Consumer Financing

Consumer financing is one of the most critical components to the in-home sales process and the overall customer experience. The most successful contractors in the industry know that offering financing as part of every project is required to maximize sales and make their services more affordable for their customers. Lessons include: Financing literacy, rate sheet basics, why offer financing, understanding the sales process, managing dealer fees, how to present financing, overcoming objections, and understanding dealer differences.

Courses Included:

In-Home Sales Training

The In-Home Sales Training and Consumer Finance courses offer in-depth education on all the challenges and opportunities a comfort advisor will face with homeowners, and includes best practices for the sales process as well as offering consumer financing on every single sale. There are several video roleplay examples of how to build trust with your customer, techniques on how to ask for the order and overcome objections, methods to integrate financing into your sales materials and process, and much more.

Courses Included:

Sales Resource Library

Close more deals and grow your business even further with complimentary access to the most comprehensive on-demand sales training resources from Contractor University, the nonprofit dedicated to contractor success. Comprising of customizable templates, how-to guides, videos, marketing collateral and much more, the content in the Contractor University Resource Library has been developed by industry-leading consultants and business owners, and has actually been used in successful contracting businesses.

Resources Included:

Member Resources

As an OPTIMUS dealer, you have access to numerous resources to help you promote financing to your customers as well as online video training lessons designed to help you master financing principles and maximize the value of your OPTIMUS Financing enrollment.