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Setting up Financing Plans in Airship

The Company Financing setting in Airship allows your company to configure and display available financing options directly within proposals.

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Written by Emily Wheeling
Updated over a month ago

Type of Financing Options Supported

Airship supports a variety financing structures, including:

  • Promotional financing (no interest, deferred payments)

  • Fixed-rate financing

  • Short-term and long-term loan options

  • Multiple term lengths for the same provider

Each option can be customized to align with your company’s financing partner and sales strategy

Set the default proposal view to display either the full system price or the estimated monthly payment. This controls what homeowners see first when reviewing a proposal, while still allowing Comfort Advisors to adjust the view on a per-proposal basis as needed.

Creating a Financing Option

To create a financing option in Airship:

  1. Navigate to Settings > Financing

  2. Select Add Financing Option

  3. Completing the required fields

  • Plan name

  • Application URL (allows customers to apply for financing directly in Airship)

  • Interest Rate

  • Plan Term (in months)

  • Create

Once saved, the financing option becomes available for use within proposals.

Best Practices for Financing Setup

  • Keep financing names clear and easy to understand

  • Offer a mix of short-term and long-term options

  • Train Comfort Advisors on how to explain financing responsibly

  • Avoid overwhelming homeowners with too many options

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