Financier Transactions

ETB will provide our users instant access to quick quotes from our integrated financial partners. 

To obtain a quick quote, click 'Add Transactions' in your proposal. Then select which financier you would like to use. To add a financiers transaction to your proposal, you need to apply to use the Financiers' services. When approved, you can use any of the transactions published by the financier.

On the Step 2 screen, you will see a table with a list of transactions the financier offers. This list will automatically filter down based on the following qualifications: 

• Minimum Value of Entire Project
• Location
• PV Requirements: PV Only, PV Required, No PV
• ESS Requirements: ESS Only, ESS Required, No ESS

The qualification terms will be pre-set by the financier on each transaction. Any transaction your proposal does not qualify for will not be usable in your proposal. When you select the transaction, you will be brought to a Prerequisite screen where the financier has specified some additional details/requirements. In the last step, you will need to t input any necessary values needed to calculate the financing option you've selected, then click Save. You will have an instant quote provided by the financier you’ve selected.