Program Resources

Sales Tools &
Program Resources

Downloadable tools, templates, and materials to support your sales team's success. From scripts to calculators to marketing materials - everything you need.

Ready to Apply These Strategies?

Financing Quick Reference Guide

PDF Download

One-page cheat sheet with all lender tiers, credit requirements, and ideal use cases.

USE CASE:

Print and keep at every workstation/desk

Sales Scripts Library

Document

Word-for-word scripts for every stage: cold call, objection handling, closing, follow-up.

USE CASE:

Role-play practice and new hire training

ROI Calculator Tool

Spreadsheet

Excel/Google Sheet to show customers savings vs monthly payment in real-time.

USE CASE:

Home improvement, B2B, any purchase with measurable ROI

Objection Handling Flowchart

PDF

Visual flowchart showing which rebuttal to use for each common objection.

USE CASE:

Training visual and desk reference

Customer Testimonial Videos

Video Library

Short video clips of customers explaining how easy financing was and how it helped them.

USE CASE:

Show during sales presentation or on website

Promotional Material Templates

Design Files

Pre-designed flyers, social posts, and email templates promoting financing offers.

USE CASE:

Marketing campaigns and seasonal promotions

How to Promote Financing Online

Google Ads

""Get Approved in 60 Seconds - All Credit Welcome""

Emphasize speed and inclusive approval. Target payment keywords like "monthly payment calculator".

Best Practices:

Highlight same-as-cash in headline if running promo
Use "No Credit Check to Prequalify" for top-of-funnel
Create dedicated landing pages for each financing tier
A/B test "from $X/mo" vs "instant approval"
Retarget with financing options after product views

Facebook/Instagram Ads

""Afford Your Dream [Product] - $X/month with 0% APR""

Visual ads showing product + monthly payment overlay. Target income brackets.

Best Practices:

Show payment amount in creative (image/video)
Use testimonials from financed customers
Run video ads explaining "how it works" for financing
Target lookalike audiences of approved customers
Carousel ads showing different payment term options

Email Marketing

""You're Pre-Approved for $X - Exclusive 48-Hour Offer""

Personalized emails to prescored leads with their specific approval amount.

Best Practices:

Personalize subject line with approval amount
Create urgency with expiring prequalifications
Include one-click "accept offer" buttons
Follow up declined apps when new lenders added
Segment by credit tier for relevant messaging

Website Popups

""See Your Monthly Payment - Instant Quote""

Exit-intent and timed popups offering payment calculator or prequalification.

Best Practices:

Exit-intent: "Wait! See your payment options"
Scroll trigger at 50%: "Calculate your monthly payment"
Time-delay at 30 seconds: "Check if you prequalify"
Post-cart abandonment: "Come back for 0% APR"
Mobile-optimized with thumb-friendly buttons

Landing Pages

"Financing-First Landing Pages"

Create pages where financing is the PRIMARY value prop, not secondary.

Best Practices:

Above-fold: Calculator showing "Your monthly payment: $X"
Lender logos for trust (PayPal, Affirm, etc.)
Approval rate stats: "85% approval rate across all credit"
Customer testimonials about easy financing
Two CTAs: "Check Your Buying Power" and "Learn More"

Sales Tools &Program Resources

How to Promote Financing Online

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Sales Tools &
Program Resources