Smart-E Lending
For Solar + Storage Program
A Smart-E Loan is a loan offered by one of the program lenders we collaborate with in coordination with participating trade allies and Inclusive Prosperity Capital Inc (IPC), a nonprofit clean energy platform. It is transparent, no money down, low-interest, no hidden fees and fixed monthly payments financing to help customers install solar, solar plus battery storage, battery storage (paired with a qualifying solar system), an electric vehicle charger (solar and/or storage must be part of your project) and enabling upgrades or repairs (up to 25% of the loan amount).
To enroll in the Smart-E Lending Program please email smart-e@energytrust.org or your Account Manager and download the Smart-E Onboarding Checklist to see the steps required. Only active trade allies that have completed their probationary period are eligible to enroll. Currently, Smart-E does not have a lender that serves the Southern Oregon area. If you work primarily in Southern Oregon and would like to enroll in Smart-E Lending, reach out to let us know you are interested and we will inform you when there’s a lender that serves your area.
Trade Ally Resources
- Smart-E Onboarding Checklist (start here to enroll)
- Smart-E Info sheet for trade allies (PDF)
- List of eligible projects and equipment for Smart-E Loans
- NGEN-PowerClerk-Checklist (PDF)
- Smart-E Loan workflow (overview) (PDF)
- Smart-E Loan Trade Ally Workflow (Detailed) (PDF)
- Smart-E printed customer brochure (available upon request)
- How to apply for a Smart-E Loan with Point West Credit Union (guide for customers) (PDF)
Smart-E Forms
- Form 200SMFP: Smart-E Lending program agreement (PDF)
- Form 200SMFD: Customer’s Data Release (PDF) to inform customers how their data will be used
Training Resources
- NGEN Training Videos
- Live Training Schedule (coming soon)
Marketing Guidelines
- Download Smart-E logo (EPS): if using, please use the orange/blue color on NGEN’s resource section
- The product name is: Smart-E Loan (note capitalization of the word Loan)
- If referring to the program, please use Smart-E, Smart-E Loan program, Smart-E financing program, or Smart-E solar financing program.
- Note: Smart-E Lending has been used for communicating the Smart-E program to solar trade allies, but we don’t recommend using it on marketing materials to prevent customer confusion.