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.

To Proceed with the qualification process, scroll down to the financing section of the proposal and select "Financing (Fully Integrated)". Select “GreenSky” to use GreenSky’s HVAC financing products.

Click “Submit Application”.

Select the method either via “In-person” or “Email.” Click on “Send.”

Select the type of plan, enter customer information and other pertinent details. Click on “Submit.”

After successful submission, click “Sync Quotes.”

Click “Yes” to continue.

From the dropdown, choose the appropriate plan and click“Add Loan.”

Your GreenSky finance card will be generated with details of the financing option. The status of the qualification will show us “Qualified.” Click on “Finalize” to save your changes.

💡 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.