Latest from Contracting Business Success

Wachirapong Sukkasemsakorn/iStock/Getty Images Plus
2025_goals
Korrawin/iStock/Getty Images Plus
leveraging_metrics
Stockseller_ukr / iStock/Getty Images Plus
66feb0361a261c71ef1890d6 Shaking Hands

Contractor University’s Cracking the Code Weekly Show: How to Use Financing to Get More Business

Oct. 3, 2024
How to ensure you're matching the right HVAC customer to the right lending option.

Not every customer will be upfront with you about needing financing to afford your service. But even the ones who are may not tell you about their 15 outstanding credit cards balances, or that high-interest loan on a new swimming pool for the kids.

In this week's episode of Cracking the Code, home services financing guru Matthew Bratsis explains the basic principles lenders use to approve or deny financing to customers, and what you need to look for to ensure you're matching the right customer to the right lending option every single time.


All that and more on this week’s episode! Watch, free for everyone through October 10th, at MyContractorUniversity.com/CBS-Show.

About the Author

Weldon Long | New York Times Best Selling Author & Creator of the HVAC Sales Academy

Weldon Long is a successful entrepreneur, sales expert, EGIA Contractor University faculty member, and author of the New York Times bestseller, The Power of Consistency:Prosperity Mindset Training for Sales and Business Professionals (Wiley). In 2009, his HVAC company was selected by Inc. Magazine as one of America’s fastest growing privately held companies.

About the Author

Matthew Bratsis | VP contractor services, OPTIMUS Financing

As Vice President of Contractor Services, Matthew is responsible for all lending and finance operations within OPTIMUS Financing. He works directly with lending partners and affiliates developing and creating the most up-to-date finance offerings for EGIA’s vast contractor base. In addition, Matthew leads EGIA’s business development strategy, as well as the design and implementation of finance training content.

Matthew has been an integral part of the home improvement finance industry for over 20 years, with stops at American General Finance, Greensky and Renovate America. Matthew attended Virginia Commonwealth University, graduating with a degree in Psychology.