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.

Click “Sign Finance Contract” to proceed with the post qualification process. Choose an action and click “Send”.Note:If you select "In Person", the system will prompt you when to hand control over to the homeowner. Only choose "In Person" if you are conducting an in-home consultation.If not meeting in person, select "Email" to send the consent electronically.

Click “Open URL” to open the URL in a new tab.

Provide control access by clicking “Continue”.

Click “Call”.

Once the customer receives the call, click “Phone Authentication Complete”.

Give your consent to use electronic records and signatures by ticking the checkbox and clicking “Continue”.

Go through the documents carefully and sign on all the spaces provided to add your signature.

Click “Finish” andenter the email IDto receive a copy of the document.

Close the popup window on SubcontractorHub.

Click “Sync Quotes” to update the current status.

Click on the"Welcome Call" button and share the number visible on the screen with the homeowner to complete the process.

Once the welcome call verification is complete, the button changes to green colour.

After completing the payment process, the “Send Payment” button changes to green colour.

Click"Payment information Received" button,then select“Yes” to notify the homeowner that their payment has been received.

Next, click “Upload IGS Documents” and upload the required documents. Note:This step is optional. Even if you do not upload the IGS documents, your proposal can be converted into a project.

💡 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.