ArcSite integrates with Sunlight Financial so you can offer financing options directly in your proposals. This article covers how to connect your Sunlight account, include Sunlight financing in a proposal, and what happens when a homeowner submits their loan application.

Availability

Connect your Sunlight Financial account to ArcSite so financing options appear in your proposals.

Step 1: In the ArcSite web app, go to Settings > Integrations > Financing. You will see available financing providers listed on this page.

Step 2: Find the Sunlight Financial card and select Sign up. This opens Sunlight's registration form on their website.

Step 3: Complete the registration form on Sunlight's site. Sunlight will review your application.

Step 4: Once Sunlight approves your application, ArcSite's support team will link your Sunlight account to your ArcSite company. You will see "Sunlight Financial connected" on the Financing integration page along with a Management Portal button.

Step 5: Go to Settings > Takeoff & Estimate > Payment Options. Confirm the Financing Option toggle is enabled. This allows the financing payment method to appear in your proposals.

Tip: The approval and account linking process is not instant. If your Financing page does not show a connected status after Sunlight has approved you, contact ArcSite support.

Create and send a proposal that includes Sunlight financing options for your client.

Step 1: Create or open a drawing on iPad and enter the proposal creation screen.

Step 2: Scroll down to the Payment section.

Step 3: Open the Payment Method dropdown and select Financing - Sunlight. Each proposal supports one financing provider, so selecting Sunlight means this proposal will use Sunlight for its financing options.

Step 4: Select the Type of Project (e.g., Home Improvement). This field is required. Sunlight uses the project type to determine eligible loan products, and the application may be declined if it is incorrect.

Step 5: Optionally, enable the Financing Plan Recommendation toggle to include estimated monthly payment details in your proposal.

Step 6: If you enable Financing Plan Recommendation, fill in the Estimated Loan Amount, select the State, and choose up to 3 loan plans from the available options. Each plan displays the estimated monthly payment during and after any promotional period, along with the APR and term.

Step 7: Save and send the proposal to your client. The proposal PDF and the online homeowner view will both display the selected financing details. The homeowner view includes a "Start Application" button in the sidebar.

Tip: If Financing Plan Recommendation is turned off, the proposal will still show Sunlight Financial as the provider. However, specific monthly payment estimates will not be included.

Here is what the homeowner sees when they apply for financing from the proposal.

Step 1: The homeowner opens the proposal link sent by the contractor.

Step 2: In the financing section of the sidebar, they select Start Application next to the Sunlight Financial logo.

Step 3: A Financing Application form opens. The homeowner enters their applicant information: first name, last name, mobile number, email address, and property address.

Step 4: The form also displays loan information, including the project type, loan amount, and available loan plans. The homeowner selects their preferred loan plan and reviews the estimated monthly payment.

Step 5: The homeowner submits the form. A confirmation screen confirms the application has been created in Sunlight's system.

Step 6: The homeowner receives an email from Sunlight with a link to complete the full credit application on Sunlight's website. They can also select Continue on Sunlight from the confirmation screen.

Step 7: Sunlight reviews and approves or denies the application and notifies the homeowner by email.

Tip: The initial application submitted through ArcSite collects basic information only. The homeowner must complete the full credit application on Sunlight's website before a loan decision is made.

After a homeowner submits a financing application, you can monitor its progress. Go to Settings > Integrations > Financing and select Management Portal on the Sunlight Financial card. The Sunlight dashboard shows the status of all submitted applications.