OPTIMUS Contractor Financing
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The All-In-One Financing & Leasing Solution Designed for Home Improvement Contractors!
OPTIMUS uses Soft Pull technology to quickly match your customers to the right lending or leasing products, eliminating the need for multiple applications.
06/11/2026
Are you keeping up with the payment solutions your customers actually want?
Join us for next weeks, Thursday June 18th, Matthew Bratsis, Vice President of Contractor Services at EGIA and founder of OPTIMUS, sits down with Ryan Mustric, West Coast Channel Manager at Palmetto Financing, to discuss why prime leasing is gaining serious traction over traditional financing models. This session breaks down how prime leasing differs in structure, who it fits best, and how contractors can customize their sales pitches to new revenue opportunities.
Register Here: https://okt.to/EvHVml
When homeowners buy a house, the HVAC and plumbing are bundled right into their mortgage. Why treat system replacements any differently?
These systems make up 60% to 75% of a homeowner's utility bill. Offering a payment plan provides a cash flow tool that helps them slash energy costs and stop sinking money into constant repairs.
In the latest Matthew Bratsis, Drew Cameron, and John Winn discuss how to train your techs to introduce financing as a natural part of the customer conversation.
Full Episode: https://okt.to/nyawhv
06/05/2026
Top contractors are using financing as a strategic tool to close more deals and make upgrades affordable. The 2026 HVAC Contractor Survey Report shows that 78% of pros now offer long-term, low payment programs, while 58% offer deferred payments with no interest. Additionally, 43% utilize 0% interest with buy-downs and 22% offer revolving credit. If you want to expand your reach and control the sales process, your financing mix needs to be a core part of your strategy. Financing is no longer just paperwork; it’s a need for your business.
For More Information: https://okt.to/63RdOi
Are your technicians confident talking about payment options, or are financing opportunities being left on the table?
Think financing is only for customers who don’t have the money? It’s actually the exact opposite! People with money want to use other people’s money, seeing a low monthly payment option for a repair or replacement is a major win for them.
In the latest episode of Matthew Bratsis, Drew Cameron, and John Winn break down exactly why introducing financing as a natural, customer-focused part of the sales conversation strengthens your process and builds massive customer confidence.
For The Full Episode: https://okt.to/LQui8V
05/29/2026
Is financing helping you close deals or just cutting into your paycheck?
In the 2026 HVAC Contractor Annual Survey it shows that most contractors feel the current financing model is broken. Even though these tools are necessary to help customers say "yes," 80% of pros say dealer fees are way too high, and 76% are worried about skyrocketing interest rates.
The home services industry has fully adopted financing, but it’s time for a cost model that actually works for the people doing the work.
For More Information: https://okt.to/fgCvco
Are your technicians confident talking about payment options, or are financing opportunities being left on the table?
If your team doesn't know what the goal is, they’re going to make up their own and it’ll usually be the path of least resistance! True leadership comes down to the Three C’s: Communicating with Clarity and Consistency.
In this new episode, of Matthew Bratsis speak with Drew Cameron and John Winn to break down why teaching sales techs to offer payment solutions to the customer conversation strengthens your sales process and builds customer confidence.
For The Full Episode: https://okt.to/ZyUNA3
What actually drives a homeowner to choose one HVAC company over another?
In the latest episode of the conversation centers on a necessary shift in the HVAC industry toward a true consumer-first mindset. Homeowners are not making decisions based on a company’s story; they are evaluating financing options, pricing, product fit, and the experiences of other customers before choosing who to trust.
Jennifer Bagley, CEO of CI Web Group, reinforces this perspective by highlighting how contractors across North America are achieving growth through disciplined strategy, automation, and a focus on measurable results. Her work with thousands of HVAC, plumbing, and electrical businesses underscores the importance of aligning operations and marketing with what actually drives consumer decisions.
For the full video: https://okt.to/tMjWPX
05/15/2026
Are you missing out on higher-ticket projects?
According to the 2026 HVAC Contractors Survey, a huge opportunity is hiding in plain sight. While most contractors offer residential financing, a staggering 57% of the market is currently operating without an active commercial financing solution.
The 43% of contractors who do offer it are finding that commercial financing isn't just a payment choice—it’s a competitive advantage that helps close bigger deals. If you aren't offering a way to fund larger commercial jobs, you might be leaving significant revenue on the table.
For more information: https://okt.to/gzwRpK
05/14/2026
Are your technicians confident talking about payment options, or are financing opportunities being left on the table?
Next week, Thursday May 21st, join us for a new episode of featuring Matthew Bratsis, the OPTIMUS team, John Winn, Contractor University Coach, and Drew Cameron, North America’s most sought-after sales and marketing strategy advisor to home services contractors and founder & CEO of Flow Odyssey (formerly HVAC Sellutions).
Together, they’ll dive into why training sales techs to introduce financing the right way can strengthen your sales process, boost customer confidence, and help turn more opportunities into closed business.
Don’t miss this practical, insight-packed conversation on making financing a natural, customer-friendly part of every interaction and reducing friction along the way.
AI can feel overwhelming especially with all the new terms and tools.
On a recent episode of Jennifer Badgley, CEO of CI Web Group, shared how contractors can start making sense of AI and actually use it in their businesses.
She suggested contractors go to juststartai.io and join a group where contractors are helping each other understand AI and how to apply it in real life.
It’s a simple way to start without feeling overwhelmed.
For the full episode: https://okt.to/umfx9e
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