Funding365

Funding365 in Core365 centralizes solar project funding by aggregating lender data, utilizing 'zero-sum' queues for workload visibility and introducing a 'stipulations' queue for quick resolution of loan requirements, facilitating efficient management and progress tracking.

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15+ hours saved
weekly

3× operational
scalability

100% compliance
tracking

How It Works

Funding365 embodies the strategic vision of the Core365 suite to streamline and centralize financial processes, specifically targeting the consolidation of lender data for solar projects. This module is meticulously designed to simplify and enhance the funding coordination by aggregating all lender-related change orders into a single, efficiently managed queue. This innovative approach ensures that funding coordinators can stay focused on their tasks without the need to navigate through multiple logins and interfaces to manage change orders.

The architecture of Funding365 is built around the concept of 'zero-sum' queues. This means that the presence of items in a queue signifies outstanding work, while an empty queue indicates that all tasks have been completed. This clear, straightforward system allows users to easily identify their workload and priorities, ensuring that nothing is overlooked in the funding process.

Additionally, Funding365 introduces a 'stipulations' (stips) queue, further organizing the workflow and allowing for quick identification and resolution of any loan stipulations. Alongside this, the module offers a comprehensive lender funding queue, graphically representing vital loan information such as lender name, loan ID, loan amount, address, interest rate, loan product terms, and monthly payments—with and without paydowns from the Investment Tax Credit (ITC). It also includes system size, credit expiration dates, loan status, and milestone (M1, M2, M3, M4) dates and amounts.

This data is not only visually accessible but can also be filtered through the graphs and exported for external analysis or reporting.

Funding365 is a testament to the core principles of the Core365 suite, providing a seamless, unified platform for managing the complexities of solar project funding. By centralizing data and processes, it empowers users to efficiently navigate the funding landscape, ensuring that each project moves forward with clarity, precision, and speed.

Lender change order management

Lender-related solar change orders are consolidated into a single funding queue, eliminating fragmented logins while keeping funding coordinators focused and operationally efficient.

Zero sum queue clarity & prioritization

Workload visibility is structured through zero-sum queue logic, where outstanding funding items are clearly surfaced and completion status is immediately recognizable for lender coordination teams.

Stipulations & lender funding visibility

Dedicated stipulation and funding queues surface loan details, milestone requirements, Investment Tax Credit (ITC) impacts, and critical funding timelines within a single operational view.

Visual reporting & exportable insights

Solar funding data is presented through structured visual dashboards with filtering and export capabilities, enabling deeper financial analysis, reporting accuracy, and operational transparency.

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