Sales Walkthrough for GoodLeap Loans
Follow the steps below to learn how to use GoodLeap within the SubcontractorHub sales flow.
Step 1: Sign in with your username and password.
Step 2: Click "New Customer" in the top right-hand corner to create a new lead.
Step 3: Input the customer’s address and basic information. The address can be added manually by clicking on the “Manual Address” checkbox. Select the job type and assign it to a user by clicking “Assign To”. Fill out setter and lead source details, as well as other information.
Step 4: Click on “Create customer” in the top-right corner of the page.
Step 5: You have now created a proposal card. Click "View Detail" to begin generating a design and pricing.
Step 6: Click the “Utility” drop-down box in the Consumption profile section.
Step 7: Select the correct utility company. All of the data for that utility is being pulled in real-time to ensure accurate utility rates.
Step 8: Scroll down to enter the client's kWh usage. You can opt to either enter the monthly or annual usage by switching the toggle. The predictive AI will also generate an assumed consumption amount based on the address entered.
Likewise, if you only have a few months of data available, the software will attempt to auto-fill the other months' data.
Step 9: Click “Start Design”.
Step 10: You can also upload the Utility Bill by selecting “Attachments” in the list on the left and clicking “Add File” in the top right corner.
Step 11: Select Utility Bill from the Label drop-down menu and upload the utility bill. Click “Save”.
Step 12: Select the “Pricing” tab on the left side to return to your AI-Assisted Design.
Step 13: Most homes will be able to utilize the AI-Assisted design tool. Identify the correct home, align it with the tool’s crosshair and click "Run AI Design". If you are working in a market where the AI-Assisted tool does not function seamlessly, you can toggle to "manual design" mode. Reference the "Switch from AI-Assisted Design to Manual" guide.
Step 14: Click on the modules that you want to include in the design. You will notice the system size, offset, and production all change in real-time.
Update Electric Bill pricing and Annual Usage that suit your customer’s needs.
You can select the type of panel that goes into the system alongside the design.
Step 15: Click “Save”.
Step 16: Your AI-Assisted Design is ready with system size details. You can even add an inverter to your design. Select the edit button beside “Inverter Name”.
Step 17: Choose the inverter and click “Save”.
Step 18: Scroll down to the battery recommendation section of the proposal. Turn on the toggle to enable the battery algorithm.
Step 19: Choose if you would like to quote a backup battery OR a grid-tied battery here.
Step 20: Add as many rooms or appliances as your customer needs to back up. Select the room or appliance to increase or decrease the quantity. The battery recommendation algorithm will calculate how many batteries the customer needs to back up the added rooms or appliances and increase or decrease the number accordingly. Select the desired battery for the project.
Step 21: If you require additional adders to your quote, scroll down to the “Add-on” section. This section is optional. Click “Choose Adders”.
Step 22: Select the adders and click “Done”.
Step 23: Scroll down to the financing section and select Financing (Fully Integrated), then click “GoodLeap”. Choose the utility from the drop-down menu to begin the financing process. Click “Update”.
Step 24: Click the “Finance Options” drop-down to choose a finance option. Click “Add Loan” to add the financing card. You can add multiple financing cards.
Step 25: Click “Finalize” located on the finance card.
Step 26: Click “Qualify” to proceed with qualification. You must qualify for the quote before you can send out contract documents.
Step 27: Check the acknowledgement boxes, direct the customer to sign and approve their signature, then click “Next”.
Step 28: Enter the customer’s details and click “Submit”. When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
Step 29: If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok” to continue.
Step 30: Click “Send Loan Docs Request” to share the finance contract with the customer via email.
Step 31: The contract will be sent to the homeowner's email, where they will be able to sign their portion.
Sending A Qualification Application To A Customer
Sales reps can send homeowners the application form via email if required.
Step 32: Click “Send Application To Homeowner” on the finance card.
Step 33: The application will arrive in your customer’s inbox. Direct your customer to open the link.
Step 34: Direct your customer to click “Qualify”.
Step 35: Your customer must fill out the credit application form and click “Submit”.
Step 36: If your customer qualifies, they will receive a message of congratulations.
Step 37: Refresh the proposal page to see the updated status on the finance card.
Step 38: Click “Send Loan Docs Request” to share the finance contract with the customer via email, then click “Yes”.
Step 39: Your customer will receive an email with further instructions on how to complete the document signing process.
