Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'

Sign in to your SubcontractorHub account with your username and password.

Click on the "New Customer" button at the top of your screen to create a new lead.​

Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.​

Click “Create customer” in the top-right corner of the page.​

You have now created a proposal card. Click "View Detail" to begin generating a design and pricing. You can title a proposal by clicking “Add Title”.​

Click the “Utility” drop-down box in the Consumption profile section and select the correct utility provider.​

Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered. Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.​

Click “Start Design”.​

Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to " manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide.​

Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time. Update Electric Bill pricing and Annual Usage that suit your customer’s needs. You can also select the type of panel that goes into the system alongside the design.​

Click “Save”.​

Your AI-Assisted Design is ready with system size details. You can add an inverter and edit escalation, PPW, mounting type and roof type in this section.​

Scroll down and turn on the battery toggle to add batteries to your proposal.​

Choose if you would like to quote a backup battery OR a grid-tied battery here.​

Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly.​

Select your battery. You can increase or decrease the quantity of batteries required for your proposal.​

If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.​

Select the adders and click “Done”.​

You can add a down payment amount before selecting your finance options.​

Scroll down to the financing section of the proposal and selectConcert.​

Open the“Finance Type” dropdown and choose between loan, cash and Propel. Click“Create Account”.Note:Propel is a prepaid lease product offered by Concert Finance. While the sales process remains the same from

onwards, please note that if selecting Propel as the finance type in

, you mustselect the customer’s utility in order to create an account. Propel is only available within the service area.​

Click "Qualify Homeowner" to begin the qualification process.

Enter theSSN, Date of Birth, andGross Annual Incomeof the customer. Click “Submit”.

Once the qualification process is initiated, click “Sync”.​

Click “Yes”.

Now, select the “Loan Type” and “Rate”. Click “Create Quote”.

Your Concert finance card will be generated with details of the financing option. Click “Finalize”.​

Click “Generate Finance Docs”.Note:Please wait for 60 seconds for the documents to generate.

Click “Send Finance Docs”.

Click “Open URL”.

You will be redirected to a new tab to proceed with the signing process.

Click “Continue”.

Enter date of birth and click “Next”.

You will be redirected to the signing process page.

Acknowledge the checkbox and click “Continue”.

Click “Start” to initiate the signing process.

Click on the designated space to sign.

Click “Adopt and Sign”.

Click “Finish”.

Click “Continue”.

Click “Continue” to pass control.

Click “Close” to proceed.

Click “Sync Quotes”.

Click “Yes” on the pop up window.

Click “Upload HIC Document”.​

Upload your PDF file and click “Save”.

Click “Upload Stipulation Documents”.​

Upload your “Photo ID” by clicking “+ Upload”.

Upload your document and click “Save”.

Upload your “Verification of Income” by clicking “+ Upload”.

Upload your document and click “Save”.

Click “Cancel”. Each uploaded document will be marked as “in review”.Note:If the customer information differs between the Concert Finance portal and SubHub, a notification with an "Update Customer Info" button will appear in the finance section. Simply click the button to correct the discrepancies. Note:If the proposal owner information does not match between Concert Finance Portal and SubcontractorHub, a notification with an “Update Owner Info” button will appear in the finance section. Simply click the button to correct the discrepancy. Note:You can now directly connect your existing Concert Finance account within your proposals. This feature streamlines the qualification process, saving you time and reducing manual steps. To get started, please reach out to Concert Finance for yourConcert Customer ID. Note:ForConcert Finance Cash, now no need to qualify the customer, justcreate accountand click onsync button(or refresh the page).Here's how:

In the finance section, select “Cash” as the finance type for Concert Finance and click “Create Account”.

Click “Sync Status”.

Click “Yes” to sync quotes.

Click “Create Quote” to generate the finance card.

You have successfully qualified your customer and generated your finance card. Note:NowLoan typeConcert Financeis available forHVACandBatteryproposals as well. Note:The ‘Pended’ status is now changed to ‘Approved with Stipulations’.Note:After qualifying with Concert Finance in the proposal stage, thecredit expiration datewill be displayed. Once the proposal is converted into a project, this value is automatically carried over to the project as well.

💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.