In this guide, we’ll walk through how to manage the Elios post-qualification process in SubcontractorHub, ensuring your proposal move seamlessly from qualification to successful financing approval.
Follow the steps below to learn more about Elios post-qualification process:
Step 1: Click “Sync Quotes” again to verify the details.
Step 2: Click on “Send Contract Docs” to initiate the document dispatch process.
Step 3: The Sales Representative will receive the contract documents at their registered email address. They should open the email and click “Review and Sign Document.”
Step 4: This action will redirect them to a new browser tab to begin the signing process. After completing the signature, they must click “Submit.”
Step 5: Upon successful submission, a confirmation pop-up will appear, indicating the document has been signed.
Step 6: The customer will also receive an email prompting them to review and sign the document. They should access the email from their preferred email account and click “Review and Sign Document.”
Step 7: Click on “Start” to begin the process.
Step 8: Click “Initial” to apply your initials as required.
Step 9: Once all required fields are completed, click “Submit” on the right-hand panel to finalize the submission.
Step 10: After all signatures are obtained, proceed by clicking “Upload Stipulation Documents.”
Step 11: Click “Upload” to add the required supporting documents.
Step 12: Once the upload is complete, click “Save” to store the documents securely
Step 13: At the top of the Proposal section, click “Complete Welcome Call” to begin setting up the Welcome Call process.
Step 14: Choose your preferred method for the Welcome Call: either In-Person or Send Mail. A Survey URL will be automatically generated and provided for your use.
Step 15: Once the Welcome Call has been attended and completed, the proposal status will automatically update to “Completed Welcome Call”, confirming that this step has been successfully fulfilled.
