Financing Visibility
Financing application status is tracked inside the same pipeline as everything else — approved homeowners move straight to scheduling, with no separate spreadsheet.
The problem
Financing is where good jobs go to disappear
A homeowner who needs financing is not a lost job, but they usually become one. The application goes off to a third party, and from that moment the job leaves your system entirely. It lives in someone's email, or a spreadsheet, or nowhere. Approvals sit unnoticed for days while the homeowner assumes you'll call. Declines are never followed up with an alternative. The job doesn't get lost to a competitor — it just quietly stops existing.
A financing application is not the end of your process. Treating it like one is why approved homeowners go cold waiting for a call that never comes.
What it actually does
In plain terms.
Financing application status tracked as stages on the job, alongside every other detail
Application links sent to the homeowner directly from the conversation they're already in
Approval triggers immediate outreach and moves the job straight into scheduling
Declines route to a follow-up track with an alternative rather than silence
The whole picture — claim, estimate, and financing — visible on one record
In practice
A homeowner is approved for financing on a Thursday afternoon
Without Orbit
- The approval email lands in a shared inbox.
- Nobody connects it to the job it belongs to.
- The homeowner waits, assuming you'll be in touch.
- By the following week the momentum is gone.
With Orbit
- The job's financing stage flips to approved.
- The homeowner is contacted the same afternoon.
- A build date is offered while they're still enthusiastic.
- The job moves to scheduling without anyone chasing paperwork.
How it fires
Step by step, in your business.
Financing comes up
The application goes out
Status is tracked
Approval moves fast
Declines get an alternative
How it connects
It doesn't work alone.
Financing Visibility answers the same question as Insurance Claim Tracking from the other direction — how does this job get paid for. It usually comes into play right after Estimate & Proposal Follow-Up, when the number is the obstacle, and hands an approved job straight to Appointment Scheduling & Crew Routing for a build date.
Related
Works closely with.
See Financing Visibility working on a real pipeline.
Book a demo and we'll show you it configured for a business like yours.