This guide explains the flow when a manually entered financier is selected on the proposal for the Financing Option.
1. Jump to "Financing Options" on the Proposal
2. Select a non-integrated financier in the Financing Partner dropdown
3. Once selected, you will see that the green "Get Qualified" button now states "Get Started"
4. The "Review Details" window will automatically open. Review the selections and click CONFIRM
5. The loan documents must be sent from the non-integrated financiers portal.
6. You now have the ability to "Send Home Installation Contract" if applicable. Click Send Home Installation Contract
7. Review applicants info and yours, then click "Confirm"
8. If successful, you will see the following toast notification
9. If you need to resend the HIC, you now have the ability to do that as well.
