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The Roofer Show Growth

431: How to Offer Roofing Financing That Closes More Jobs

⏱️ 29:36 🎀 Dave Sullivan, Chris Scovil
AUDIO EPISODE
431: How to Offer Roofing Financing That Closes More Jobs
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Chapters

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  • 0:00
    Financing: Sell More Roofs
    Dave Sullivan opens the episode by highlighting the importance of offering financing to boost sales and compete effectively.
  • 0:37
    SMA Support for Contractors
    The host thanks sponsor SMA Support, which offers inside sales, estimate prep, customer follow-ups, and scheduling for contractors.
  • 5:22
    Offer Early, Always, Often
    Chris Scovil advises contractors to offer financing early, always, and often to eliminate financial pain points for homeowners.
  • 16:44
    Improveify: Lending, Training, Support
    Chris introduces Improveify's three pillars: lending, training, and support, explaining their unique approach to contractor success.
  • 27:31
    Website Financing Best Practices
    Chris explains how to create a 'Consumer Credit Center' on a website to capture customer data and prevent abandonment.
  • 40:26
    Presenting Financing Options
    Chris details how to present financing as part of good, better, best options, rather than as a last resort.
  • 47:34
    Improveify Enrollment & Fees
    Chris discusses Improveify's enrollment process, fees, and the availability of no-dealer-fee programs for contractors.
  • 53:30
    Mobile App for Sales
    Chris describes the simplicity and effectiveness of Improveify's mobile app for sales representatives to offer and process financing on-site.
  • 57:32
    Contact Chris Scovil
    Chris shares how to connect with Improveify, including their website, social media, and free YouTube training resources.
  • 1:01:51
    Dave's Mentoring Program
    Dave Sullivan concludes by promoting his mentoring program for contractors, focusing on long-term growth and accountability.

Speakers

D
Dave Sullivan
Host β€” The Roofer Coach and the Roofer CFO
C
Chris Scovil
Improveify

Key Takeaways

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Always offer financing early, always, and often to customers, presenting it as a primary option rather than a fallback.

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Transform your website's financing page into a 'Consumer Credit Center' to capture customer data and offer a personalized experience, rather than just linking to a bank.

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Present financing options (e.g., 12 months same as cash, low monthly payments) alongside 'good, better, best' product offerings to empower customer choices and upsell.

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Leverage tools like mobile apps and integrated CRM systems (e.g., Proline) to streamline the financing application process for both sales reps and customers.

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Understand that investing in a financing partner that provides comprehensive training and support is crucial for your team to effectively sell and utilize financing options.

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Explore financing options that offer 'no dealer fees' to avoid impacting your profit margins, especially if you're a restoration contractor or prefer not to build fees into pricing.

✦

Actively utilize available training resources, such as Improveify's university school and free YouTube channels, to continuously educate yourself and your sales team on financing best practices.

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