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 reach out to the Smart-E inbox at smart-e@energytrust.org or your Account Manager and download the Smart-E Onboarding Checklist to see the steps required.

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)