Ask any solar sales rep what slows them down between knock and close, and most of them will say the proposal. Building a complete, accurate, lender-ready solar proposal manually takes time that a rep in the field simply does not have. System sizing, production estimates, incentive calculations, payment options, and lender requirements all need to be pulled together, formatted correctly, and presented in a way that makes sense to a homeowner in the middle of a first meeting.

The old way means reps either present rough numbers on the spot and follow up with a polished proposal later — losing momentum — or they skip the customisation and present a generic proposal that does not account for the customer's actual energy usage, location incentives, or financing preference.

Ray, Core365's AI proposal agent, builds a complete solar proposal through a natural conversation in under five minutes. No manual entry. No spreadsheet. No waiting for the office to run the numbers.

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What Is Ray?

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Ray is an AI-powered proposal building agent developed by Core365 for solar sales teams. He generates complete, accurate, lender-ready solar proposals through a conversational interface — taking in basic information from the rep and producing a finished proposal with system sizing, production estimates, all applicable incentives, and monthly payment calculations, ready to present to the homeowner.

Ray integrates directly with Scout, Core365's incentive monitoring agent, to ensure every proposal includes every available federal, state, and utility incentive for that customer's specific location. He also connects to Core365's lender integration module, pulling current financing terms from the rep's preferred lenders so that payment calculations reflect actual available rates — not ballpark figures.

5 min Full proposal build time

0 Manual data entry

100% Incentives included

Instant Lead creation in Core365

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How Ray Builds a Proposal

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The Ray workflow is conversational. A rep in the field does not need to open a spreadsheet, a separate proposal tool, or a lender portal. They tell Ray what they need and Ray builds it:

System size and location: The rep tells Ray the proposed system size and the customer's address. Ray verifies the address and uses it to pull location-specific data — solar irradiance, applicable building codes, and the customer's utility provider.

Utility bill upload (optional): If the rep has the customer's utility bill, they can upload it to Ray directly from the Core365 mobile app. Ray reads the bill, extracts the customer's average monthly usage, and uses that data to size the system accurately rather than working from an estimate.

Lender and financing preference: The rep specifies the customer's preferred financing option — cash purchase, loan, lease, or PPA — and the lender they are working with. Ray pulls current rates and terms from Core365's lender integration and calculates the monthly payment accurately.

Battery storage options: Ray automatically generates a battery storage upsell as part of the proposal, with separate system and payment calculations, so the rep has a complete conversation rather than having to return with an addendum.

Incentives via Scout: Scout has already been monitoring incentive programs for every state, county, and utility district. When Ray builds the proposal for a specific address, Scout feeds in every applicable incentive — federal tax credit, state rebate, and utility incentive — stacked correctly and applied to the net cost calculation.

Lead creation: As soon as the proposal is generated, Ray automatically creates the lead in Core365, populating the customer record with all the information gathered during the proposal build. Nothing has to be entered twice.

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What a Ray Proposal Contains

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A completed Ray proposal includes all the elements a homeowner needs to make an informed decision and a lender needs to process financing:

• Proposed system size in kW and number of panels

• Annual energy production estimate in kWh

• Current vs. projected utility bill comparison

• Net system cost after all incentives and rebates

• Monthly payment at the selected financing rate

• Payback period calculation

• Battery storage option with separate financials

• All applicable federal, state, and utility incentives itemised

• Lender name and financing terms

The proposal is formatted for presentation — clean, branded, and readable for a homeowner who is not a solar expert. It is also formatted for lender submission, meaning the rep does not have to reformat or re-enter anything when they submit the application.

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Why Speed Matters in Solar Sales

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The window between a homeowner's initial interest and their decision to move forward is shorter than most people think. Research consistently shows that the longer the gap between a first meeting and a formal proposal, the lower the close rate. Every day that passes is a day for the homeowner to get a second quote, talk themselves out of it, or simply lose the urgency they felt in the initial conversation.

A rep who can present a complete, accurate proposal in the same conversation they have at the door — or at most within a few hours — closes at a significantly higher rate than one who has to schedule a follow-up. Ray makes that possible at the door, on a mobile device, without any back-office support.

The rep who can present a complete, accurate proposal in the first conversation closes more than the rep who has to come back with the numbers. Ray makes same-conversation closing possible for every rep on the team.

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Ray and Scout: The Incentive Layer

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One of the most common proposal errors in solar sales is missing an available incentive. State programs change. Utility rebates have application windows. Local incentives exist that are not widely publicised. A rep building proposals manually cannot reasonably track all of them for every market they work in.

Scout, Core365's incentive monitoring agent, runs continuously in the background — tracking every available solar incentive program across every state, county, and utility district. When Ray builds a proposal for a specific address, Scout provides a real-time feed of every incentive applicable to that location, correctly stacked and formatted for the proposal.

This means no incentive is ever missed. The customer sees the full picture of their net cost from the first proposal. There are no awkward conversations later where the rep has to say they forgot to include a rebate. And the proposal is always current — Scout's data is continuously updated, so programs that changed yesterday are reflected in proposals built today.

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See Ray in Action

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Watch Ray build a complete solar proposal in under 5 minutes — from customer address to lender-ready document.

Book a Demo

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Frequently Asked Questions

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‍What is Ray?

Ray is an AI proposal building agent developed by Core365 for solar sales teams. He builds complete, lender-ready solar proposals through a conversational interface in under 5 minutes — including system sizing, production estimates, incentives, and payment calculations.

Does Ray require a utility bill to build a proposal?

No. A utility bill upload is optional and improves accuracy if available, but Ray can build a proposal from system size and address alone. When a utility bill is provided, Ray reads it automatically and uses actual usage data to size the system more precisely.

How does Ray know which incentives to include?

Ray integrates with Scout, Core365's incentive monitoring agent, which continuously tracks all available solar incentive programs — federal, state, and utility — across every market. When Ray builds a proposal, Scout provides a real-time feed of every applicable incentive for that specific address.

Which lenders does Ray support?

Ray integrates with Core365's lender module, which connects to major solar financing lenders including GoodLeap, Mosaic, Sunlight Financial, and others. Current rates and terms are pulled automatically so payment calculations reflect actual available financing options.

Does Ray create the lead in Core365 automatically?

Yes. When a Ray proposal is generated, a corresponding lead is automatically created in Core365 with all the customer and proposal information populated. Nothing needs to be entered manually.

Can Ray generate battery storage proposals?

Yes. Ray automatically includes a battery storage upsell option in every proposal, with separate system sizing, production, and payment calculations — giving the rep a complete conversation without requiring a follow-up visit.

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