Customer financing

Keep your lender. Lose the extra tab.

Bring whatever financing partner you already work with and we build it into your estimate workflow. Hearth and Acorn Finance are ready out of the box; anything else your success manager connects during onboarding.

Ready out of the box

Two partners already connected.

Hearth

Longer-term loan options for large replacement and re-roof work.

Ready out of the box

Acorn Finance

Multiple lender offers returned from a single customer application.

Ready out of the box

Using someone else? Tell us who and we integrate them the same way. You keep the rates and the relationship you already negotiated.

How it works

Simple by design.

01

Tell us who you use

Hearth, Acorn, GreenSky, Wisetack, a regional bank, or the partner your distributor set you up with.

02

We wire it into the estimate

Your client success manager configures it during onboarding so financing appears where the customer already decides.

03

Nothing changes for you

You keep your rates, your terms, and your relationship. The application just stops living in a separate tab.

The details

Financing where the customer decides.

Bring your own lender

Already have a partner? We integrate it. You do not switch to ours.

Sent with the estimate

Financing sits beside the other payment options on the quote.

Soft credit check

Customers see options without a hard pull to look.

You get paid in full

The lender funds the job. The customer pays them.

No new login

Configured once, applied per job from inside Lakehouse.

Set up by your CSM

Your success manager handles the connection during onboarding.

From the field

“Financing on the estimate turned our maybe-next-spring jobs into this-week jobs.

Mike H., Reliable HVAC

Common questions

Questions from growth-minded owners.

Can I keep the financing partner I already use?

Yes. Bring whoever you work with and we build them into your estimate workflow during onboarding.

Which lenders are ready out of the box?

Hearth and Acorn Finance are already integrated. Others are set up by your client success manager.

Where does financing show up?

On the estimate the customer already receives, alongside the other ways they can pay.

Bring your lender. We will handle the rest.

Book a working session and free business audit with the Lakehouse team. Tell us who you finance through and we will show you where it lands.

Book a demo