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
From the financing tab of the proposals, click on “Select Utility” and then “Create Account.”
Step 2
Click "Qualify Homeowner" to begin the qualification process.
Step 3
Input the necessary details likeProduct Type, Date of Birth,SSN Number, and more.
Step 4
Click on “Submit” after entering the desired information.
Step 5
Once the qualification process is initiated, click “Sync.”
Step 6
Click “Yes.”
Step 7
Now, select the “Product,” “Product Type” and “Pricing”. Click “Create Quote”.
Step 8
Your Elios finance card will be generated with details of the financing option. The status of the qualification will show as “Qualified.” Click on “Finalize” to save your changes.
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. |