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 “Finalize” on the BrightStar finance card.
Step 2
Now the proposal is finalized and your customer is ready to qualify for BrightStar’s leasing products. Click “Apply” to qualify your customer.
Step 3
Enter the customer’s details, check the acknowledgment boxes, and click “Submit”.
Step 4
If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click on the “Ok” button.
Step 5
When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
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. |