This article outlines the straightforward steps to qualify a customer for GoodLeap+ financing. By following this process, you can efficiently finalize the finance card, guide the customer through the qualification application, and receive confirmation of their approval—ensuring a seamless path to financing.
Follow the steps below to qualify for GoodLeap+ finance.
Step 1: Click on the “Finalize” button located on the finance card.
Step 2: Click on the “Qualify” button to proceed with qualification. The quote must be qualified before you can send contract documents.
Step 3: Click on “Yes”.
Step 4: Check the acknowledgement boxes, direct the customer to sign and approve their signature, then click “Next”.
Step 5: Enter the customer’s details and click on the “Submit” button. When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
Step 6: If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click on the “Ok” button.
