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 begin with the post-qualification, you’ll need to finalize and generate the GreenSky card. Click “Sync Quotes.”

Click “Yes” to continue.

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

Once the finance card is generated, click on "Finalize."

Click “Sign Installer Document”.

Select the required checkboxes and click “Next.”

Click on “Sign via Subhub Sign.”

Click “Open,” this will redirect you to a new tab for signing.

You will be redirected to a new tab to proceed with the signing process. Click “Start.”

Click “Sign.”

Enter the required information and click “Adopt and Sign.”

Click “Next.”

Click “Submit” to finalize the signing process.

You’ll have the option to combine all PDFs into a single file or keep them separate. Make your selection and click “Submit.”

Once the document is signed, a confirmation tab will appear.

The “Signed” status will now be reflected on the finance card, indicating the process is complete.

💡 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.