Qualification is an essential step to determine the customer’s eligibility for financing through GreenSky. It ensures the loan amount and terms align with the customer’s credit profile and project requirements. We’ll guide you through the steps to complete the qualification process smoothly and accurately. Follow the steps below to learn how to qualify with GreenSky:
Step 1: To Proceed with the qualification process, scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “GreenSky” to use GreenSky’s HVAC financing products.
Step 2: Click “Submit Application”.
Step 3: Select the method either via “In-person” or “Email.” Click on “Send.”
Step 4: Select the type of plan, enter customer information and other pertinent details. Click on “Submit.”
Step 5: After successful submission, click “Sync Quotes.”
Step 6: Click “Yes” to continue.
Step 7: From the dropdown, choose the appropriate plan and click “Add Loan.”
Step 8: Your GreenSky finance card will be generated with details of the financing option. The status of the qualification will show us “Qualified.” Click on “Finalize” to save your changes.