Consumer Financing

Win More Jobs With Built-In Financing Options for Residential Contractors

Win More Jobs With Built-In Financing Options for Residential Contractors

Seamless Integration

CRM with Built-In Consumer Financing

Unlike bolt-on tools or outside apps, financing is fully integrated into the Contractor Accelerator workflow. From first contact to final payment, everything happens inside the same system—saving you time and keeping your team focused. Signing up to offer Wisetack financing through Contractor Accelerator takes less than five minutes and can be done directly through your account settings.

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Fast Prequalification

Instant Approval Visibility for Smarter Bids

Send a prequal link when you arrive onsite, and your customer can apply while you assess the property. Results appear instantly in the Project Overview, so your team knows what they're approved for before building the bid. You can also add a dynamic link to appointment emails—everything stays tied to the right project, with no manual tracking required.

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Financing Inside Every Bid

Win More Jobs by Making It Affordable

Present payment options directly inside your estimates. When customers see the total cost alongside affordable monthly payments, they’re more likely to say yes. It removes sticker shock and builds trust—without lowering your price.

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Quick and Easy for Homeowners

Simple Application. Instant Decisions

Homeowners apply through a secure link included in your proposal or text it to them with a simple push of a button. Most get an instant decision and can choose from several loan options. No paperwork. No waiting. No awkward handoffs. They get the flexibility they need, and you look even more professional.

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Risk-Free Payments

You Get Paid—No Chasing Customers

Once the work is complete, you get paid in full. Wisetack takes on the risk of collections and customer payments. That means no late payments, no follow-up, and no worrying about whether your customer will come through. You finish the job, and you’re paid—it’s that simple.

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Built-In Financing Dashboard

Track Applications, Prequals, and Loans All in One Place

The Wisetack dashboard inside Contractor Accelerator shows you every financing opportunity at a glance. View prequalifications, loan statuses, and customers likely to close with financing—all without leaving your CRM. Use date filters to review past performance or forecast future sales. No extra logins. Just smarter sales follow-up.

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Flexible Loan Structures

Finance the Full Project or Just Part of It

Let your customers choose how they want to pay. Some may want to finance the full project amount. Others may prefer to pay a deposit upfront and finance only the final balance. You stay in control while giving them more flexibility.

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Use Your Own Financing

Link to Outside Lenders Without Losing Flexibility

If you already work with a financing provider you trust, you can still add a link to their application page directly in your bid. While it won’t integrate with the Contractor Accelerator dashboard or show prequalified amounts in the system like Wisetack, your customers will still see financing options during the proposal process—keeping the experience smooth and professional.

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