Solar Financing Software for the Paperless Loan Journey
Elite Tech Global powers solar lenders, RESCO operators, and solar businesses with embedded financing workflows loan origination, NBFC and bank integrations, KYC, document management, EMI tracking, subsidy disbursement, and transparent customer portals. Accelerate solar adoption with financing journeys that close faster, fund cleaner, and serve longer.
Embedded Financing
The Quiet Growth Engine of Solar
Affordable, transparent financing is what tips the scale on most solar deals. We give your business the workflows to make it the easiest part of the customer journey.
Capture loan applications inside the deal, qualify against lender criteria, manage co-applicants, employment proofs, and credit-bureau pulls all in one record.
Pre-built connectors to leading NBFCs and banks submit applications via API, track status, exchange documents, and get instant in-principle approvals.
Aadhaar / passport / national-ID KYC, OTP-based verification, e-signature on loan documents, and digital mandate setup accelerating loan-to-disbursement cycles.
Manage subsidy applications, document collection, government portal submissions, and disbursement reconciliation visible inside the customer record.
Auto-generate EMI schedules, monitor collections, manage NACH / e-mandate, missed payments, dunning, and integration with payment gateways.
Branded portal where solar customers track loan status, EMIs, balance, NOC requests, foreclosure, and download statements modern, transparent, trusted.
Every Solar Financing Workflow,
Engineered Into One Platform
01Embedded Financing Inside CRM
Sales reps offer financing options inside the quotation pre-eligibility, EMI calculator, lender choice accelerating closure on the spot.
02Multi-Lender Marketplace
Configure a marketplace of multiple NBFCs & banks. Match customer profile to lender criteria, get instant in-principle approvals, and choose the best terms.
03Document Vault & Versioning
Centralised vault for KYC, income proofs, agreements, sanction letters, and disbursement docs versioned, audit-trailed, and compliant.
04Credit Bureau & Underwriting
Pull credit bureau scores, run rule-based pre-underwriting, surface red flags, and route applications to the right lender faster decisions, lower risk.
05e-KYC, e-Sign & e-Mandate
Aadhaar / national-ID e-KYC, OTP-based verification, e-signature on documents, and digital NACH / e-mandate setup fully paperless.
06Disbursement & Reconciliation
Track lender disbursement against milestones, reconcile against customer ledger, and trigger commissioning workflows closing the loop end-to-end.
07EMI & Collections Engine
EMI schedules, payment reminders, NACH presentation, bounce handling, dunning, and re-presentation protecting collections health.
08Subsidy Disbursement Workflow
End-to-end subsidy management application, document collection, portal submission, disbursement tracking, and customer payout all transparent.
09Compliance & Audit Trail
Role-based access, immutable audit logs, RBI / regional regulatory reporting, and lender audit support built-in.
10Lender & CXO Dashboards
Live dashboards on application velocity, approval rates, disbursement TAT, EMI bounce rates, NPA risk, and lender performance leadership cockpit.
From First Lead to Lifetime Value
The Complete Solar Transformation Journey
A nine-stage transformation journey laid out as a single, flowing timeline three phases (Acquire → Execute → Grow) that carry your solar business from the very first enquiry all the way to lifetime renewable value.
Generate
Pull solar buyers in from every digital & offline source globally orchestrated, brand-consistent, SEO-optimized, and measured end-to-end.
- Meta & Google Ads with geo-targeting
- SEO-led organic discovery + content
- WhatsApp & email broadcast campaigns
- Partner referrals & exhibitions
Capture & Qualify
Every solar enquiry flows into a unified CRM with AI scoring, deduplication, and SLA-driven 24/7 engagement no lead ever goes cold.
- Omnichannel intake 12+ sources
- AI lead scoring & deduplication
- Auto-route + 4-hr SLA escalation
- Instant WhatsApp & email engagement
Design & Convert
Site surveys, solar design, BoQ, financing, e-sign, and sales order all on one guided blueprint, in minutes not days.
- Mobile site survey app (offline-ready)
- Auto solar design + BoM generation
- Branded proposals + e-signature
- Sales order + finance approval
Procure
Auto-raise POs, manage vendors, run QC inward, and track every panel, inverter, and battery with serial-coded traceability.
- Auto-PO from approved sales orders
- Multi-vendor RFQs & comparative bids
- QC inward & serial-coded inventory
- Three-way matching & GRN
Deliver
QR-coded panel dispatch, live logistics tracking, and customer notifications panels traceable from warehouse to rooftop.
- QR-coded panel labels & manifests
- Live dispatch + ETA notifications
- Site-wise delivery reconciliation
- Vendor replacement on QC failure
Install & Commission
Plan, dispatch, install, test, and commission every project milestone captured live, every signature paperless.
- Project Gantt + milestone tracking
- Mobile install checklist + photos
- Electrical testing & safety sign-off
- Net-meter / utility commissioning
Serve
Preventive AMC, mobile-first FSM, and SLA-driven dispatch turning service from a cost centre into recurring revenue.
- AMC & preventive maintenance scheduling
- Smart FSM dispatch + offline mobile app
- Warranty & spare-parts tracking
- Customer CSAT surveys & RCA
Monitor
Live inverter & IoT data, performance ratio analytics, and predictive alerts every kWh accounted for, every anomaly caught.
- Live inverter & IoT telemetry
- Predictive anomaly alerts (AI)
- Auto-tickets to FSM on breach
- Customer self-service monitoring app
Retain & Grow
Convert happy customers into your growth engine referrals, AMC renewals, upsell campaigns, and NPS-led optimization.
- Referral tracking & loyalty rewards
- AMC renewal automation + nudges
- Upsell & cross-sell campaigns
- NPS & customer voice analytics
Best-in-Class C&I Solar Stack
CRMProjectsBooksInventorySignDeskCreatorAnalyticsChoose Your Solar Go-Live Bundle
Three outcome-driven solar delivery bundles fixed scope, fixed price, fixed go-live date. Each tier is pre-engineered on Zoho by Elite Tech Global for the solar industry, so you know exactly what you’re paying for and exactly when you’ll be live.
Solar QuickStart
Replace the spreadsheets. Stop the bleeding in 2 weeks.
- Development24 hrs
- Project management6 hrs
- Training & user manuals4 hrs
- Hypercare (post go-live)4 hrs
- Meetings & reviews2 hrs
- WordPress forms + Meta/Google lead capture
- Zoho CRM Leads, Accounts, Deals (residential)
- Zoho Books COA, invoices, payments, tax
- 2 Analytics dashboards
- Recorded training videos + user manuals
- 15-day hypercare after go-live
(All available as add-ons.)
Solar LaunchPro
Full sales + ops + service engine for a 10-crew business.
- Development68 hrs
- Project management12 hrs
- Online training sessions4 hrs
- Hypercare (post go-live)12 hrs
- Meetings & reviews4 hrs
- 20-stage Residential Deal Blueprint
- Quotation workflow + Zoho Sign e-signature
- Zoho Inventory + QR dispatch + serial tracking
- Zoho FSM site visits, install work orders
- AMC engine + Zoho Desk (basic SLA)
- WhatsApp (WATI) + Zoho Social
- WordPress site build (5–10 pages)
- 4 Analytics dashboards
- 1 live training session (2.5 hrs)
- 30-day hypercare
Solar Enterprise Suite
For EPCs, commercial/industrial & multi-office distributors.
- Development140 hrs
- Project management20 hrs
- Online training6 hrs
- Hypercare (post go-live)24 hrs
- Meetings & reviews10 hrs
- 21-stage C&I Blueprint (>100kW)
- Native iOS + Android field app (your brand)
- Zoho Creator Catalyst customer & installer portals
- Zoho People + Payroll + Expense (HR full stack)
- 8+ Analytics dashboards + Zia AI
- Data migration from legacy systems
- Custom REST API development
- Custom iOS & Android field service app
- 60-day hypercare + 1 year AMC
Scope is locked at kickoff. Timelines assume timely client inputs (requirement sign-offs, sample data, UAT feedback, and a single SPOC). Terms and conditions apply.
Solar Financing Software FAQs
A unified platform covering loan origination, KYC, lender APIs, e-sign, disbursement, EMI tracking and customer self-service. Elite Tech Global delivers Zoho One purpose-configured for solar financing proven across solar lenders, NBFCs, and solar businesses with embedded financing.
Yes. Pre-built connectors to leading NBFCs and banks plus configurable REST APIs allow you to submit applications, exchange documents, fetch sanction status, and reconcile disbursements all without manual handoffs.
Yes. Aadhaar / national-ID e-KYC, OTP verification, e-signature on loan documents, and digital NACH / e-mandate are fully supported with audit-grade compliance trails.
Absolutely. A branded customer portal lets borrowers view loan status, EMI schedule, balance, statements, NOC requests, and foreclosure options modern, transparent and trusted.
End-to-end subsidy lifecycle application, document collection, government portal submission, disbursement tracking, customer payout reconciliation all transparent and audit-ready.
Power Your Solar Financing
Globally in 90 Days.
Book a free 30-minute strategy call with Elite Tech Global. Walk away with a custom 90-day digital transformation roadmap, a measurable ROI estimate, and a clear plan to scale your solar financing operations across every market you serve.
- ✓Free consultation no credit card required
- ✓Speak directly with a certified Solar Industry Specialist
- ✓Get a custom ROI estimate & phased rollout plan same day
- ✓Walk away with a clear 90-day go-live roadmap
- ✓Response within 1 business day guaranteed worldwide