This article explains the post-qualification steps necessary to complete financing through Sunlight Financial. From reviewing disclosures to signing documents and selecting payment methods, this streamlined process ensures accurate contract finalization and prepares the proposal for the next stage of HIC signing.
Listed below are the steps to understand the post-qualification process for Sunlight Financial:
Step 1: The loan documents will arrive in your customer’s inbox. From the email, click “Review Document” to proceed.
Step 2: Enter the last 4 digits of the customer’s SSN and click “Validate”.
Step 3: Read the disclosures and click “Continue”.
Step 4: Click “Start”.
Step 5: Click “Initial” where indicated on the document.
Step 6: Select your initial and click “Adopt and Initial”.
Step 7: Select your payment method and enter the required information.
Step 8: Click “Sign” where indicated on the document.
Step 9: You may be asked to opt in or out of a Solar Rights Alliance membership. Once the signing process is complete, click “Finish”.
Step 10: After completing the signing process, a copy of the signed finance contract will be sent to your customer’s inbox.
Step 11: The finance card will reflect that the finance documents have been signed, as shown in the example below.
