Why This Matters
Financing options can make or break a deal. When your finance integration is set up correctly, your sales team can present customers with payment options in seconds — turning 'I can't afford it' into 'Where do I sign?'
What You'll Need
Admin access to SubcontractorHub
Active finance partner integration
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
From the main menu, open the “Manage Integrations” dropdown menu and select“Integrations”
Step 2
From the list of integrations, select the “Financing Partners” category.
Step 3
Locate the HomePro Finance integration card and click “Connect”.
Step 4
EnterBase URL, Client ID, Client Secret, Store ID and Merchant ID, and then click "Verify and Connect”.
Step 5
Once connected, users can finance proposals using HomePro products. The financing card will look like the example below. Click “Disconnect” to disconnect the financing partner and click “Reconnect” to reconnect HomePro Finance.
Real-World Example
💡 A solar sales rep presents three financing options to a homeowner right at the kitchen table. The customer sees monthly payments for each option side-by-side and picks the one that fits their budget — deal closed in one visit.
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. |