BrightStar Leasing’s post-qualification process is fully integrated into SubcontractorHub, providing users with a smooth and efficient workflow. Streamlining the next steps to keep your solar projects moving forward, the platform automatically generates and stores the necessary contract documents, while guiding users through the upload of required stipulations. This ensures compliance, transparency, and speed as your project advances.
Follow these steps to understand the process for Brightstar Leasing:
Step 1: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Sign Initial Document” to sign the contract.
Step 2: Once the "Sign Initial Document" button is clicked, BrightStar processes the customer information and generates a signed contract, which can be found in the Attachments section of the proposal.
Note: Currently, the post-qualification process for signing contracts with BrightStar Leasing is handled internally, with signed contracts automatically added to the Attachments section of the proposal.
Step 3: The Signed Initial document can be viewed by clicking the “Attachment” tab on the left.
Step 4: Click on the “Upload Documents” button on the finance card.
Step 5: A list of stipulation documents will appear in the pop-up window. Click on each document name tab to upload the corresponding files.
Step 6: Click on “Upload a file”.
Step 7: Click “Save” after uploading the document.
Step 8: Each successful upload will be marked with a green checkmark next to the document name.