Provider and workflow review
Check the selected provider's available integration methods, business eligibility, account permissions and required disclosures.
Custom Software & Integrations
Customer Financing Integration
Connect a provider's financing application to the right customer decision.
Connect an independently selected lender or financing provider to an approved estimate, website or customer workflow. The provider supplies terms and makes eligibility and approval decisions; Strata does not lend, underwrite, quote financing terms or promise approval.
Discuss this serviceExplore the scopeExplore Sales & Customer OperationsThe provider owns the decision and the sensitive application.
The business offers a clear path and records only status the provider permits.
- Approved estimate
- Provider application
- Provider decision
- Business follow-up
The customer works with the provider for terms and approval; the business owns its next step.
Build at the operating structure.
Customer Financing Integration works in the operating structure. Strata Modus raises the information floor, from the physical layer to the digital surface.
- ConvertThe digital surface
Where buyers search, ask AI and decide who to call: your website, Google, AI answers and campaigns.
Marketing & AdvertisingWeb Design, Development & CRO - ConnectThe signal layer
How an inquiry reaches a person: AI voice, missed-call text back, intake, CRM and follow-up.
AI & Business Automation - BuildThe operating structure
The systems the work runs on: strategy, software, technology and the integrations between them.
Strategy & Fractional LeadershipCustom Software & IntegrationsTechnology Consulting - UnearthThe physical layer
The work itself: crews, jobs, records, compliance and the numbers behind them.
Compliance & Operational ReadinessBookkeeping & Payroll
The business opportunity
Customer Financing Integration,
with a clear purpose.
A financing option can be difficult to explain or find when it sits apart from the estimate and customer conversation. A poorly designed handoff can also send sensitive application information to the wrong system or leave staff unsure who answers questions.
Give customers a clear route to the provider's own application and keep the business's sales records aligned with the application status the provider permits it to receive. Sensitive financial details stay with the provider wherever possible.
Build growth you keep.
Start with our infrastructure. Strengthen the assets in your business.
Strata tools & networks
See the ownership pathway Your retained assets
Commissioned application code, integrations and documentation.
Shared Strata networks remain Strata-owned. Your commissioned assets and access are documented in the scope.
The engagement
What we build
with your business.
A defined scope gives your team a clear picture of the work and what it needs to operate.
Application handoff design
Place an approved link or supported application step alongside the relevant estimate or customer conversation.
Permitted status connection
Map only the application status and customer identifiers the provider authorizes the business to receive.
Review and support guide
Document customer questions, provider escalation, record access, data handling and the owner for changes.
From first conversation to working system
How the work moves.
- 01
Select and verify the provider
Confirm that the business has an approved provider account and review the provider's supported integration and disclosures.
- 02
Map the customer handoff
Agree where the application appears, what status may be recorded and who responds to customer questions.
- 03
Test with the provider
Use approved test methods to verify the handoff, data boundaries, failure path and ongoing owner before release.
Before we begin
Useful questions.
We’ll refine the details around your business in the first conversation.
Can you connect a financing application to an estimate?
Yes. We can add an approved provider application link or supported integration beside the estimate and pass only the status the provider permits.
Who sets financing terms and makes approval decisions?
The selected lender or financing provider sets terms and decides eligibility. The business chooses the provider and approves its disclosures; Strata does not lend or underwrite.
How are financing provider costs handled?
Provider, transaction or customer charges are set and disclosed by the provider. Any integration costs are scoped separately.
Meet the people.
Define the work.
Consultation-scoped pricing
This work is scoped separately after consultation. Your proposal defines implementation, responsibilities and any ongoing support.
Read the pricing and scope termsDiscuss the work for your businessStart with your business
Put Customer Financing Integration to work.
Tell us what needs to improve and what you use today. We can help plan the change, build the solution and provide ongoing support, with responsibilities and pricing agreed in your proposal.