Mosaic Post Qualification Process
Follow the steps below to learn more about Mosaic’s post-qualification process:
Step 1: After qualifying, the documentation process begins. Click “Send Finance Docs”.
Step 2: Click “Yes” on the popup window.
Step 3: The customer will receive a link to upload the documents.
Step 4: Open the link and click “Continue”.
Step 5: Enter the applicant details and click “Verify”.
Step 6: Enter the financing details and click “Continue”.
Step 7: Review the details, check the acknowledgement box and click “Continue”.
The homeowner will receive a confirmation email.
Step 8: You will be then redirected to the E-sign portal to sign the contract. Select the checkbox and click “Continue”.
Step 9: Click “Start” to begin signing the contract.
Step 10: Click on the space provided to sign.
Step 11: Click “Adopt and Sign”.
Step 12: After completing the signing process, click “Finish”.
Step 13: Your customer will receive a confirmation email. You can view the completed documents by clicking “View Completed Documents”.
Note: After signing the finance agreement, proceed with signing the HIC documents by following the steps below.
Step 1: After signing the financing documents, go to the E-Signature Activities tab on the left and click on Activities to check the finance agreement completion.
Step 2: Scroll down to summary in your proposal and click on “Sign Now” to sign and send the solar contract
Step 3: Complete your perfect packet checklist by clicking the checkboxes and click “Next”
Step 4: Your solar contract is now ready to be signed. Click “Sign Via SubHub”
Note: You can also use “Send Via SubHub Sign” to send the contract via email
Step 5: Click “Open”
Step 6: Click “Sign”
Step 7: Click “Adopt and Sign”
Step 8: Complete the Signing process and click “Submit”
Step 9: Select if you would like to send contract documents as combined pdfs or as Separate Documents and click “Submit”
Step 10: As instructed on the pop up window, return to your proposal and click on the “E- Signature Activity” Tab
Step 11: You can view the E-sign activity of the customer in the “E-signature Activity” Tab.
Once both the sales representative and the customer have signed the contract, the proposal can be moved to closed won document signed
