Use GoodLeap Financing in the ServiceTitan Field Mobile App

Important integration changes

ServiceTitan's integration with GoodLeap has been discontinued as of April 2026. If you currently use the integration, you may continue to do so through December 31, 2026. After that date, the GoodLeap financing integration will no longer be available. To transition to an alternative financing provider, please contact your Customer Success Manager or visit Integrated Customer Financing for available options.

Overview

You can provide GoodLeap Financing options to your customers while presenting estimates in the Field Mobile App. This improves your ability to sell and helps to increase your bottom line.

Things to know

• Submitting a GoodLeap application allows the applicant to get a decision without impacting their credit.

Step 1: Finalize the GoodLeap estimate in the Field Mobile App

1. Open your current job and tap the Estimates tab.

2. If you haven't done so already, select GoodLeap as your financing partner and add plan options to the estimate.

3. Present the estimate to the customer.

4. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:

   1. Apply for Financing: Submit an application to apply for financing with GoodLeap. For more, see Step 2: Select a GoodLeap Financing plan in the Field Mobile App and Step 3: Submit a GoodLeap Financing application in the Field Mobile App.

   2. Accept and Sign Estimate: Accept the estimate as Sold and receive the customer's signature confirming the sale. For more, see Sell an estimate.

      Note: Tap View Financing Terms to review details about the terms of the financing plan.

      

      Note: The estimated monthly payment is only shown on the one plan you selected it for when you added plan options to the estimate. For more, see Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App.

Step 2: Select a GoodLeap Financing plan in the Field Mobile App

1. On the Apply for Financing screen:

   1. Make sure GoodLeap is selected as the Provider.

   2. Under Sale Amount, enter the desired loan amount.

   3. If applicable, add the down payment amount.

   4. Tap Find Plans. 

2. On the screen that opens, each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap Select Plan. 

3. After you tap Select Plan, confirm the customer's information on the screen that opens then tap one of the following options:

   • Apply Now: Have the customer fill out and send the application now. After this, you're taken directly to the finished application.

   • Send Application Link: Email the application to the customer to fill out and send later. After this, you can tap Go to Application Details to see the pending application, or Return to Proposal to go back to the estimate.

Step 3: Submit a GoodLeap Financing application in the Field Mobile App

1. On the Apply for Financing screen, have the customer enter the Applicant Information then tap Continue.

2. If there's a co-applicant, have the customer enter the Co-Applicant Information then tap Continue.

3. On the next screen, have the customer enter the Job Details then tap Continue.

4. On the next screen, have the customer:

   1. Review the Disclosures.

   2. Select the box next to each disclosure.

   3. Sign their name.

   4. Tap Continue.

5. On the last screen, have the customer review the information, confirm it's correct, then tap Submit. 

After the application is submitted, GoodLeap sends a response automatically:

• Approved: The application is approved for financing.

• Approved with conditions: The customer is sent an email to upload the stipulation documents. These must be provided before continuing the funding process.

• Approved with Counter Offer: Show the customer the new terms. If they want to proceed with the new offer, tap Accept Offer.

• Declined: The application is declined.

• Pending: The application is pending. Check back at a later time to see the final decision.

Step 4: Manage a submitted GoodLeap Financing application in the Field Mobile App

After the application is sent, you can check its status and make changes if needed:

1. Search for and open the GoodLeap application you want to manage.

2. On the Application Details tab that opens, you can:

   • View the Status: Approved, Conditionally Approved, Counter Offer, Declined, or Pending.

   • View additional details: Provider, Loan ID, Application Date, Requested Financing Amount, Max Approved Amount, Est. Monthly Payment, Plan Details, and Job number.

     Note: Tapping the job number opens the job.

   • Tap Update Offer Details to update the loan amount, if the application is approved. 

3. Tap the Tasks tab to complete any outstanding actions required for the application. If a required item is missing, you'll see an action button below it:

   • Upload Conditions: Submit documentation to resolve open conditions and stipulations. After you tap Upload Conditions, you'll be prompted to upload all the required documents.

   • Upload HIC: Upload the customer's signed home improvement contract. After you tap Upload HIC, you'll be prompted to take photos of each page of the contract and upload them all at once.

   • Add Project Info: Add details about the work and equipment for this project. After you tap Add Project Info, you'll be prompted to select the primary project and any additional projects, if applicable.

   • Finalize Loan Details: Review and submit finalized loan details to GoodLeap. After you tap Finalize Loan Details, you can update the loan offer details as needed. Tapping Update Offer Details on the Application Details screen takes you through the same workflow. 

Update offer details for a GoodLeap Financing application

If the application is approved or conditionally approved, you can update the offer details if needed. Changes can be submitted up until loan details are verified.

To update the offer details:

1. On the Application Details screen, tap Update Offer Details.

2. On the Change Order screen that opens, change the desired financing amount. The amount you enter must be less than the max approved amount.

3. If needed, select a new plan by tapping Edit Plan.

   Note: Plan availability is determined by the custom rules and plans set up by the office in Settings.

4. When finished, tap Submit. 

5. On the screen that opens, tap Done.

New loan documents are automatically sent to the customer.

Want to learn more?

• See Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App

• See Search for and manage financing applications in the ServiceTitan Field Mobile App