This walkthrough guides HVAC sales reps through using Concert Finance to streamline financing during the sales process. You’ll learn how to quickly generate financing options, present clear payment plans to customers, and submit applications directly within the platform. From pre-qualifying homeowners to finalizing approvals, this step-by-step process ensures you can close deals faster, offer competitive financing terms, and improve the customer experience without leaving your sales workflow.
Follow the steps below to start selling with Concert Finance
Step 1: Sign in to your SubcontractorHub account with your username and password.
Step 2: Click on the "New Customer" button at the top of your screen to create a new lead.
Step 3: Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type as "HVAC" and assign it to a user by clicking “Assign To”.
Step 4: Click “Create customer” in the top-right corner of the page.
Step 5: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.
Step 6: In the “HVAC Details” section, select an HVAC for each category- Good, Better and Best.
Step 7: Choose which HVAC your customer wants to proceed with.
Step 8: Click “Calculate SEER” to compare the customer’s existing HVAC system with the new install.
Step 9: Input the details of the customer’s old and new systems. The comparison data will update automatically.
Step 10: Scroll down to the “Adders” section. If your proposal requires add-ons, click “Choose Adders”.
Step 11: Select the adders and click “Done”.
Step 12: Scroll down to the financing section of the proposal. You can add a down payment amount by selecting the payment type, down payment value and payment method, then clicking “Update”.
Step 13: Scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “Concert Finance” to use Concert Finance’s HVAC financing products.
Note: You can add an existing Concert Account by requesting the ID from Concert Finance.
Step 14: Click “Create Account”.
Step 15: Click “Qualify Homeowner”.
Step 16: Enter customer information and acknowledge consent. Click “Submit”.
Step 17: Click “sync status” to update the customer qualification status.
Step 18: Select the rate and click “Create Quote”.
Step 19: Once the finance card is generated, click “Finalize”.
Step 20: Click “Generate Finance Docs”.
Step 21: Click “Send Finance Docs”.
Step 22: Choose “email” to send over the documents over mail or “in person” if you can get the documents signed in real time.
Step 23: Click “Open URL”.
Step 24: You will be redirected to a new tab to proceed with the signing process.
Step 25: Click “Continue”.
Step 26: Enter date of birth and click “Next”.
Step 27: You will be redirected to the signing process page.
Step 28: Acknowledge the checkbox and click “Continue”.
Step 29: Click “Start” to initiate the signing process.
Step 30: Click on the designated space to sign.
Step 31: Click “Adopt and Sign”.
Step 32: Click “Finish”.
Step 33: Click “Continue”.
Step 34: Click “Continue” to pass control.
Step 35: Click “Close” to proceed.
The “Signed” status will also reflect on the finance card. You have signed the finance docs successfully.
