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 “Send Finance Docs” to share the finance contract with the customer via email.

Step 2: Click “Yes”. 

Step 3: The loan documents will arrive in your customer’s inbox. From the email, click on “Review Document” to proceed. 

Step 4: Read the document disclosures and check the box to agree to e-signing.

Step 5: Click on the “Continue” button.

Step 6: Click on “Initial” to initial wherever indicated.

Step 7: Click on the “Adopt and Initial” button.

Step 8: Click on “Sign” to sign wherever indicated.

Step 9: Fill out the payment details.

Step 10: Click on the “Next” button to finish.

Signing Contracts Through LightReach

Step 1: From the finance card, click “Send Finance Docs” to share the finance contract with the customer via email.

Step 2: Click “Yes”. 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 “Send Contract Docs” to share the finance contract with the customer via email.

Step 2: Click “Yes”. This will generate the contract.

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.