Why This Matters

Financeit integration brings flexible consumer financing right into SubcontractorHub, so you can offer payment options and close more deals without leaving the platform.

Financeit loan financing is available for all job types with Canadian addresses. Sales reps can choose this financing option, add a quote, complete the qualification process in the lender portal, and sync the quote back into the proposal to view the latest status. This helps create a more seamless and connected path from quoting to approval.

Administrators can also configure the design tools associated with Financeit and select the applicable workflow for each integrated design tool. These settings determine which design workflow options are available when setting preferences and creating proposals.

Follow the steps below to integrate Financeit.

What You'll Need

Admin access to SubcontractorHub
A web browser (Chrome or Edge recommended)
At least one design tool integrated with the financing organization when configuring design workflows.

Step-by-Step Instructions

Step 1

Click "Integrations" under "Manage Integrations".

Step 2

Click "Financing Partners" from the main menu and find Financeit. Click "Connect".

Step 3

Type the login name and password and click "Log in".

Step 4

Click "Return to Application".

Step 5

Now the finance partner is integrated. You can also Disable or Reconnect it using the respective buttons.

Step 6

Click “Configure Design Tool” on the Financeit integration card.

Step 7

Review the design tools integrated with Financeit.

Step 8

Under “Workflow,” select the applicable workflow for each design tool. Depending on the available configuration, select “Self Design,” “Requested Design,” or both.

Step 9

Click “Save.”

Note: The design tools and workflow options shown depend on the integrations configured for the financing organization. The selected configuration determines which design workflow options are available when setting preferences and creating proposals.

Pro Tips

💡 Integration tip: Test the connection after setup to make sure data flows correctly.
🔄 Keep credentials current: Update API keys and passwords when they change to avoid sync failures.
📋 Document your setup: Note which fields are mapped for future reference.

Troubleshooting

Problem	Solution
I don't see this option	Make sure you have Admin access. Some features require specific permissions.
Changes aren't saving	Try refreshing your browser and make sure you clicked Save before navigating away.
Something looks different from the screenshots	SubcontractorHub updates regularly. The feature works the same way — the layout may just look slightly different.
Integration not connecting	Verify your credentials and make sure the third-party service is active. Try disconnecting and reconnecting.

Last updated: 2026-07-23 · Source: How to Integrate Financeit?