Why This Matters
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.
What You'll Need
Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
Step-by-Step Instructions
Step 1
Finalize any Partner API or easy mode finance product from SubcontractorHub.
Step 2
Direct the customer to click on the “Qualify” button on the Proposal Details slide.
Step 3
The qualification form will open. Direct the customer to fill out their credit details and submit the form. After successful qualification, the Proposal Details slide will look like this.
Real-World Example
💡 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.
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. |