HomePro Finance provides quick and effortless financing options for all job types such as solar, HVAC, Roofing and Battery customers. This guide walks you through the complete process, from creating a new customer in SubcontractorHub to submitting a financing application and signing all necessary documents.
Follow the steps below to start selling with HomePro 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 and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.
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: Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider.
Step 7: Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered.
Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.
Step 8: Click “Start Design”.
Step 9: Place the crosshair at the center of the home on the map and click “Confirm.”
Step 10: Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time. Update the Electric Bill pricing and Annual Usage that suit your customer’s needs. You can select the type of panel that goes into the system alongside the design.
Step 11: Click “Save”.
Step 12: Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section.
Step 13: Scroll down and turn on the battery toggle to add batteries to your proposal.
Step 14: Choose if you would like to quote a backup battery OR a grid-tied battery here.
Step 15: Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.
Step 16: Select your battery. You can increase or decrease the quantity of batteries required for your proposal.
Step 17: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.
Step 18: Select the adders and click “Done”.
Step 19: You can add “Discount Details” from the Discount section.
Step 20: You can add the Down Payment amount before selecting your finance options. Click on “Update” to save your changes.
Step 21: Scroll down to the financing section of the proposal and select HomePro Finance.
Step 22: Click Qualify Homeowner to begin the qualification process.
Step 23: Enter the Name, Email, Phone, SSN, Date of Birth, and other details. Acknowledge the checkbox and click “Submit”.
Step 24: When qualification is complete, you will see an Application ID. Select a finance option and click “Add Loan.”
Step 25: Your HomePro finance card will be generated with details of the financing option. Click “Finalize”.
Step 26: Once the card is finalized, click on “Resend Finance Docs”.
Step 27: Select the method either via “In-person” or “Email.” Click on “Send.”
Step 28: A new tab displays a generated HomePro Contract. Click Open URL.
Step 29: You will be redirected to a new tab to proceed with the signing process. Click “Continue” once you’ve entered the one-time-passcode sent to your contact.
Step 30: After going through the contract, click on “Agree.”
Step 31: Enter the code again and click “Verify.”
Step 32: Click “Continue.”
Step 33: Acknowledge the checkbox and click “Continue”.
Step 34: Click “Next” to initiate the signing process.
Step 35: Click on the “edit icon” to apply signature.
Step 36: Click “Adopt and Sign”.
Step 37: Click “Edit icon” to initiate the signing process.
Step 38: Click “Finish”.
Step 39: Once the signing process is complete, a new tab will appear which will show which will indicate the process as successful.
Step 40: When you scroll back to the proposal, you’ll see the status has changed to “Finance Doc Signed.”
Step 41: Click “Upload Stipulation Documents.”
Step 42: Select the document type, upload the necessary documents and click “Save.”
Step 43: Next click on “Sign Merchant Agreement.”
Step 44: A new tab will appear. Click “Open.”
Step 45:Click “Start” to begin the signing process.
Step 46: Click “Sign.”
Step 47: Click “Edit” to apply the signature.
Step 48: Enter the name and title as required.
Step 49: Click ‘Next.’
Step 50: Once the signature is applied everywhere, click “Finish.”
Step 51:Once the Merchant Agreement is signed, the tab will turn green and status will reflect as “Merchant Agreement Signed.”
Step 52: Click on "Initiate Funding.”
Step 53: Once the funding process is complete, you’ll see the tab turn green.
Step 54: Click on “Perfect Packet.”
Step 55: Select the necessary checkboxes after verifying the details and click “Close.”
Step 56: The tab for Perfect Packet will then turn green.
Step 57: Click on “Sign Installer Document.”
Step 58: Click on “Sign via SubHub Sign.”
Step 59: Click “Open.”
Step 60: Click “Start.”
Step 60: Click “Sign.”
Step 61: Create your signature and then select “Adopt and Sign.”
Step 62: Click on “Submit.”
Step 63: You’ll have the option to combine all PDFs into a single file or keep them separate. Make your selection and click “Submit.”
Step 64: Once the document is signed, a confirmation tab will appear.
Step 65: Before the contract is signed by the client, you’ll also have the option to remind current pending recipient or void installer document.
Step 66: The “Signed” status will now be reflected on the finance card when the tabs will turn green, indicating the process is complete and the tab will reflect as Installer Document Completed. You can now submit the proposal for the project.