How to Qualify with Sungage
Follow the steps below to qualify for Sungage financing.
Step 1: The Sungage financing card will be generated with details of the financing option. Click “Finalize”.
Step 2: The quote is finalized, and your customer is ready to qualify for Sungage’s financing. Click “Apply” to qualify your customer.
Note: Clicking “Send Application To Homeowner” sends the public proposal URL to your customer via email. They can open the link from the email and qualify themselves.
Step 3: Choose if the customer will apply for financing in person or receive an email with the qualification form. Click “Send”.
Step 4: If choosing in-person qualification, you will receive a pop-up asking to either copy the URL or open it in the next tab.
Note: All application steps should be completed by the homeowner. Once the application is submitted, you can sync the application status in SubcontractorHub to view the credit qualification.
Step 5: Application results will be processed automatically in a few minutes. Your customer will also receive an email with their result.
Step 6: Return to the proposal and click “Sync Quotes”.
Step 7: Click “Yes”.
Step 8: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified".
Approved Credit Application
When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". You can continue with signing finance documents and completing the proposal.
Approved with Stipulations
If the customer’s credit application is approved with stipulations, you can still continue with signing finance documents and completing the proposal. The “Qualify” button will transition to blue and read “Approved with stipulations”.
Declined Credit Application
If the customer’s credit application is denied, the finance card will read “Declined” as showcased in the image below. You can opt to create a new proposal if the customer would like to reapply with different credit details.
