Why This Matters
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?'
What You'll Need
Admin access to SubcontractorHub
Active finance partner integration
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Click “Finalize” on the finance card.
Step 2
Click “Qualify” to open the credit application form.
Step 3
Enter your customer's details and have them sign. Click “Approve” to approve their signature, then click"Next".
Step 4
Enter the customer’s details and click “Submit”.
Step 5
Once your customer is qualified, a congratulatory message will be displayed on your page confirming the approval status. Click “Ok” to move ahead.
Step 6
When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
Real-World Example
💡 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.
Pro Tips
Test with a demo customer first: Make sure everything looks right before using it on a real deal.
Train your sales team: Walk them through the process so they're confident presenting financing options.
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 the correct permissions enabled. |
Changes not saving | Refresh your browser and try again. Check your internet connection. |
Feature not working as expected | Clear your browser cache or try a different browser. Contact support if the issue persists. |
Change Log
Date | Change |
May 2026 | Rewritten for clarity; simplified language for non-technical contractors; added images and troubleshooting. |