How To Qualify Your Customer Through SOLRITE

Make sure you have SOLRITE as an integrated financing partner with your organization in SubcontractorHub.

Step 1: From your Home Page, locate Customers in the menu on the left-hand side. Select the customer whom you want to Qualify with SOLRITE.

Step 2: Click on the View Detail button from your proposal card.

Step 3: Scroll down your proposal to reach the Financing section.

Step 4: Select the Utility of your customer and click on the “Qualify Homeowner” button on the right.

Step 5: Fill up the Pre-Qualification form with the necessary details. Then agree to the terms of qualifications, and click on the Submit button.

Step 6: Based on the credit score of your customer, you will receive a congratulatory pop-up window to confirm the pre-qualification

Step 7: Your customer’s credit score will decide whether they are eligible for SOLRITE Gold or SOLRITE Silver. (Gold is the good credit quoting, 650 FICO +. Silver is for customers with FICO scores from 550 to 649).

Adjust the pricing and click on the Create Quote button

Step 8: Your customer's financing options with detailed pricing and rates will be available for you to finalize after they are qualified.