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Add financing to your quotes

Put Foundation Finance or your own lender’s application link on the quote your homeowner already reviews.

HHM Core keeps the quote and financing link together so your client has a clear next step.

Use Foundation Finance

  1. Open your company financing settings.
  2. Add Foundation Finance.
  3. Include financing on the quote.
  4. Send the quote. Your homeowner opens the Foundation Finance application link while reviewing the work and price.

Bring your own lender

  1. Open your company financing settings.
  2. Add your lender’s application link, logo and programs.
  3. Include financing on the quote.
  4. Send the quote so your homeowner can open the lender application link.

Your own lender costs $29 per month. It is free on paid plans through November 18, 2026.

The lender handles approval and final loan terms.

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YOUR NEXT JOB

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Portal Basic is free: 3 projects and 3 team seats. Clients, trades and suppliers never use a seat.

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