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?'

Once your finance card is generated click“Finalize.”

Now the quote is finalized, and your customer is ready to qualify for Enfin Lease’s financing. Click“Qualify” to qualify your customer. Note: Clicking “Send Application To Homeowner” sends the qualification form to your customer via email. They can open the link from the email and qualify themselves.

Check the acknowledgment box and click“Submit.”

A pop-up window will appear with a“Credit Application Created” message. Use the URL below the message to begin the credit approval process.

The URL will take you to Enfin Lease’s Credit Application form. Scroll through the page to check your customer details.

Scroll down to enter your customer’s credit application information.

Check the acknowledgment boxes and click“Submit.”

After finishing the credit application, return to SubcontractorHub and click“Sync” in the financing section to view your customer’s credit application status.

Once the sync is complete, your customer’s credit approval status will be shown in the finance card. TheQualifybutton will turn blue, indicating a successful qualification.

💡 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.