How to qualify for GoodLeap Loans

Follow the steps below to qualify for GoodLeap finance. 

Step 1: Click on the “Finalize” button located on the finance card.

Step 2: Click on the “Qualify” button to proceed with qualification. You must qualify a homeowner before you will be able to send out the contract documents.

Step 3: Check the acknowledgement boxes, direct the customer to sign and approve their signature, then click “Next”.

Step 4: 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 5: 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 1: Click “Send Application To Homeowner” on the finance card. 

Step 2: After sending the application to the homeowner, the finance card will look similar to the example below.

Step 3: 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 4: Once the homeowner has submitted the application form and has successfully qualified for financing, the finance card will look similar to the example below.