Portal 2X

Financing gets done
in just a few clicks.

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Contact-free sales tool works on any device

Portal 2X makes selling financing even easier and allows installers to practice social distancing. This contact-free, proven sales tool was built to facilitate quick and seamless sales transactions. The sales representative can provide a quote, obtain pre-approvals and finalize loan terms from anywhere.*

  • Remote selling and customer transparency
  • Proposals begin with just a phone number and email address
  • Instant pre-approval decisions and loan agreement signatures via text or email
  • Web-based design works on any browser and device
  • Texts or emails confirm installation is complete

Home Improvement Loans through the Mosaic platform are made by WebBank, Member FDIC, Equal Housing Lender.

All PowerSwitch Zero Loans made by WebBank, Member FDIC, Equal Housing Lender.

Three paths customize the sales process for the installer and the homeowner

New customer

Captures important customer information

Give an estimate

Helps interested homeowners quickly understand the costs

Pre-qualify now

Starts with financing for those who are ready to purchase and need a loan

*Portal 2X is based on ‘patent pending’ technology, currently only available to Home Improvement Contractors for Home Improvement projects and Solar Contractors selling PowerSwitch ZERO