Step 1: Click “Finalize” on the finance card.
Step 2: Click “Qualify” to open the credit application form.
Step 3: Enter your customer's details and have them sign. Click “Approve” to approve their signature, then click "Next".
Step 4: Enter the customer’s details and click “Submit”.
Step 5: Once your customer is qualified, a congratulatory message will be displayed on your page confirming the approval status. Click “Ok” to move ahead.
Step 6: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
