¿Qué puedo gestionar dentro de la plataforma como partner?

You can manage partnerships with installers, credit applications, document submission and verification, integration with credit bureaus, progress tracking, and access control.

¿Cuál es la diferencia entre Sunwise Sales y Sunwise Partner Financiero?

Sunwise Sales is for solar installers, while Sunwise Financial Partner is for financial institutions that process applications submitted by installers. Both platforms are integrated with each other.

¿Qué tan personalizable es la integración?

The integration can be customized using APIs or platform settings.

¿Existen beneficios por la alianza?

Yes, including product placement, promotion, and access to a broad market network.

Sunwise Partners

Financial

We have the solution for banks and investment funds to promote products for the solar and energy storage sector.

Schedule an appointment

Join our financial success stories

Be a catalyst for solar energy and storage systems!

Your portfolio will power
energy solutions
where previously it was not possible.

We adapt to your needs!

Main features:

Comprehensive monitoring and management

Have full control of the requests.
Visualize the status of each project,
EPC and client. Provide quick answers and
strategic support.

Centralized document control

Forget about paperwork headaches.
Easily access contracts, applications
and relevant documentation, without relying
on external mail and folders.

Flexible configuration

Your products, your rules. Adapt rates, terms
and conditions according to your financial models.
Your parameters will allow you to validate the
Availability or not of your offer.

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What benefits will you get?

Digitization and traceability

Accessible software to optimize
your business processes through
EPCs for solar energy and storage.

Verification and trust

Project applications with standardized data
and standardized variables
that will reduce project risks.

Communication and efficiency

Immediate contact with EPC
to request documents or to schedule
to sign the contract.

Credit application flow

Create proposal

Add financing

Print proposal

Start request

Upload documents

Pre
opinion

Frequently Asked Questions

What type of financiers can be integrated?

Any financier offering financing of any kind (PPA, simple credit, lease, etc.) for PV systems, whether grid-connected, off-grid or hybrid.

Is there any cost to integrate to the platform?

Yes, depending on the level of partner and specific needs, we offer different options that fit each profile. For more information schedule a meeting with us.

What can I manage within the platform as a partner?

The scopes include:
Installer partnership management.

Credit requests and follow-up.

Documentation request and validation.

Integration with credit bureau.

Projectprogress monitoring.

Access Control: Secures roles and permissions per user.

What is the difference between Sunwise Sales and Sunwise Financial Partner?

Sunwise Sales: This is the platform for installers, where they can generate proposals/quotations and offer the financial ally's product. From here they can also initiate the processing of the product.

Sunwise Financial Partner: This is the platform for the partner, focused on managing requests from installers.

Both are integrated with each other.

How custom is integration?

Integration can be tailored via APIs or Platform Configuration

Are there any benefits from the alliance?

Yes, with a win-win approach:
Increased product placement
Promotion of brand and solutions: Access to a wide market network.
Digitization and process management on a single platform.

Is there continuous support?

Yes.
Our engineering team accompanies your team from 9 am to 6 pm (Central time).
In addition, "Wise", our AI bot trained in the solar business, is available 24/7 to answer specific questions.
Additionally we have training/onboarding sessions with our support team to set up all your information and account together with your team.