Summit Roofing closed $4.2M in financed work last quarter
Summit went from a single sales rep to twelve in eighteen months by removing the financing bottleneck from every door knock.
$0.
Funded Q3
0×
Sales team
0 days
Bid to funded
WHERE THE DEAL WAS LEAKING
Storm season was making the funnel, but the back-office couldn't keep up with five lender portals, manual stips, and contractors waiting weeks to get paid on completed roofs.
- Five separate lender portals slowed every deal
- Crews waiting 11+ days for payout post-install
- Lost reps to competitors offering instant approvals
ROLLED OUT IN UNDER A WEEK
Summit standardized on Improvifi as the single quote-and-finance surface. New reps onboard in a day instead of a week, and the back-office moved from chasing stips to closing the books.
- One submission, six decisions, ranked by APR
- Auto-stip collection via SMS to the homeowner
- Funding webhook clears AR automatically
NUMBERS THAT MOVED THE MARGIN
The shop scaled headcount 12× while shrinking the back-office. $4.2M of financed work closed last quarter alone, and rep ramp-time dropped from six weeks to ten days.
- $4.2M closed Q3 — up from $310k same quarter prior year
- Rep ramp shortened from 42 days to 10
- Bid-to-funded cycle cut from 11 days to 2
Improvifi is the reason we could hire eleven more reps. The system pays them before we do.
BEHIND THE JOB
Crews, tools, finished projects — the visual receipts behind the numbers.
KEEP READING
Other shops in different trades, same playbook.
TRAINYOURTEAMTOCLOSEEVERY DEAL.
Give your reps the playbooks, drills, and coaching the top contractors in the country run every day.