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 “Send Finance Docs” to share the contract.​

Click “Yes”. This will generate the contract.​

You can choose tocopy the finance document URLand share it with the homeowner, oropen the URL in the next tabto sign immediately. Handover to the HomeownerPlease ensure the homeowner completes all required steps to sign the financing documents. Installer Next StepsOnce the document is signed by the homeowner, you can sync the quote in SubcontractorHub to view the updated status.

Click “Sync Quotes”.

Click “Yes”.

The finance card will reflect that the finance documents have been signed, as shown in the example below. Click “Upload Stipulation Documents”.

Copy the URLto share it with your customer oropen the URL in the next tab.

Click “Get Started”.

Once all your documents are uploaded, you will receive a message confirming completion.

💡 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.