Being well-prepared helps you ask better questions, uncover real needs, and position yourself as a problem‑solver. With the GreenSky Program’s new preapproval feature, Prep like a pro, you have one more way to support your Customers before you set foot in their home. Having a firm offer of credit ready before the visit prepares you to answer your Customer’s questions and tailor materials and scope to what’s feasible for their situation. This added context makes it easier to recommend project options that truly align with what the homeowner is trying to achieve.
Prep Like a Pro can strengthen the process for those who already prepare preapprovals and presents an opportunity for the 60% who are not preparing with preapprovals.
Prep Like a Pro is designed to move financing to the forefront of the conversation … not just as a concept, but with real numbers. This prescreening capability allows you to use a few pieces of information to prepare a pre-approved offer of credit in advance of your appointment. 1 The goal is to bring financing into the conversation earlier, reduce point-of-sale friction, and improve Customer confidence.
The process is simple:
Prior to your in-home meeting, submit the prospect's name, address, and a loan plan you've selected in the
You can also load a bulk batch of prospects, for reviewing old leads or following up with past Customers.
The information is reviewed with a soft credit pull that does not impact their credit score. 1
If pre-approved, the Customer will receive a firm offer of credit, showing the pre-approved credit amount and important loan information.
You will have this offer available to share prior to meeting the Customer.
An offer of credit will also be mailed to the Customer’s address. You can also choose to email it or present it to the Customer in the home when you meet.
Benefits
With Prep Like a Pro, financing is a tangible, solid part of the process, helping your Customer make an informed decision about their project and move forward with a credit application with confidence.
Combined with price conditioning to reduce sticker shock, you can level-set the Customer’s expectations well before you provide your proposal.
Having a pre-approved amount can also empower your Customer to inquire about upgraded materials or expanded scope.
It’s a soft pull, meaning your Customer’s credit is only impacted if they move forward with the application. 2
Submissions and pre-approval offers are automatically tracked, keeping the process efficient and seamless for your Business.
Taking the time to better understand your prospect’s living environment, and knowing the appropriate questions to ask, helps you create and present pertinent project options. The inclusion of a pre-approved financing offer significantly enhances your comprehensive sales process. This level of preparation and attention to detail might even be the reason they choose you over a competitor.
Conclusion
Prep Like a Pro helps you bring more answers than questions early in the process … a valuable tool as your Customer listens to your pitch and considers their options. After all, the more prepared you are with a comprehensive, transparent, and honest sales process, the more likely you are to delight your Customers and grow your Business.
Read more industry insights on our Knowledge Hub.
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1Charges apply.
2 Soft inquiries do not impact the applicant's credit score. If the applicant accepts the prescreen offer and proceeds with a loan application, a hard inquiry will be performed.