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How To Sign Contracts Through Finance Partner
Follow the steps below to sign contracts through finance partners.
Signing Contracts Through Goodleap
Step 1: From the finance card, click on the “Send Loan Docs Request” button to share the finance contract with the customer via email.
Step 2: The loan documents will arrive in your customer’s inbox. From the email, click on “Review Document” to proceed.
Step 3: Read the document disclosures and check the box to agree to e-signing.
Step 4: Click on the “Continue” button.
Step 5: Click on “Initial” to initial wherever indicated.
Step 6: Click on the “Adopt and Initial” button.
Step 7: Click on “Sign” to sign wherever indicated.
Step 8: Fill out the payment details.
Step 9: Click on the “Next” button to finish.
Signing Contracts Through LightReach
Step 1: From the finance card, click on the “Send Contract Docs” button to share the finance contract with the customer via email.
Step 2: Click on the “Yes” button. This will generate the contract.
Step 3: The loan documents will arrive in your customer’s inbox. From the email, click on “Review Document” to proceed.
Step 4: The contract will open in the next tab with DocuSign. Click on “Continue”.
Step 5: Click “Start” on the left-hand side of the document.
Step 6: Click the “Initial” icon to initial wherever required.
Step 7: Click “Adopt and Sign”.
Step 8: Click “Select” on the left-hand side of the document to mark checkboxes.
Step 9: Click the “Sign” icon to sign wherever required.
Step 10: Once the contract is signed, click “Finish”.
Signing Contracts Through SOLRITE
Step 1: From the finance card, click on the “Send Contract Docs” button.
Step 2: Click “Yes”. This will generate the contract for the sales rep to sign.
Step 3: The contract will open in the next tab to be signed by the sales rep. Click on “Continue”.
Step 4: Click on “Sign” to sign wherever required.
Step 5: Click on “Adopt and Sign”.
Step 6: Click “Finish”. This will trigger an email sent to the customer, where they will sign their contract.
Step 7: From the customer’s email, click “Review Documents”.
Step 8: Mark the disclosures checkbox and click “Continue”.
Step 9: Click ‘Sign” to sign wherever required.
Step 10: Click “Adopt and Sign”.
Step 11: Once the contract is signed, click “Finish”. The contract will then be sent to the channel partner via email.
Step 12: From the channel partner’s email, click “Review Documents”. Repeat the signing process and click “Finish”. Once the channel partner has signed the contract, the proposal will convert into a project.
