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 on 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 with Genability 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 “Next”.

Step 10: You can also upload the Utility Bill by selecting “Attachments” in the list on the left and clicking on the “Add File” button on 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 Design.

Step 13: Most homes will be able to utilize the AI 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 tool does not function seamlessly, you can toggle to "manual design" mode. Reference the "Switch from AI 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: You will see warning prompts if you attempt to build a system above 120% offset,

and another warning if above 150% offset. Simply click "Yes" to progress.

Step 16: Click “Next”.

Step 17: Your AI Design is ready with system size details. You can even add Inverter with your design. Select the edit button beside “Inverter Name”.

Step 18: Choose the inverter and click “Save”.

Step 19: Scroll down to the battery recommendation section of the proposal.

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 on “Add Adders”.

Step 22: Select the adders and click “Done”.

Step 23: Scroll down to the financing section and select the utility from the drop-down menu to begin the GoodLeap 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 on the “Finalize” button located on the finance card.

Step 26: Click on the “Qualify” button to proceed with qualification. You must qualify a quote before you will be able to 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 on the “Submit” button. 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 on the “Ok” button.

Sending A Qualification Application To A Customer

Sales reps can send homeowners the application form via email if required. 

Step 30: Click “Send Application To Homeowner” on the finance card. 

Step 31: After sending the application to the homeowner, the finance card will look similar to the example below.

Step 32: The GoodLeap application form will be sent automatically to the customer’s email address. Direct the customer to open the link, fill out the form and submit it. 

Step 33: Once the homeowner has submitted the application form and has successfully qualified for financing, the finance card will look similar to the example below.

Step 34: Click on the “Send Loan Docs Request” button to share the contract.

Step 35:  Click on the “Yes” button. This will generate the contract.

Step 36: The contract will be sent to the homeowner's email, where they will be able to sign their portion and click "Next".