How to Qualify for GoodLeap Loans

Follow the steps below to qualify for GoodLeap finance. 

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

Step 2: Click “Qualify” to proceed with qualification. You must qualify for the quote before you can send out 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 “Submit”.

Step 5: If your customer qualifies, you will receive a congratulatory pop-up window to confirm the pre-qualification. Click “Ok”.

Step 6: Click “Sync Quotes” to get an updated status on your GoodLeap finance card. 

Step 7: Click “Yes” to continue. 

Step 8: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". 

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: The application will arrive in your customer’s inbox. Direct your customer to open the link.

Step 3: Direct your customer to click “Qualify”.

Step 4: Your customer must fill out the credit application form and click “Submit”.

Step 5: If your customer qualifies, they will receive a message of congratulations.

Step 6: Refresh the proposal page to see the updated status on the finance card. 

Step 7: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".