To ensure your proposal aligns with your finance partner’s requirements, SubcontractorHub can automatically apply their specified system loss values during design. This helps avoid mismatches during underwriting and improves proposal accuracy. Follow the steps below to update your design with your finance partner’s system loss values.
Step 1: Click on the Customer tab from the main menu and select your customer.
Step 2: Click on the “View Details” button on the proposal card.
Step 3: Click the “Edit” button next to “Preferred Finance”.
Step 4: Select your preferred Finance Partner.
Step 4: Click “Yes”.
Step 5: The system will re-run the design in accordance with system losses data set by the finance partner. Click “Save”.
Step 6: The system losses in the new design will now be updated to align with the finance partner’s specified value.