Atlas Windows cut bid-to-funded time from 11 days to 2
Replacing a four-vendor portal stack with Improvifi gave Atlas reps lender decisions before they left the driveway — and the back-office a quiet week.
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Cycle time
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Close rate
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Portal
WHERE THE DEAL WAS LEAKING
Atlas was juggling four lender portals with no shared customer record. Reps left the home, the customer cooled off, and the deal died in a follow-up email chain.
- Four lender portals, four logins, no shared record
- Average bid-to-funded time of 11 days
- 30%+ of approved deals never returned a signature
ROLLED OUT IN UNDER A WEEK
Improvifi replaced all four portals with one workflow. Reps see ranked lender decisions before they pack up, get a signature in the driveway, and trigger install scheduling on the spot.
- Single submission, four lender decisions
- In-home signature flow on the rep's tablet
- Auto-scheduled install on signed approval
NUMBERS THAT MOVED THE MARGIN
Cycle time collapsed from 11 days to 2. Close rate climbed 38% on the same lead volume. The back-office moved from chasing signatures to scheduling installs.
- Bid-to-funded down from 11 days to 2
- Close rate up 38%
- Customer-no-return rate fell from 30% to 4%
We compressed two weeks into 48 hours. Customers don't have time to change their minds anymore.
BEHIND THE JOB
Crews, tools, finished projects — the visual receipts behind the numbers.
KEEP READING
Other shops in different trades, same playbook.
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