Why This Matters
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.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Click “Send Application to HomeOwner”.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.
Step 2
Enter thecustomer detailsin the space provided.
Step 3
Check theacknowledgment box, and click on the “Submit” button.
Step 4
Once the customer details qualify, Sync Quotesagain to update. You have now qualified with IGS Solar. 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.
Real-World Example
💡 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.
Pro Tips
Start small: Test this feature on one project before rolling it out company-wide.
Need help? Contact SubcontractorHub support — they're always happy to walk you through it.
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. |