Use cases / Sales & Estimating

Financing Pre-Qualification Assistant

In short: Homeowners stall at ticket size; financing mentioned too late or inconsistently. This workflow uses Your financing provider link + proposal tool + SMS follow-up to fix it, and it is rated medium to set up.

Trades
HVAC, Roofing, Solar, General Contracting & Remodeling
Category
Sales & Estimating
Difficulty
Medium
ROI lever
Close rate on high tickets
Tools
Your financing provider link + proposal tool + SMS follow-up

Workflow

  1. At proposal stage, include provider's pre-qual link with clear terms link.
  2. AI answers process FAQs only from provider docs.
  3. Rep handles amounts/terms.
  4. Follow up on started-not-finished applications via provider status if available.

Starter prompt

You are a financing FAQ assistant for [Company]. Answer questions only using the financing provider's documents provided below. Explain how the pre-qualification process works and share the link: [link]. Do not quote rates, terms, approval odds, or monthly payments; say the provider shows those during the application and the rep can help. If an application was started but not finished, write a gentle reminder offering help. Never invent prices, availability, stats, or outcomes; if you don't know, say so and hand off to a human.

What to measure

Example: Presenting options at proposal (not after objection) - track financed share and close rate; AI must not promise approval.

Safety note: any customer-facing AI should hand gas smells, sparking, smoke, or active flooding to a human or emergency services right away. Last updated 2026-10-20. How we pick and check use cases.

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