HDM finance can be integrated in two ways:
Enabled by your account manager, giving you immediate access without requiring manual integration. Please contact your AM to get started.
Manual integration within your SubcontractorHub account.
Follow the steps below to manually integrate HDM Finance.
Step 1: From the main menu, open the “Manage Integrations” dropdown and select “Integrations”.
Step 2: Click on “Financing Partners” on the left side.
Step 3: Locate the “HDM Finance” integration card and click “Connect”.
Step 4: Input the Auth Token and click “Connect”.
Note: Checking the “Available for new proposals” checkbox restricts HDM Finance from being used to finance change order proposals.
Step 5: After successful integration, the card will have the “Connected” status, as shown in the example below. You can disconnect or reconnect the integration with the corresponding buttons.
