Map your workflow.
Review how you capture inquiries, prepare estimates, and use your current systems.
Bring customer financing prequalification into your sales process earlier, so your team can focus its time on the right conversations.
For business owners · In partnership with GDE Computers
Estimate the advertising and staff time associated with inquiries that don’t meet your sales criteria.
Illustrative planning estimate. Allocated advertising is already spent; available staff capacity does not automatically become cash savings. Software and financing fees are excluded.
Enter your figures and select Calculate estimate.
Understand a potential financing path before spending more time on proposals, calls, and scheduling.
Review how you capture inquiries, prepare estimates, and use your current systems.
Customers use a separate, secure provider flow with their consent and the applicable disclosures.
Use the permitted status alongside customer needs, interest, and timing to guide follow-up.
This is software for businesses that want to introduce customer prequalification into their sales process. Customer financing applications use a separate provider flow.
No. Prequalification is preliminary. Final lender approval, accepted agreements, and payment conditions must be confirmed before work begins.
Bring your platform and CRM details to the demo so supported connections and setup requirements can be reviewed.
Contact Gary for a written proposal covering setup, usage, supported connections, and applicable financing fees.
Share your typical project value and how you handle customer inquiries.