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Understanding the ProFund™ Sales Support Process

What happens when you submit a customer for Sponsorship?

The process starts with the completion of the Customer Sponsorship Form.  Submission of this form triggers a high-touch, multi-step sales process that ensures success for your customer.  Once you complete the Sponsorship Form the following automated steps are put in motion:

  • Personalized Invitation Email - to your customer that is co-branded
  • Set-up and Complete Introduction/Overview Presentation
  • Interactive Demo
  • Pre-OnBoarding (Underwriting)
  • OnBoarding 
  • Sales Team Kick-Off
  • Ongoing Transaction Support- ProFund Team will be there for your customer for ongoing transaction support

You are automatically  invited to participate in all customer meetings, unless you opt-out, which may be done on a customer by customer basis.

Scroll down to learn more!

How do I describe ProFund™ to a Customer?

“ProFund™ is as a new, cloud‐based sales closing app that combines homeowner and property
insights for every prospect along with simplified homeowner financing. We are a ProFund™
sponsoring partner and as one of our best customers, we are able to provide you with exclusive access. I think this could be a great fit for you. I’ll send you an email with an invitation to learn more about ProFund™.”

- Homeowner Insights includes real time demographic data, homeowner persona
scoring with closing tips and AI‐driven interpretations of the roof condition.
- Simplified Financing refers to our next generation multi‐lender financing where
we’ve eliminated loan codes, rate sheets, payment factors, and docs and combined it
with instant decisioning and subsidized fees.

ProFund™ is not just a financing app, rather its a sales closing tool. We want our customers
to use the real time homeowner profile data to help them win every appointment, whether
or not financing is needed.

 

What are the Benefits of Sponsorship for my Customer?

ProFund™ is a next generation sales closing tool that for the first time combines actionable,
real‐time insights and simplified financing allowing your customers to identify more
opportunities, have better engagement with prospects and win more business.
In additional to accessing this incredible tool to win more business, your sponsorship helps
your best customers improve their bottom line. There is no cost for your customer to use
ProFund™ and access real‐time homeowner and property insights. And, when financing is
appropriate, your customer will enjoy the following additional benefits:
 Reduced Lender Fees
 Reduced Processing Fees
 Same‐day Direct Payment (April 2022)

 

 

 

 

What are the Benefits for Me if I Sponsor a Customer?

“ProFund™ is as a new, cloud‐based sales closing app that combines homeowner and property
insights for every prospect along with simplified homeowner financing. We are a ProFund™
sponsoring partner and as one of our best customers, we are able to provide you with exclusive
access. I think this could be a great fit for you. I’ll send you an email with an invitation to learn
more about ProFund™.”

- Homeowner Insights includes real time demographic data, homeowner persona
scoring with closing tips and AI‐driven interpretations of the roof condition.
- Simplified Financing refers to our next generation multi‐lender financing where
we’ve eliminated loan codes, rate sheets, payment factors, and docs and combined it
with instant decisioning and subsidized fees.

ProFund™ is not just a financing app, rather its a sales closing tool. We want our customers
to use the real time homeowner profile data to help them win every appointment, whether
or not financing is needed. 

 

Adding ProFund as an Icon on an iPhone
Adding ProFund as an Icon on an Android Device
Creating a ProFund™ Homeowner Profile

Sales Talking Points

Use these  Sales Talking Points to better engage with your qualifying customers.

****INTERNAL USE ONLY***
FAQ Screenshot

Customer Brochure

Download and print this brochure to use with your customers/contractors

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Customer Marketing Doc

Customer Onboarding Form

Provide this form to your customers to assist in gathering required information for onboarding. 

Onboarding Intake Form