Clearing the path for home energy financing

A comprehensive new program connects homeowners with contractors and financing for home energy improvements. On paper, it was a great program. It was slowed down by inefficiencies in technology, contractor engagement, and communication. The core issues included a cumbersome loan process, inconsistent lender performance, weak contractor relationships, and unclear communication and marketing.

My solution

I structured a strategic, phased approach to improving the program, focusing on technology, contractor relationships, and streamlined communication to create a faster, more scalable program.

Expedited Loan Process:

  • Uniform, tech-enabled loan applications for multiple partner lenders.

  • Instant pre-approvals and clear process tracking for all stakeholders.

  • Performance tracking dashboards for lenders to improve accountability and speed.

Contractor Relationship Development:

  • Segmented contractor outreach strategy based on engagement levels.

  • Quarterly meetings and an advisory group to ensure the program team stays responsive to contractor needs.

  • Training on financing and sales skills to help contractors promote the program.

Communication & Marketing Materials:

  • Simplified, visual materials explaining the program in clear, actionable terms.

  • Recorded training resources to ensure consistent messaging.

  • Social media and business-to-business outreach, highlighting successful projects and contractor benefits.

The result

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A roadmap to scale efficiently, reducing administrative burden while increasing engagement.

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Better lender performance tracking, ensuring financing moves at the speed of the market.

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Stronger contractor relationships, making it the preferred financing option.

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Clearer communication, eliminating confusion and making participation easier for all stakeholders.

A program can’t scale if the experience is too difficult for customers, contractors, or lenders. By removing bottlenecks and streamlining the customer journey, I designed a clear path for the team to maximize their market impact.