Streamline financing applications with GoodLeap integration on every proposal
Increase sales and close rates by reducing price concerns. Customers will see "as low as" monthly payment options right in their proposals, making projects feel more affordable and accessible
Simplify loan tracking with clear customer and job tags that display essential loan details, including the approved loan amount and maximum approval limit
Before you begin: If you don’t have a GoodLeap account, sign up for one HERE
How to connect your GoodLeap account with Roofr:
Request your API credentials
Send an email to GoodLeap using this template:
Subject: Roofr / GoodLeap API Key Request
Body:
Hello,
Please send my API key information for setup with Roofr. My Roofr account owner email is: [insert email here]. Please include this email address when sending the information to Roofr.
Please ensure that this account is set up within the GoodLeap origin system with the correct permissions to create loan application links.
I authorize Roofr to receive my credentials.
Thank you,
One of our Roofr account set up team members will confirm when your integration is connected. Please allow up to 5 business days for our team to complete the integration.
Once your account has been updated to have the integration enabled, you will see a “Connected” symbol on the Integration Settings page.
💡 From the Integrations page, copy your GoodLeap application link and share it via text, email, or your website. Customers will only see the terms you've selected for this application.
How to offer GoodLeap financing in your Roofr Proposals
Add GoodLeap Financing to your proposal
In the Estimate Settings of your proposal, toggle ‘on’ to offer financing
Allow your customer to select financing option
When you send a proposal with financing options enabled, your customers will see a dedicated financing section that allows them to:
Browse and select from available financing plans
Compare monthly payment amounts for each plan
Click Apply here to apply for the selected financing
💡 Financing won’t be visible in proposal previews. Click Sign Now to view.
View financing details
Once a customer receives financing approval, Goodleap will send you a notification via email
You’ll also be able to view their approval details in the proposal list page and the customer page in your Roofr dashboard
How to Retrieve your GoodLeap application link
Navigate to the Integrations section of your Roofr Dashboard.
Click Copy Link in the GoodLeap Section
What's Next?