Financing Application Follow-Up
A done-for-you home services automation built for the Finance Coordinator, connecting Twilio, Mailchimp, and ActiveCampaign so the work below happens on its own.
What this automation does, step by step
When a customer starts an online financing application for a larger job, such as a new HVAC system or roof replacement, but abandons it before submitting, this automation detects the incomplete application within the hour and sends a friendly text and email offering to help finish it, along with a direct link back to where they left off.
If there's still no response after 24 hours, the finance coordinator receives a task to call the customer directly and walk them through it live.
Financing partners like Wisetack or GreenSky flag approval status automatically back into the CRM, so the team always knows exactly where a big-ticket deal stands.
Jobs that used to stall out and go cold because a financing form felt like a hassle now get rescued and converted into booked, funded work.
- Wisetack or GreenSky (financing)
- Zapier or Make.com
- Twilio
- Mailchimp or ActiveCampaign
- CRM or field service software
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Without automation, this falls entirely on a finance coordinator, who has to track every step by hand across emails, spreadsheets, and sticky notes.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
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