Follow the steps below to qualify for GoodLeap finance.
Step 1: Click “Finalize” located on the finance card.
Step 2: Click “Qualify” to proceed with qualification. You must qualify for the quote before you can send out contract documents.
Step 3: Check the acknowledgement boxes, direct the customer to sign and approve their signature, then click “Next”.
Step 4: Enter the customer’s details and click “Submit”.
Step 5: If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok”.
Step 6: Click “Sync Quotes” to get an updated status on your GoodLeap finance card.
Step 7: Click “Yes” to continue.
Step 8: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
Sending A Qualification Application To A Customer
Sales reps can send homeowners the application form via email if required.
Step 1: Click “Send Application To Homeowner” on the finance card.
Step 2: The application will arrive in your customer’s inbox. Direct your customer to open the link.
Step 3: Direct your customer to click “Qualify”.
Step 4: Your customer must fill out the credit application form and click “Submit”.
Step 5: If your customer qualifies, they will receive a message of congratulations.
Step 6: Refresh the proposal page to see the updated status on the finance card.
Step 7: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
