Qualifying your customer for GoodLeap financing is a key step in securing loan approval and moving forward with the solar or home improvement project. This guide will walk you through the entire qualification process within SubcontractorHub, ensuring you efficiently collect the necessary approvals to finalize and send contract documents.
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".
