Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'

From the main menu, open the“Manage Integrations” dropdown and click“Integrations”.​

Click the "Financing Partners” tab on the left-hand side.​

Locate the GoodLeap financing card and click “Connect”.​

Input the Base URL, Username and Token. Then click “Verify and Connect”.​

After a successful connection, select the correct product category based on the job type.​

Once GoodLeap is connected, the financing card will look like the example below. Click “Disconnect” to disconnect GoodLeap financing. Click “Reconnect” to reconnect GoodLeap financing.​

If the category is not mapped after integration, go to your organization'sSettingssection.​

Click on the “Incentives/Financing” tab. Then click the"Edit" icon in the"GoodLeap Map Category" section to update the category. Mapping GoodLeap UsersAfter integrating GoodLeap, you have to map GoodLeap users to your account before you can finance proposals with GoodLeap. Follow the steps below to map users.​

From the main menu, open the“Manage Integrations” dropdown, click“Integrated Users” and select“GoodLeap Users”.

Click “Sync All”.

Locate your GoodLeap user and click the “Map” button.

Select the correct SubcontractorHub user, then click “Update”. Once mapped, the user will be able to finance proposals with GoodLeap.

💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.