In this guide, we’ll walk through how to manage the HomePro Finance post-qualification process in SubcontractorHub, ensuring your proposal move seamlessly from qualification to successful financing approval.
Follow the steps below to learn more about HomePro Finance’s post-qualification process:
Step 1: Your HomePro finance card will be generated with details of the financing option after you’ve qualified. Click “Finalize” to begin with the post-qualification process.
Step 2: Once the card is finalized, click on “Resend Finance Docs".
Step 3: Select the method either via “In-person” or “Email.” Click on “Send.”
Step 4: A new tab displays a generated HomePro Contract. Click Open URL.
Step 5: 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 6: After going through the contract, click on “Agree.”
Step 7: Enter the code again and click “Verify.”
Step 8: Click “Continue.”
Step 9: Acknowledge the checkbox and click “Continue”.
Step 10: Click “Next” to initiate the signing process.
Step 11 Click on the “edit icon” to apply signature.
Step 12 Click “Adopt and Sign”.
Step 13: Click “Edit icon” to initiate the signing process.
Step 14: Click “Finish”.
Step 15: Once the signing process is complete, a new tab will appear which will show which will indicate the process as successful.
Step 16: When you scroll back to the proposal, you’ll see the status has changed to “Finance Doc Signed.”
Step 17: Click “Upload Stipulation Documents.”
Step 18: Select the document type, upload the necessary documents and click “Save.”
Step 19: Next click on “Sign Merchant Agreement.”
Step 20: A new tab will appear. Click “Open.”
Step 21:Click “Start” to begin the signing process.
Step 22: Click “Sign.”
Step 23 Click “Edit” to apply the signature.
Step 24: Enter the name and title as required.
Step 25: Click ‘Next.’
Step 26: Once the signature is applied everywhere, click “Finish.”
Step 27:Once the Merchant Agreement is signed, the tab will turn green and status will reflect as “Merchant Agreement Signed.”
Step 28: Click on "Initiate Funding.”
Step 29: Once the funding process is completed, the tab will turn green
Step 30: Click on “Perfect Packet.”
Step 31: Select the necessary checkboxes after verifying the details and click “Close.”
Step 32: The tab for Perfect Packet will then turn green.
Step 33: Click on “Sign Installer Document.”
Step 34: Click on “Sign via SubHub Sign.”
Step 35: Click “Open.”
Step 36: Click “Start.”
Step 37: Click “Sign.”
Step 38: Create your signature and then select “Adopt and Sign.”
Step 39: Click on “Submit.”
Step 40: You’ll have the option to combine all PDFs into a single file or keep them separate. Make your selection and click “Submit.”
Step 41: Once the document is signed, a confirmation tab will appear.
Step 42: Before the contract is signed by the client, you’ll also have the option to remind current pending recipient or void installer document.
Step 43: 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.