Basic information about Concert Finance, our partnership, and how to get started in the portal.
Take a look at our different loan offerings and compare which products may be best for your homeowners.
Navigating the Portal
Guides and tools to help your operations and workflows while using the Concert Portal.
My Concert Account
Information to help you customize your Concert Portal to fit your needs.
Frequently Asked Questions the Concert team hears - all in one place.
Other Resources & Downloadables
Templates, tools, and cheat sheets to help you get the best out of the Concert program.
Training and Videos
End-to-End Portal Training
Learn how to use the Concert portal to run a project from start to finish. Beginning with the QuickCheck, we will guide you through a basic portal walkthrough - including document signing, funding requests, and completing the project.
Prequalifying Prospects and Leads
The Concert portal has some great features to help you present the right options to your customers before you get going. In this short video we look at prequalifying prospects and a tool to help you do the same for lead generation.
You can login to the Concert Portal by going to https://switch.concertfin.com/ or by clicking the blue Portal button in the top right corner of this Resources website.
The username you use to log in will always be the email address associated with your account. If you forgot your password, you can use this link here: Reset Password
If you need a Concert Portal user account created, contact the Portal Admin for your company.
Need Support? Contact us!
Text or Call:
Concert Support Hours
Monday-Friday: 9am - 11pm EST
Saturday: 9am - 7pm EST
Looking for more help? Explore the rest of our site
Information about our loan products and downloadable guides for you to share.
PDFs, guides, and resources for you to use the Concert portal more effectively.
Frequently Asked Questions we are commonly asked, with in-depth, helpful answers.
12-3 FLEX SOLAR LOAN
Deferred payment for 12 months after substantial completion of project
Chances to lower monthly payment
The loan reamortizes at 12, 24, and 36 months after substantial completion
Pay down, pay off, or pay through term. Your customer has opportunities to reduce monthly payments, pay off early, or keep a low monthly payment relative to their utility cost.
CONCERT FINANCE RESOURCES
Training and Videos
End-to-end portal training
Learn how to use Concert portal to pre-qualify your prospects to signing them up and making new customers.
Prequalifying prospects and leads
The Concert portal has some great features to help you present the right options to your customers before you get going. In this short video we look at prequalifying prospects and a really cool new tool to help you do the same for lead generation.
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