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How To Enable Loan Amount Adjustment

Why This Matters

The loan amount adjustment feature allows sales reps to adjust the loan amount manually. The PPW will be automatically recalculated to match the set loan amount. Follow the steps below to enable this setting.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

From the main menu, click your organization’s profile and select“Settings”.

Step 2

Go to the“Incentives/Financing” section and click the“Edit” icon.

Step 3

Toggle“Enable Loan Amount Adjustment Functionality” on.

Step 4

Click“Update” to save your changes. Related ArticlesHow to Adjust the PPW Toggle Settings for Financing Summary?How to Enable Required Actual Data for the Consumption ProfileUI Flow Changes to Quote Cards and New Summary SectionAugust 12th 2025 ReleasesHow to Adjust Loan Amount in Solar Details

Real-World Example

💡 A solar contractor uses the enable loan amount adjustments for flexible financing feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

Setting doesn't appear

Make sure you have admin access and refresh your browser

Changes don't save

Check your internet connection and try clicking Save again

Feature looks different

Your organization may be on a different plan — contact support


Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors

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