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.

Click “Sync Quotes” again to verify the details.

Click on“Send Contract Docs” to initiate the document dispatch process.

The Sales Representative will receive the contract documents at their registered email address. They should open the email and click“Review and Sign Document.”

This action will redirect them to a new browser tab to begin the signing process. After completing the signature, they must click“Submit.”

Upon successful submission, a confirmation pop-up will appear, indicating the document has been signed.

The customer will also receive an email prompting them to review and sign the document. They should access the email from their preferred email account and click“Review and Sign Document.”

Click on “Start” to begin the process.

Click“Initial” to apply your initials as required.

Once all required fields are completed, click “Submit” on the right-hand panel to finalize the submission.

After all signatures are obtained, proceed by clicking“Upload Stipulation Documents.”

Click“Upload” to add the required supporting documents.

Once the upload is complete, click“Save” to store the documents securely

At the top of the Proposal section, click“Complete Welcome Call” to begin setting up the Welcome Call process.

Choose your preferred method for the Welcome Call: eitherIn-PersonorSend Mail. ASurvey URLwill be automatically generated and provided for your use.

Once the Welcome Call has been attended and completed, the proposal status will automatically update to“Completed Welcome Call”, confirming that this step has been successfully fulfilled.

💡 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.