Learn how to qualify homeowners for Elios financing. This guide will walk you through the entire qualification process, from submitting homeowner information to generating quotes and finalizing approvals helping you streamline the financing workflow.
Step 1: From the financing tab of the proposals, click on “Select Utility” and then “Create Account.”
Step 2: Click "Qualify Homeowner" to begin the qualification process.
Step 3: Input the necessary details like Product Type, Date of Birth, SSN Number, and more.
Step 4: Click on “Submit” after entering the desired information.
Step 5: Once the qualification process is initiated, click “Sync.”
Step 6: Click “Yes.”
Step 7: Now, select the “Product,” “Product Type” and “Pricing”. Click “Create Quote”.
Step 8: Your Elios finance card will be generated with details of the financing option. The status of the qualification will show as “Qualified.” Click on “Finalize” to save your changes.
