Getting your customers qualified for financing quickly is essential to keeping deals moving. Following these steps ensures a smooth qualification process with fewer delays and surprised customers.

The loan documents will arrive in your customer’s inbox. From the email, click “Review Document” to proceed.​

Enter the last 4 digits of the customer’s SSN and click “Validate”.​

Read the disclosures and click “Continue”.​

Click “Start”.​

Click “Initial” where indicated on the document.​

Select your initial and click “Adopt and Initial”.​

Select your payment method and enter the required information.​

Click “Sign” where indicated on the document.​

You may be asked to opt in or out of a Solar Rights Alliance membership. Once the signing process is complete, click “Finish”.​

After completing the signing process, a copy of the signed finance contract will be sent to your customer’s inbox.​

The finance card will reflect that the finance documents have been signed, as shown in the example below.

💡 A home services contractor uses this feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.