Post Qualification Process for BrightStar Leasing

Step 1: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click “Sign Initial Document” to sign the contract.

Step 2: Once the "Sign Initial Document" button is clicked, BrightStar processes the customer information and generates a signed contract, which can be found in the Attachments section of the proposal.  

Note: Currently, the post-qualification process for signing contracts with BrightStar Leasing is handled internally, with signed contracts automatically added to the Attachments section of the proposal.

Step 3: The Signed Initial document can be viewed by clicking the “Attachment” tab on the left.

Step 4: Click on the “Upload Documents” button on the finance card.

Step 5: A list of stipulation documents will appear in the pop-up window. Click on each document name tab to upload the corresponding files.

Step 6: Click on “Upload a file”.

Step 7: Click “Save” after uploading the document

Step 8: Each successful upload will be marked with a green checkmark next to the document name.