Include Financing Options for Clients

Last Updated By Michael Croteau

Updated at December 5th, 2023

Financing with Acorn Finance

Clear Estimates has partnered with Acorn Finance to give you an easy option to offer financing to your clients to fund their projects. There is no signup required and you can run your project as you normally would. Acorn will connect your client with lenders and your client will receive funds from the lender directly. You can invoice them (including using Clear Estimates Invoicing) as you normally would with no need to communicate or manage the financing process. 

There are no dealer fees, there is no paperwork for you, and there is no signup required! 


Enable Financing Options on Your Proposal

▶️ Add Financing Options to Proposals



Just a Few Steps

To enable financing options on your proposals, just use these short steps!

  • Go to "Options" in the upper right of your Clear Estimates account
  • Select "Formal Proposal" on the left side of the Options page
  • Towards the bottom of the options, you'll see "Include Financing Options", enable there
  • Now, generate a formal proposal on any project and Clear Estimates will automatically display financing options to the client



Do I need to sign up for Acorn Finance?


There is no need to sign up or register for Acorn Finance in order to use this feature! You can simply enable this option in your options tool (see above instructions) and that's it! No additional setup or configuration needed!

Will Acorn Finance send me money directly?

No, you will not need to work with, communicate with, or send funds between your company and Acorn Finance. Acorn will connect your clients directly to lenders and the lenders will fund the clients directly as well. The setup is "as if" the client had found financing on their own, but in this case, you're showing the options on the proposal itself. 

What does it cost me?

Nothing at all! It is 100% free for you to use on an unlimited number of estimates. Use it for one estimate per year, no estimates, or hundreds of estimates! There is no cost at all and you can opt-in or opt-out at any time with just a few clicks!

How do I opt-in?

Opting in is easy, and it's an absolutely free feature to use! Just go to Options > Formal Proposal (or Preliminary) and check the option to "Include Financing Options" to enable this option on those reports. 

How do I opt-out?

Just like you did to opt-in, you can easily opt-out by unchecking the option to "Include Financing Options" on proposals. 

Is it available everywhere?

Acorn Finance is not currently available everywhere, including outside of the USA and several states and territories within the US.

Acorn Finance Availability

Not currently available in MA, MD, NJ, NV, RI, VT, WV, AS, FM, GU, MH, MP, PW, PR, VI or outside the USA



Additional Information

If you're looking for additional information about Acorn Finance and the options available, please use the links below:

Acorn Finance

About Acorn Finance

Acorn Finance Terms of Use

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