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?'

Your HomePro finance card will be generated with details of the financing option. Click “Finalize”.

Once the card is finalized, click on “Resend Finance Docs".

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

A new tab displays a generated HomePro Contract. ClickOpen URL.

You will be redirected to a new tab to proceed with the signing process. Click “Continue” once you’ve entered the one-time passcode sent to your contact.

After going through the contract, click on “Agree.”

Enter the code again and click “Verify.”

Click “Continue.”

Acknowledge the checkbox and click “Continue”.

Click “Next” to initiate the signing process.

Click on the “Edit" icon to apply the signature.

Click “Adopt and Sign”.

Click “Edit” icon to initiate the signing process.

Click “Finish”.

Once the signing process is complete, a new tab will appear which will show which will indicate the process as successful.

When you scroll back to the proposal, you’ll see the button has changed to “Finance Doc Signed.”Click on "InitiateFunding.”

Once the funding process is complete, you’ll see the tab turngreen.

💡 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.