal arrives at your lender with a defensible compliance record already attached, reducing attrition, accelerating funding approval, and protecting your portfolio from dealer disputes that used to take 3 months to resolve.
Watch a quick interview with Max Brenchly, Head of Business Development at Callpilot, to learn more about how easy it is to use the Callpilot integration with Enerflo.
How the Enerflo + Callpilot Integration Works
One system. One flow. Compliance embedded.
1. Contract signed in Enerflo
The deal closes in the Enerflo OS (design, financing, and contract complete) and moves to ops handoff in the Install Tracker.
2. One-click SVC initiation
The rep or ops team clicks a single button to launch the Callpilot verification session. No separate login, no tab-switching, no call center hold time.
3. AI-powered verification session
Callpilot's patented technology confirms identity, pins the customer to the installation address, verifies comprehension of disclosures, and detects coaching, all in one recorded session.
4. Compliance record stored in the cloud
A verbatim transcript, AI sentiment score, and one-click PDF compliance package are stored in the cloud and accessible from Enerflo, audit-ready for lenders, regulators, or dispute resolution.
Try Callpilot risk-free for the first 30 days.
Must be a new or active Enerflo partner.
Key Features of the Enerflo + Callpilot Integration
Callpilot replaces legacy TPV call centers with patented sales compliance infrastructure, built directly into your Enerflo workflow.
One-click SVC initiation
Launch a Callpilot verification session directly from the Enerflo Install Tracker. One button press, no separate login, no call center required.
Patented AI verification
US Patent No. 12,399,967 B2. Continuous recording, liveness detection, and volume analysis. No gaps, no skips, no coaching.
Identity + Location verification
AI confirms the right person is present at the real address at the time of sale. Proxy fraud flagged automatically.
AI sentiment and risk scoring
Flags deal-quality issues at origination (coaching detection, sentiment analysis, transcript review, and multi-person video signals) so problems surface before funding, not after.
Audit-ready compliance package
Verbatim transcript + one-click PDF package formatted for legal teams and regulators. Pull hundreds of records in under an hour.
On-demand, 24/7/365
Zero hold times. Available any time, on the homeowner's schedule. Average 35% shorter than traditional call center TPV.
Who Benefits from the Enerflo + Callpilot Integration
Every party in the residential solar transaction benefits from compliance infrastructure at origination.
Protect commissions
Verified deals reduce cancellations driven by "I didn't understand what I signed" (the top cause of dealer fee clawbacks and rep chargebacks).
Faster lender funding
Verification at the point of sale means deals arrive at lenders with a compliance record already attached, no delays to NTP.
Lower cancellation rates
Callpilot-verified deals show meaningfully lower attrition than unverified deals, protecting your pipeline at its most vulnerable moment.
Cleaner ops handoff
Verified deals arrive at the install queue with a compliance record attached. No chasing reps for what was said or promised.
Fewer change orders
Misaligned homeowner expectations drive a disproportionate share of change orders. Verification at sale confirms expectations were set correctly.
Regulatory protection
D2D solar regulations are tightening across multiple states. A legally defensible verification record protects installers and EPCs in regulatory investigations.
Fund with confidence
Require Callpilot as a condition of dealer funding. Verified deal quality at origination, not after default or dispute.
Faster dispute resolution
A 3-month dealer compliance investigation becomes a 30-minute verification pull. Records are audit-ready, legally defensible, and instantly accessible.
Lower portfolio attrition
Verified deals show meaningfully lower cancellation rates, reducing the portfolio drag that unverified dealer-originated deals create.
Understand what they agreed to
The verification session confirms homeowners comprehend their agreement, in their own language, on their own schedule, with no hold times.
Protected from deceptive practices
Anti-coaching detection and identity verification protect homeowners from the predatory sales practices that have damaged trust in the solar industry.
Already on Enerflo? You're 3 steps away.
1. Sign up for a Callpilot account at callpilot.app.
2. Enable the Callpilot integration in your Enerflo OS settings. Your PSM can help!
3. Initiate your first Sales Verification Call (SVC) from the Enerflo Install Tracker (and get your first 30 days of Callpilot risk-free)
For Enerflo Partners: Try Callpilot risk-free for the first 30 days.
Frequently Asked Questions About Enerflo + Callpilot
What is a solar sales verification call (SVC)?
A solar sales verification call (SVC), also called a welcome call or TPV (third-party verification), is a recorded session that confirms a homeowner understood and consented to the terms of their residential solar agreement, including financing, system size, and incentives. SVCs are increasingly required by solar financiers as a condition of funding and serve as legally defensible documentation in disputes, cancellations, and regulatory investigations.
Do solar lenders require sales verification calls?
Yes, and the requirement is growing. Many residential solar lenders, TPO providers, and PPA originators now require a completed SVC as a condition of dealer funding (NTP). Lenders have found that verified deals carry meaningfully lower attrition and cancellation rates than unverified deals, reducing portfolio drag and dispute costs.
How does the Callpilot integration work inside Enerflo?
When a deal closes in Enerflo, the rep or ops team initiates a Callpilot verification session with a single button press from the Install Tracker, no separate login, no call center handoff. The homeowner completes the AI-guided session, and the verified record, transcript, and compliance package are stored in the cloud and accessible directly from the Enerflo OS.
How is Callpilot different from a traditional TPV call center?
Traditional TPV uses live agents or IVR phone systems, both of which introduce hold times, scheduling friction, and limited evidence quality. Callpilot replaces legacy call centers with patented AI verification (US Patent No. 12,399,967 B2) that captures identity verification, geolocation, anti-coaching detection, liveness detection, and AI sentiment scoring in a single on-demand session, available 24/7/365 in 100+ languages, with zero hold times and an average 35% shorter completion time.
How does sales verification reduce solar cancellations?
Most early-stage solar cancellations stem from misaligned homeowner expectations around financing terms, incentive timelines, or system details. A Callpilot SVC confirms what was disclosed and understood at the point of sale, anchoring homeowner expectations and providing documentation that protects the sales org and installer if a dispute arises.
Is Callpilot compliant with solar industry regulations?
Yes. Callpilot is SOC 2 Type I and II certified and holds US Patent No. 12,399,967 B2. Verification scripts support state-specific D2D solar regulations (including Nevada SB293 and similar statutes) and are customizable to lender, AHJ, and state-level requirements.
I'm already an Enerflo customer. How do I get started?
Sign up for a Callpilot account at callpilot.app, then enable the integration in your Enerflo OS settings. From there, you can initiate your first verification session directly from the Install Tracker, no rebuild, no new workflow required.
What data does a Callpilot verification capture?
Each session captures identity verification, geolocation confirming the customer is at the installation address, continuous AI-monitored recording, anti-coaching detection, a verbatim transcript, AI sentiment and comprehension scoring, and a one-click PDF compliance package formatted for legal and regulatory use.
Residential solar, connected. Compliance, done.
Try Callpilot risk-free for the first 30 days.
Must be a new or active Enerflo partner.
Enerflo Is Trusted by Some of the Biggest Names in Solar
