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.

When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Sign Initial Document” to sign the contract.​

Once the "Sign Initial Document" button is clicked, BrightStar processes the customer information and generates a signed contract, which can be found in the Attachments section of the proposal. Note:Currently, the post-qualification process for signing contracts with BrightStar Leasing is handled internally, with signed contracts automatically added to the Attachments section of the proposal.

The Signed Initial document can be viewed by clicking the “Attachment” tab on the left.

Click on the “Upload Documents” button on the finance card.​

A list of stipulation documents will appear in the pop-up window. Click on each document name tab to upload the corresponding files.

Click on “Upload a file”.

Click “Save” after uploading the document.

Each successful upload will be marked with a green checkmark next to the document name.

💡 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.