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 Sunlight Financial finance card will be generated with details of the financing option. Click “Finalize”.

Now the quote is finalized and your customer is ready to qualify for Sunlight Financial’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.​

Enter the customer’s details, check the acknowledgement boxes, and then click “Next”.

Read the disclosures and check the acknowledgement box then, click “Submit Credit Application”.​

Your customer’s credit score will decide whether they are eligible for Sunlight Financial financing. If your customer qualifies, you will receive a congratulatory pop-up window. Click “Ok”.Approved Credit ApplicationWhen a homeowner qualifies, the“Qualify” icon will transition to blue and read"Qualified". You can continue with signing finance documents and completing the proposal. Approved with StipulationsIf the customer’s credit application is approved with stipulations, you can still continue with signing finance documents and completing the proposal. The“Qualify” button will transition to blue and read“Approved with stipulations”.​Declined Credit ApplicationIf the customer’s credit application is denied, the finance card will read“Declined” as showcased in the image below. You can opt to create a new proposal if the customer would like to reapply with different credit details.

💡 A sales rep qualifies a homeowner for a GoodLeap loan right at the kitchen table in under 3 minutes. The customer is excited to see they're approved and signs the contract the same day.