Integration · CRM
Connect Financing Approvals to Contracts Without Manual Data Entry
Connect PayKeeper to SubcontractorHub and loan application status, approved financing amounts, and financed contract prices sync between systems automatically. For contractors who close a significant portion of jobs on financing, this integration eliminates the manual handoff that delays contract execution and causes pricing errors.
What Connects Between PayKeeper and SubcontractorHub
The specific data flows that eliminate double entry and keep both systems current without extra work from your team.
Loan Application Status to Job Record
When a homeowner submits a financing application through PayKeeper, the application status — pending, approved, declined, expired — syncs to the SubcontractorHub job record in real time. Your rep knows whether the homeowner is approved before calling to discuss contract terms, enabling a more confident conversation about scope and timeline.
Approved Loan Amount to Proposal Pricing
Once a loan is approved in PayKeeper, the approved amount and financed price (including dealer fee adjustments) sync to the SubcontractorHub proposal. The proposal reflects the correct financed contract price automatically — eliminating the manual recalculation that causes pricing discrepancies between what the rep quoted and what the contract shows.
Contract Signing Triggers Loan Funding Request
When a homeowner signs the SubcontractorHub proposal, the signature event pushes to PayKeeper and triggers the loan funding request. The lender initiates disbursement based on the executed contract — your rep doesn't have to remember to take a separate step to trigger funding after the signature.
Funding Confirmation to Job Record
When PayKeeper confirms loan funding is complete, that confirmation syncs to the SubcontractorHub job record. Project managers can see that financing is funded before scheduling installation or releasing materials — preventing work from starting on a job where funding is still pending.
How to Connect PayKeeper with SubcontractorHub
Connect via PayKeeper Dealer Portal API
Enter your PayKeeper dealer portal API credentials in SubcontractorHub's integrations panel to establish the connection.
Link Financing Options to Proposal Templates
In SubcontractorHub, configure which financing products from your PayKeeper dealer account are offered on which proposal types.
Set Up Status Sync Webhooks
Configure PayKeeper webhooks to notify SubcontractorHub of loan status changes — application received, approved, declined, funded.
Test the Full Financing-to-Signature Flow
Submit a test loan application in PayKeeper, approve it, sign the connected SubcontractorHub proposal, and verify funding confirmation returns to the job record.
Ready to connect PayKeeper?
Book a 30-minute demo — we'll show you exactly how the integration works and walk you through setup for your account.
Who Uses the PayKeeper Integration
Roofing Contractor Where 40% of Jobs Are Financed
A roofing contractor offering three financing options through PayKeeper closes 40% of jobs on a loan. The integration means the rep knows approval status before they call back, the signed contract triggers funding automatically, and the project manager sees 'Funded' on the job record before scheduling the crew — no phone calls between sales and ops to confirm.
HVAC Company Offering Same-Day Financing Decisions
An HVAC company promotes same-day financing decisions to close deals on the first visit. PayKeeper's instant approval status syncs to SubcontractorHub within minutes of application — the rep knows the decision while still in front of the homeowner and can adjust scope to fit the approved amount if needed.
Solar Installer Managing Power Purchase Agreement Financing
A solar installer offering PPA financing through PayKeeper needs the financed system cost to appear correctly in the SubcontractorHub proposal. The sync pulls the PPA terms and system cost from PayKeeper into the proposal so the homeowner sees a contract that matches the financing terms exactly.
General Contractor Preventing Work Start on Unfunded Jobs
A GC running $30,000+ renovation jobs uses the funding confirmation sync as a project start gate. The scheduling workflow in SubcontractorHub requires the job record to show 'Funded' before a start date can be set — preventing the company from ever starting work on a job where financing hasn't been confirmed.
Common Questions About the PayKeeper Integration
Which lenders does PayKeeper work with?
PayKeeper works with a network of home improvement lenders. Consult PayKeeper's website for the current lender list — it varies by contractor trade type and state.
Can homeowners apply for financing directly from the proposal?
Yes. The SubcontractorHub proposal can include a financing application link that opens PayKeeper's homeowner application portal. The homeowner completes the application, and status updates sync back to the job record without the rep having to facilitate the process.
What happens if a homeowner is declined for financing?
A declined status syncs to the job record and notifies the rep. SubcontractorHub can trigger a follow-up task for the rep to discuss alternative financing options or adjust scope to a cash-pay price the homeowner can afford.
Does the integration handle multiple financing applications on the same job?
Yes. If a homeowner applies through multiple lenders via PayKeeper and receives multiple approvals, all application statuses sync to the job record. The rep can see all approvals and help the homeowner select the best terms.
Is there a delay between loan funding and the confirmation appearing in SubcontractorHub?
Funding confirmations typically sync within minutes of PayKeeper processing the disbursement confirmation. ACH funding can take 1-2 business days to fully settle — the sync reflects PayKeeper's confirmation status, not bank settlement status.
Connect PayKeeper with SubcontractorHub
Your team keeps working in the tools they know. SubcontractorHub ties them together so nothing falls through the cracks.
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