Energy Toolbase launches a new Financial Integrations feature on the ETB Developer platform for instant solar + energy storage financing quotes

by Brooke Morales on Apr 06, 2022

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Project finance is a crucial component of solar and storage project deployment and can oftentimes make or break a deal. Over the 8-year history in which our ETB Developer tool has been in existence, we've provided users with flexible and dynamic tools to define the specifications of their financing transactions. This enables users to model the cashflows and project economics for any third-party financial transaction (e.g., cash purchase, PPA, loan, lease) and then effectively communicate that to an end customer. With the release of our Financial Integrations feature, we are now taking this a step further by allowing users to instantaneously generate financing quotes from our integrated financing partners directly inside the ETB Developer platform. This will streamline generating an indicative quote and expedite the iterative process of right-sizing the project. 

When utilizing this new feature, users will see a list of our Integrated Financing partners, similar to the UI/UX we use for Energy Storage Providers. Users will need to apply to use each Financier's integration service, and will then have access to eligible projects as described below. The transaction table will automatically filter down the transactions 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 values of the list above will be pre-set by the financier on each transaction, and any transaction your proposal does not qualify for will not be selectable. When a transaction is selected, you will be brought to a prerequisite screen where the Financier has specified additional details and requirements. Once you hit save, your proposal will have an instant quote from the financier you’ve selected. See our short demo video below to see the new workflow in action: 

Additional Updates in ETB Developer

In addition to the new financing integrations feature, we've updated the process of users adding transitions to their proposals. ETB provides pre-loaded transactions inside our transaction gallery. These can be used in your proposal by entering the 'ETB  Transaction Gallery' and selecting the transaction you would like to use. Users can edit these gallery transactions, and once any changes have been made to the gallery transaction, it is copied to your account and found in the 'User-Defined Transactions' section. When changes are made to an ETB Gallery Transaction used in your proposal, the edited version of the transaction will replace the ETB Gallery Transaction. 

Energy Toolbase will be hosting a webinar that will overview the new financial integrations feature on May 11 at 11 am PST/2 pm EST. Clickhere to register for the free webinar. 

Brooke Morales is the product manager for ETB Developer. She has been with Energy Toolbase for six years and previously worked on our data team and software engineering team. Brooke is based in our Stuart, Florida office.

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