Sungage Post-Qualification Process

Follow the steps below to complete the Sungage finance process. Once the financing documents are signed and the stipulation documents are uploaded, you can continue with the HIC signing process. 

Step 1: When a homeowner qualifies, the “Qualify” icon will transition to blue and read "Qualified". Click  “Send Finance Docs” to share the contract.

Step 2: Click “Yes”. This will generate the contract.

Step 3: You can choose to copy the finance document URL and share it with the homeowner, or open the URL in the next tab to sign immediately.   

Handover to the Homeowner

Please ensure the homeowner completes all required steps to sign the financing documents.

Installer Next Steps

Once the document is signed by the homeowner, you can sync the quote in SubcontractorHub to view the updated status.

Step 4: Click “Sync Quotes”.

Step 5: Click “Yes”.

Step 6: The finance card will reflect that the finance documents have been signed, as shown in the example below. Click “Upload Stipulation Documents”.

Step 7: Copy the URL to share it with your customer or open the URL in the next tab.

Step 8: Click “Get Started”.

Step 9: Once all your documents are uploaded, you will receive a message confirming completion.