A missed opportunity

Yellow Rose Painting long struggled with ineffective financing solutions. Their previous financing providers not only lacked integration with Builder Prime, their primary business management software, but also charged annual fees.

As a result, they took a reactive approach—discussing financing only when customers explicitly asked—costing them money even though customers rarely chose these options. This passive and costly strategy led to numerous lost sales opportunities.

Jason Conners, owner of Yellow Rose Painting, summarized the frustration:

“Our previous financing provider wasn't integrated with Builder Prime, forcing us to wait for customers to ask about financing rather than proactively offering it. We knew we were losing potential sales.”

Turning skepticism into confidence

Initially skeptical about switching financing providers, Jason decided to try Wisetack after witnessing his business partner's success. The results quickly countered his doubts:

“I’d pretty much given up on financing. The only reason I gave Wisetack a shot is because my business partner was having great success with it, but it totally changed my mind about what's possible. Wisetack made it so easy to implement, and the integration with Builder Prime was seamless.”

Several key Wisetack features directly contributed to Yellow Rose Painting’s newfound success:

• Seamless Builder Prime integration: Eliminated the need for additional training or complex setups.
• 80% approval rate: Enabled more customers to qualify, increasing sales opportunities.
• 0% financing offers: Attracted a broader customer base, including those who might not typically request financing.‍
• Soft credit check: Allowed customers to view monthly payment options without impacting their credit score.

Ryan Taylor, VP of Sales at Builder Prime, highlighted the ease and effectiveness of the integration:

“Being able to seamlessly integrate Wisetack into how you’ve already been quoting and making it easy on your team makes it a seamless change. You don’t have to rebuild processes or retrain your team—it just fits.”

Immediate, tangible results

After enabling Wisetack through Builder Prime, Yellow Rose Painting quickly experienced impressive results, seeing a 35% increase in contracts closed and a 26% boost in overall sales within just one quarter.

Jason emphasized Wisetack's impact:

“It’s really nice having financing clearly shown on our proposals. It makes us look more professional and credible. Customers feel safer and more comfortable knowing we offer these legitimate financing options.”

Financing as a sales tool

Wisetack transformed financing from merely a payment method into a strategic asset that empowered sales conversations. The integration with Builder Prime further amplified this proactive approach by simplifying the financing process:

• Instant applications: Quickly send personalized financing options via text or email directly from Builder Prime's job scope tab, making financing conversations easy and timely.
• Real-time approvals: Stay informed with application statuses and approvals automatically updated within Builder Prime, allowing for immediate follow-ups and accelerated decisions.‍
• Simplified billing: Automatic invoice generation upon customer financing approval streamlines payment tracking and reconciliation, significantly reducing administrative effort.

Jason concluded:

“Having financing upfront accelerates our sales conversations, gives customers confidence, and helps us close jobs quicker. The 0% option is a powerful sales tool, even attracting higher-income customers who find the financing offer appealing.”

Getting started with Wisetack

Ready to boost your sales with Wisetack?

Builder Prime’s seamless integration with Wisetack simplifies offering financing, saving your team valuable time and getting to “yes” faster.

Learn more here about how to offer Wisetack through Builder Prime.