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Solo: Built for the close

Integrated financing built into your sales process

Solo brings financing into the buying experience so reps can present payment options, complete applications, and gather signatures—on the spot. Everything happens in one place, giving homeowners the information they need to decide, right when they need it most.

Don’t let financing become the reason the competition takes the job

Financing a project can make or break a sale. Most homeowners aren’t deciding whether they want to move foward—they’re deciding whether they can afford it. When financing feels disconnected from the sales conversation, it’s easier for uncertainty to slow the decision or send customers looking elsewhere.

Homeowners love the project…until they see the price

Dropping the price tag at the very end of a presentation creates sticker shock, instantly derailing the conversation.

Following up later gives competitors time to steal the job

Delays in setting up financing can send homeowners looking for a better deal elsewhere.

Multiple financing systems can add friction

Switching between financing portals, quotes, and other documents makes it harder for homeowners to say “yes.”

Paper applications slow everything down

Relying on physical paper forms creates an immediate bottleneck in your sales cycle. Manual entry slows down project momentum and drags out the timeline before your crew can start.

The financing conversation can be awkward

When financing isn’t integrated into the original narrative, trying to introduce it late feels like an awkward second sales pitch that stalls the deal.

Make financing part of the conversation, not a separate process

The financing discussion shouldn’t begin after the consultation—it should be part of the appointment from the start. Showing pricing and payment options early gives homeowners a better understanding of affordability—and makes it easier to answer questions before they become objections.

Solo Studio: Everything you need to present easy financing options

With Solo Studio, everything your reps need to present financing options is built into the same workflow as creating estimates and project designs. Instead of switching between systems, reps can stay fully focused on the homeowner throughout the appointment.

Present good/better/best financing

Solo Studio lets your reps show multiple financing options side by side, so homeowners can compare what works best for their budget.

Show monthly payment scenarios

Give homeowners a clearer picture of affordability with monthly payment options, and make larger projects easier to evaluate against their budget.

Easily answer questions and overcome objections

Payment options, financing details, and project information all stay together on one platform, making it easier to answer questions as they come up.

Complete applications digitally

Financing applications can be completed before the appointment ends, eliminating paper forms and unnecessary follow-up.

Generate documents automatically

Required documents are generated automatically, keeping the momentum going throughout the sales process.

Capture electronic signatures

Solo Studio lets reps collect electronic signatures from homeowners on the spot, so the deal closes at the kitchen table.

Financing built for home service companies

Solo Studio’s all-in-one sales process is designed to fit the way your home services sales team already sells.

Solar Studio

Present financing alongside energy savings, system options, and proposal details in one buying experience.

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Roofing Studio

Accept payments, review roofing options, and easily edit project details without moving between different tools.

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Generator Studio

Now you can easily add generators to your energy offerings with our exclusive Generac and Palmetto partnership powered by our platform.

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Battery Studio

Present battery storage financing as part of the overall project so homeowners can evaluate every option together.

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Why home service companies rely on Solo

As your team grows, consistency is harder to maintain. Solo gives every rep a proven sales process while giving owners and managers better visibility into every appointment.

Increase close rates

Increase close rates

Timing is everything at the kitchen table. By embedding clear financing paths directly into the presentation while excitement and urgency are at their highest, Solo helps reps secure a commitment before the momentum fades.

Increase average project cost

Increase average project cost

Solo re-frames premium upgrades, advanced materials, and high-value add-ons through affordable monthly payment options, naturally shifting their focus away from the total price tag toward the true value of the project.

Reduce sales friction

Reduce sales friction

Solo combines your presentation, dynamic quote adjustments, and financing applications into a unified system—completely eliminating the need to jump between tools or disconnect from the customer during the most critical moment of the sale.

Keep customers engaged

Keep customers engaged

Pausing an appointment to look up baseline parameters or call an office admin kills a deal. Solo integrates every real-time financial variable directly inside the open proposal, allowing your reps to navigate objections, update terms, and answer complex budget questions on the spot.

Complete more deals during the first appointment

Complete more deals during the first appointment

The gap between a verbal “yes” and a completed application is where projects go to die. Solo brings quotes, custom configurations, instant financing approvals, and digital signatures into a single, seamless motion—giving your team the ultimate framework to eliminate “let me think about it” and close the deal on visit one.

Rely on a platform trusted by home services companies

Rely on a platform trusted by home services companies

Solo’s industry-leading platforms have earned the trust of home service providers across the country.

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Explore more platform features

Integrated financing is just one part of Solo Studio’s industry-defining in-home sales platform. Explore the other features that support the complete buying experience.

Estimating software

Build interactive quotes and estimates that bring designs, pricing, and financing together in one presentation.

Sales demonstration

Walk homeowners through products and recommendations without switching between separate tools..

Digital documentation

Complete required documents electronically and collect signatures before the appointment ends.

Proven solutions by industry

Solo Studio is tailored to the way your industry sells, with workflows designed specifically for home service companies.

Frequently Asked Questions

How many financing partners can we connect?

Solo supports multiple financing partners, including LightReach, Good Leap, Sungage Financial, Dividend, Sunlight Financial, and more. This gives your team the flexibility to present the options that make the most sense for your business.

Can customers complete financing applications during the appointment?

Yes. Homeowners can complete financing applications digitally while meeting with your sales rep, keeping the process moving without additional paperwork.

Can financing options be customized?

Absolutely. Solo Studio’s financing options can be tailored to fit your products, pricing, and preferred financing partners.

Does Solo integrate with any financing provider?

Solo is designed to support a range of financing partners. Contact our team to discuss your current providers and integration needs.

See how financing helps your reps close more

It’s time to bring financing into the buying experience. Help your team spend less time following up—and more time closing jobs—with Solo Studio.