Because nobody wakes up wanting to buy a furnace. A homeowner who can see a monthly payment next to the total can decide at the table. A homeowner who sees only the total often needs to “think about it,” and a share of those never call back.
The evidence from one Sales Builder Pro customer is as good as field data gets. Two comfort consultants worked the same market with the same pricing and the same products, and the office assigned incoming calls on a pure rotation. Over twelve months, the only meaningful difference was how often each one offered financing.
Ticket and annual sales are shown relative to Consultant B.
Same trucks, same price book, same phone ringing. The consultant who brought up payment options more often closed more calls, sold larger systems, and produced about 38% more revenue. Contractors have heard the national lenders make this case for years. The reason more teams don't act on it isn't doubt. It is complexity: a different portal, a different rate sheet, a different way of explaining each program. Sales Builder Pro removes that complexity.
Most of them. Sales Builder Pro is not tied to any one lender. If a program publishes a payment factor, it works in the app, whether it comes from a national program such as Wells Fargo or Synchrony, a regional bank or credit union, a manufacturer’s promotional program, or a leasing company. Leasing plans work the same way when the lessor publishes a payment factor.
You keep the lender relationships you already have. Nothing changes about your approvals, funding, or dealer agreements.
Once, in the Management Portal, in a few minutes per plan. For each program you enter:
Drag and drop the plans into the order you want them to appear on the tablet. You can even select plans that you want the app to preselect, so your preferred program is the one the homeowner sees first. From that point on, every proposal shows the calculated monthly payment for every option automatically, with no math at the table.
The Help Center walks through setup field by field, including a recommendation for handling dealer fees.
The Recommend and Compare view. Next to each option’s total investment, the homeowner sees the available payment plans with a real monthly payment for each. The consultant can mark one plan as the recommendation and let the homeowner compare it against the others, or switch the whole proposal between cash price and financed price with one tap.
The point of the view is that nothing is hidden. The total investment stays on the screen whenever there is a purchase price, and the payment sits beside it. A homeowner can judge affordability and cost at the same time, which builds trust.
In two places, and both are already in your hands.
In the presentation. Add your lender’s pre-approval or application page as a link in the Financing section of your presentation, alongside the lender’s brochure and explainer video. When the money conversation opens, the consultant can turn the tablet around and the homeowner can apply on the lender’s own page, on the tablet or on their own phone. Your Financing section is part of the digital brag book, and it is one of the highest-value assets you can include: Building a Great Digital Brag Book.
In the eSign Toolkit. For families that decide after the visit, the eSign Toolkit sends a personalized shopping cart the homeowner can review at home. Put the same application link there. The think-it-over buyer can compare options, pick a payment plan, apply, and sign, all in one sitting, without a second visit. Details on how the Toolkit works: eSign Toolkit product overview.
Sending the homeowner to the lender’s page has a second benefit. Their personal and credit information goes directly to the lender and never passes through your team, your notes, or your proposal.
The Comfort Consultant Success Manual treats financing as a payment choice, not a closing trick. Five practices worth making standard:
Pull up your Management Portal and check three things: every program you actually offer is set up with a current payment factor; your preferred program sits at the top of the list; and your lender’s application link appears in both your presentation’s Financing section and your eSign Toolkit. Then ask each consultant what share of their calls included a payment option last month. If the answer is under half, the numbers above show what is on the line. Recommending and comparing finance plans helps your customers afford what they need, helps your company sell more, and helps your Comfort Consultants get a pay raise.