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?'

Click “Finalize” located on the finance card.​

Click “Qualify” to proceed with qualification. You must qualify for the quote before you can send out contract documents.​

Check the acknowledgement boxes, direct the customer to sign and approve their signature, then click “Next”.​

Enter the customer’s details and click “Submit”.​

If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok”.​

Click “Sync Quotes” to get an updated status on your GoodLeap finance card.​

Click “Yes” to continue.​

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".Sending A Qualification Application To A CustomerSales reps can send homeowners the application form via email if required.​

Click “Send Application To Homeowner” on the finance card.​

The application will arrive in your customer’s inbox. Direct your customer to open the link.​

Direct your customer to click “Qualify”.​

Your customer must fill out the credit application form and click “Submit”.​

If your customer qualifies, they will receive a message of congratulations.​

Refresh the proposal page to see the updated status on the finance card.​

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".

💡 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.