How to Qualify with Mosaic
Follow the steps below to qualify your homeowner for Mosaic:
Step 1: Once the quote is finalized and your customer can prequalify for Mosaic’s financing. Click “Prequalify”.
Note: Clicking “Send Application To Homeowner” sends the qualification form to your customer via email. They can open the link from the email and qualify themselves.
Step 2: Fill in your customer details, check the acknowledgment boxes and click “Submit”.
Step 3: Your customer will receive a congratulatory email in their inbox.
Step 4: When a homeowner qualifies, the “Prequalify” icon will transition to blue and read "Qualified".
