Financing Close Worksheet
Fill this out at the door. Show the homeowner their numbers in real time.
The Script: The Script: "Let me show you something. What does your homeowners insurance cost per year? [Enter it below.] Here's what happens when we're done..."
Total project price from your quote
Ask the homeowner — they usually know
Use 25% — most Class 4 carriers in TX
60 mo is the most popular choice
Enter the project cost and insurance premium above to see the close.
"Here's what I want to show you. Your insurance premium right now is [AMOUNT]. Once we have Class 4 certification — which is completing now — your carrier drops that by [DISCOUNT]%. That's [SAVINGS]/month back in your pocket. Your financing payment is [PAYMENT]/month. The savings cover the payment. You're getting a lifetime-warranted, Class 4 protected roof for zero additional cost per month. Does that make sense?"
"After the insurance savings, your net cost is [NET]/month. That's [NET × 12]/year for a roof that's protected for life, with a transferable lifetime warranty, 250 MPH wind resistance, and Class IV UL 2218 hail certification. A new roof would cost $18,000–$25,000 with none of that. This is the better investment by every measure."
"If these numbers work for you — and I think they do — the next step is simple. I fill out the paperwork, we schedule the crew, and you're done. Which package were you leaning toward — Package 1 or Package 2?"
| Annual Premium | 15% Savings | 20% Savings | 25% Savings | Monthly (25%) |
|---|---|---|---|---|
| $1,500/yr | $225 | $300 | $375 | $31.25/mo |
| $2,000/yr | $300 | $400 | $500 | $41.67/mo |
| $2,500/yr | $375 | $500 | $625 | $52.08/mo |
| $3,000/yr | $450 | $600 | $750 | $62.50/mo |
| $3,500/yr | $525 | $700 | $875 | $72.92/mo |
| $4,000/yr | $600 | $800 | $1,000 | $83.33/mo |
| $5,000/yr | $750 | $1,000 | $1,250 | $104.17/mo |
| $6,000/yr | $900 | $1,200 | $1,500 | $125.00/mo |
Hi-Tech Roof Solutions — Authorized Sales Team Resource — Confidential