Enerflo Product Announcements

JANUARY 2026

Hello 2026! This month’s updates deliver a range of enhancements across Solar PV System Design, Solar Finance, and the Enerflo Platform, all aimed at helping sales reps, designers, and partners work faster, smarter, and more efficiently. From earlier visibility into financing compatibility, faster design approvals, and better design organization to more flexible finance options, automated stipulations, and standardized lender guidance, these updates streamline workflows, reduce manual steps, and improve accuracy. Platform improvements, including precise webhook filtering and consistent access to design images in Optimus, further support integrations and post-sale operations. Together, these updates empower teams to move deals forward with confidence, reduce friction, and provide a better experience for customers.

Enerflo Platform Updates & Feature Releases

Solar PV System Design

Enerflo has introduced several enhancements to the solar design experience to help sales reps and design teams move faster, stay aligned, and reduce friction throughout the workflow. From earlier visibility into financing compatibility and faster design approvals to improved design organization, queue management, and clearer rep–designer communication, these updates are designed to streamline handoffs, improve clarity, and help teams deliver better, more efficient customer experiences at scale.

DESIGN STAGE UPDATES

Financing Compatibility Previews Now Available in Design Stage

Lender compatibility is now visible directly in the design stage, mirroring the proposal experience. This gives sales reps earlier insight into financing options, allowing them to build designs and proposals that align with customer financing needs from the outset.

 

Enerflo January 2026 Product Announcements: Financing Compatibility Previews Now Available in Design Stage.
Enerflo January 2026 Product Announcements: Faster Aurora Design Turnarounds with Auto-Approval.
AURORA INTEGRATION UPDATES

Faster Aurora Design Turnarounds with Auto-Approval

Teams can now auto-approve completed Aurora design requests, eliminating manual approval steps. This streamlines the design workflow and accelerates handoffs when working with design teams.

 

GLOBAL DESIGN TOOL UPDATES

Quickly Rename Designs Across All Design Tools

Sales reps can now rename designs directly from the design card with a single click. Available for Aurora, Scanifly, Aerialytic, and Solargraf, this update makes it easier to organize and manage multiple design options for a single customer.

 

Quickly Rename Designs Across All Design Tools (Animated)
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Quickly Rename Designs Across All Design Tools (Static)
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Enerflo January 2026 Product Announcements: Improved Design Queue Visibility & Assignment.
DESIGN QUEUE UPDATES

Improved Design Queue Visibility & Assignment

The design queue experience has been enhanced with better visibility and faster assignment. Designers now see when requests were submitted, designer lists are searchable and alphabetized for easier reassignment, and completed designs can be viewed alongside Google Maps imagery. These updates are especially helpful for teams managing large design groups.

 

DESIGN CHAT UPDATE

Design Chat Visibility Now Available for Cancelled Requests

Sales reps can now read design chat conversations on cancelled requests. This read-only access provides helpful context from designers while keeping cancelled workflows closed.

 

AERIALYTIC INTEGRATION UPDATE

Improved Reliability for Aerialytic Design Revisions

Revision requests from Aerialytic designs now follow the correct workflow. Older configurations will no longer send requests through outdated paths, reducing confusion and manual cleanup.

 

Solar Finance

Enerflo has introduced several enhancements to streamline the financing experience for sales reps and partners. From improved task organization and flexible PayKeeper payout schedules to emailed applications, real-time stipulation updates, and standardized finance compatibility checks, these updates provide faster visibility, more accurate guidance, and greater flexibility. Sales teams can now manage applications, documents, and change orders more efficiently, ensuring proposals and financing processes move forward smoothly while improving the customer experience.

FINANCE INTEGRATIONS UPDATES

Clearer Next Steps in Solar Financing Applications

Enerflo has enhanced financing applications for GoodLeap, Dividend, and Sungage with a new task blocks interface. Requirements are organized by status and automatically sorted by priority, helping sales reps quickly identify next steps and advance deals with less friction.

 

Clearer Next Steps in Solar Financing Applications | GoodLeap Approved.
1 Clearer Next Steps in Solar Financing Applications | GoodLeap Approved
Enerflo January 2026 Product Announcements: Clearer Next Steps in Solar Financing Applications | Dividend Approved + Next Steps.
2 Clearer Next Steps in Solar Financing Applications | Dividend Approved + Next Steps
Enerflo January 2026 Product Announcements: Clearer Next Steps in Solar Financing Applications | Sungage Approved + Next Steps.
3 Clearer Next Steps in Solar Financing Applications | Sungage Approved + Next Steps
Enerflo January 2026 Product Announcements: PayKeeper Flexible Payment Schedules & Milestones.
PAYKEEPER INTEGRATION UPDATES

More Flexible Payment Schedules with PayKeeper

Partners can now present multiple PayKeeper payout schedules directly in proposals. Each schedule syncs as a separate finance product, with the selected option automatically sent to PayKeeper when applications are completed.

 

SUNGAGE INTEGRATION UPDATE

Sungage Now Supports Emailed Credit Applications

Sungage credit applications can now be emailed to customers from Enerflo. Partners retain in-platform visibility into application status while giving customers a more convenient way to apply.

 

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Enerflo 2026 January Product Announcements: Dividend Resend Application Email.
1 Dividend | Resend Application Email
Enerflo 2026 January Product Announcements: Dividend Resend | Next Steps List.
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DIVIDEND INTEGRATION UPDATE

Easily Resend Dividend Financing Emails

Sales reps can now resend application and finance agreement emails for Dividend V2 directly within Enerflo. This update reduces delays and keeps deals moving when customers need documents resent.

 

GOODLEAP INTEGRATION UPDATE

GoodLeap TPO Stipulations Now Update Automatically

Stipulation status for GoodLeap TPO applications now updates automatically in Enerflo as required actions are completed. This improvement provides sales teams with real-time insight into application progress and reduces manual follow-up.

 

GOODLEAP INTEGRATION UPDATE

GoodLeap TPO Change Orders Now Validate Approved Equipment

Change orders for GoodLeap TPO applications now validate approved equipment through a new account-specific endpoint. This ensures equipment compliance while allowing previously approved equipment to remain valid when part of the original sale.

 

GLOBAL FINANCE UPDATES

Consistent Financing Guidance Across Lenders

Finance compatibility checks for equipment, utilities, and design requirements are now standardized and consolidated across most lending partners. Sales reps receive more accurate and consistent financing hints to guide proposals.

 

Enerflo Platform

Enerflo has made platform improvements to increase reliability and control. These updates give partners more precise webhook filtering and ensure design images are consistently available in Optimus, improving integrations and post-sale operations.

WEBHOOKS UPDATE

Webhook Filtering Now Available for v2 Events

Enerflo now supports webhook filtering for v2 events. Partners can trigger workflows or push data to CRMs and other systems only under specific conditions, reducing unnecessary notifications and costs. A built-in tester ensures conditions are configured correctly before going live.

Enerflo January 2026 Product Announcements: Webhook Filtering (Animated).
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Enerflo January 2026 Product Announcements: Webhook Filtering | Add Rule.
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OPTIMUS PROPOSALS UPDATE

Older Design Images Now Load Properly in Optimus

Optimus proposals now correctly load older design images. Previously, older designs could expire and fail to display, but this fix ensures the freshest version of each design image is always available for operations or post-sale workflows.

Enerflo Featured Updates

Enerflo has been busy innovating -- from the BEST reporting suite in residential solar (immediately get a leg up on your competition), to a web-based app that captures and qualifies solar leads on your website 24/7 (the setter that never sleeps!), to a new and exciting integration with Scanifly (fast, accurate solar PV system designs). 

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NEW ENERFLO FEATURE!

AI-Powered Reporting Suite for Actionable Solar Business Insights

Enerflo’s AI-powered Reporting Suite delivers clean, accessible reports and dashboards designed to help solar businesses navigate shifting market conditions and margin pressure. With reliable, centralized data, the suite supports smarter decision-making, improved operational efficiency, and sustainable growth.

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NEW ENERFLO ADD-ON!

Enerflo VSR: A 24/7 Virtual Sales Rep for Solar Lead Engagement

Enerflo VSR (Virtual Sales Rep) provides always-on homeowner engagement through a clean, intuitive, and fully branded digital experience. Deployed on websites, landing pages, or across multiple marketing channels, VSR automatically captures and qualifies interest—helping solar teams convert curiosity into sales-ready opportunities around the clock.

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NEW SOLAR DESIGN TOOL INTEGRATION!

Enerflo + Scanifly Integration for More Accurate Designs

Paired with Enerflo’s award-winning sales frontend—complete with title checks, proposal tools, and full lender integrations—you can streamline your tech stack while improving both quality and accuracy. The Enerflo + Scanifly integration empowers your team to move faster from design to sale, resulting in shorter sales cycles, fewer change orders, and happier customers—all while keeping your tech stack streamlined.

Get Help & Support

The Enerflo Support Team is at your service!

Enerflo Support Hours

Monday - Saturday*(Closed Sundays)
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(9:00am - 10:00pm ET)

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

*Holiday hours may vary

Enerflo Chat Support & Training Resources

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!

Access on-demand training and support content from Chat as well.

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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 next month.