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Portal Guide

Complete Portal Guide

This guide was designed to help you understand the different functions of the Concert Finance Portal. By the end of this document, you will be able to run a full proposal - from start to finish.
 
We will begin with logging in and navigating around the portal, and will continue through each step of the sales process – from prequalification to project completion.

Operations Guide

Understanding Milestones

For projects with a single applicant, a qualifying applicant must own the home where the installation is taking place. If a co-applicant is added, the co-applicant must either OWN the home or LIVE in the home. 

The minimum FICO score for a Concert loan is 640. Applications for credit use an applicant's TransUnion FICO 9 score. 

 

  1. Ultimate portal guide

  2. Operations Guide

    1. Understanding milestones

    2. How and when to trigger

  3. Admin guide - Request it here[link]

  4. Disbursement Summary guide - Request it here[link]

Requesting Funding

For projects with a single applicant, a qualifying applicant must own the home where the installation is taking place. If a co-applicant is added, the co-applicant must either OWN the home or LIVE in the home. 

The minimum FICO score for a Concert loan is 640. Applications for credit use an applicant's TransUnion FICO 9 score. 

 

Admin Guide

Understanding Milestones

For projects with a single applicant, a qualifying applicant must own the home where the installation is taking place. If a co-applicant is added, the co-applicant must either OWN the home or LIVE in the home. 

The minimum FICO score for a Concert loan is 640. Applications for credit use an applicant's TransUnion FICO 9 score. 

 

Disbursement Summary Guide

Understanding Milestones

For projects with a single applicant, a qualifying applicant must own the home where the installation is taking place. If a co-applicant is added, the co-applicant must either OWN the home or LIVE in the home. 

The minimum FICO score for a Concert loan is 640. Applications for credit use an applicant's TransUnion FICO 9 score.