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← Quote financing

Financing on your quotes

Add manual lender information

After you verify a lender application link and terms with that lender, add the information to the quote. Your homeowner can open the link while reviewing the work and price.

Keep lender accounts separate

HHM does not connect or enroll lender accounts. Confirm the lender’s application process and terms before you share them.

Keep loan details clear

Use the lender’s approved terms and application link on every quote. The lender handles approval and final loan terms.

Accept client payments

Add your bank account and accept card or bank payments. Card: 3.5% + $0.30. Bank transfer: 0.9% with a $9 minimum. Instant payouts: 1.4%.

Read payment steps

YOUR NEXT JOB

Start free. Start your next job in HHM Core PM.

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

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