Why This Matters
If you offer financing through lenders that aren't pre-loaded in SubcontractorHub, you'll need to add them to your database first. This ensures the lender's name shows up as a selectable option when you're setting up financing details on a proposal using Manual Entry Financing mode.
It takes less than a minute — here's how.
What You'll Need
Admin access to SubcontractorHub
Access to the Manage Database section
The name of the loan company you want to add
Step-by-Step Instructions
Step 1: Open the Database
From the main menu, go to Manage Database → click Database.
Step 2: Navigate to Custom Lenders
Click the Additional dropdown and select Custom Lenders.
Step 3: Click Add
Click the + Add button to add a new lender.
Step 4: Enter the Company Name and Save
Type the name of your loan company and click Save.
That's it! The new lender will now appear as a selectable option when you're configuring financing on proposals.
Real-World Example
Carlos works with a local credit union called "SunBright Financial" that offers great rates for solar installations. Since it's not a major national lender, it wasn't in SubcontractorHub's default list. Carlos adds it under Custom Lenders, and now his sales team can select "SunBright Financial" right from the financing dropdown on every proposal.
Pro Tips
💡 Use the official company name so there's no confusion when your team selects it
💡 Add all your lenders at once to save trips back to this settings page
💡 Related: See How to Set Up and Use Custom Lenders for configuring full financing details
💡 Related: See How to Finance Proposals with Manual Entry for the proposal-level setup
Troubleshooting
Issue | Solution |
Can't find Custom Lenders | Look under the Additional dropdown in the Database section |
Lender not showing on proposals | Make sure you clicked Save after adding the name |
Need to edit a lender name | Look for the edit icon next to the lender in the list |
Key Terms
Custom Lender — A financing company you add manually to your database, as opposed to pre-integrated lenders
Manual Entry Financing — A financing mode where you manually enter loan details (rate, term, etc.) on a proposal rather than pulling them automatically from a lender API
Last updated: May 8, 2026 | Batch 08 rewrite from original "How To Add Custom Loan Companies To Your Database"