typical close-rate lift when financing is surfaced inline
Annual replacement at parity if you bought the equivalent tools and services separately. Custom-building this one feature alone would land in our Small build band ($15k–$35k). Source ladder + per-line citations on methodology .
Concretely, what you get
- Lender handshake at quote time (pluggable across major roofing lenders).
- Approval in seconds inline on the quote.
- Financed-flag on the deal record — ops, accounting, and reporting all read it.
- Payment-calculator widget on every relevant page.
- Finance Options Assessment inside the Homeowner Portal — homeowner privately models payment scenarios before the awkward conversation (see Homeowner Portal).
The shelf-of-tools this one offering removes
Categories, not brand names — pricing benchmarks observed from public pricing pages, agency proposals, and freelance rates current to the year. Every range is backed by a line-by-line worksheet you can audit once your trial is live.
| What you'd otherwise buy | Type | Typical price |
|---|---|---|
| A standalone payment-calculator widget | SaaS | $50–$200/mo |
| A single-lender integration build | Build | $15k–$35k |
| A multi-lender chooser build | Build | $30k–$60k |
What you'd pay elsewhere vs. what this costs you here
Vendor ranges observed from public pricing pages and agency proposals, current to the year. Full source worksheet shared with you once your trial is live.
What it adds to your business in dollars
Roofers who surface financing inline at the quote typically see a 15–30% close-rate lift on the financed band of deals — because "I’d need to talk to my bank" stops killing the conversation.
Three or four moves. Then you walk away.
You: Pick a lender (or use one we already integrate).
System: Approval surfaces inline on every quote.
You: Sit back.
System: The financed-flag downstream tells your AP team how to invoice and your sales team how to close.
The outcomes this feature feeds into
Before you ask
Do you take a cut of the loan?
No. The lender’s pricing is the lender’s pricing — it stays between you and them. We integrate the surface; we don’t middleman the dollar.
Which lenders do you integrate with?
The major roofing-friendly lenders — pluggable across Wisetack, Hearth, GreenSky, Service Finance, and others as their dev programs allow. You can also bring your own lender of record.
What if a customer is declined?
The flow gracefully offers a co-applicant path, a smaller loan amount, or a cash + financing split. The "no" doesn’t kill the conversation; it just shapes it.
Does this work for insurance jobs?
Yes — the financed portion typically covers the deductible, the upgrades, and the code work the carrier won’t fund. We surface the math inline.
What about commercial customers?
Commercial financing uses a different lender pool and longer terms; we route the calculation through a commercial-aware flow when the lead is tagged commercial in the CRM.
See what “yes today” looks like for your homeowners.
Then put it in front of every one.
No credit card. No strings. We stand the whole platform up on a subdomain alongside your existing site so you can compare the numbers directly — leads, bookings, ticket size. The Standard guarantee covers cancellation between day 90 and day 180 at full refund.