This feature helps streamline your daily operations in SubcontractorHub. Setting it up correctly saves your team time, reduces manual work, and keeps your projects running smoothly from start to finish.

Locate “Projects” from the “ManageProjects” menu and select your project.

Navigate to the “FundingRequirements” tab.

Under the "Milestone Documents", click “Upload” to upload the necessary documents.

Click“Upload a file” in the popup window.

Once uploaded, click “Save”.Note: After clicking save, you’ll see a message prompting you to upload the next required document “Install Contracts” before you can submit the documents for review.

Click “Upload” under the Install Contracts section.

Click “Upload a file”, then select and upload your document.

Click “Save”.

A confirmation message will appear once the upload is successful.

Return to the "Projects" list to check your document status.

Click on “Sunlight Finance Status” to view the current approval stage. Note: It may take some time for the updated status to appear after document submission. Similarly, upload all Milestone documents and check their status in the Sunlight Finance Status section. Upload Stipulation DocumentsAfter uploading all required Milestone documents, you can proceed to uploadStipulation Documents.

Click on the “Stipulation Documents” section within your project.

Click “+ Upload” next to the required stipulation item (e.g.,Title TTN).Note: For anydisabled stipulation documents, please contact Sunlight directly to confirm loan terms and verify identity.

In the popup, click “Upload a file” and select the appropriate document.

Once uploaded, click “Save”.

The document status will automatically update to “Documents Received”.Repeat these steps to upload each required stipulation document individually.

💡 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.