# Window and Door Financing for Contractors > Windows and doors customer financing: one branded application, 20 participating lenders, and the next lender looks when one says no. Funds paid to your business. No setup fee. Last updated: 2026-09-05. Part of Ottri's Home Improvement financing platform (https://www.ottri.com/home-improvement). Canonical version: https://www.ottri.com/home-improvement/windows-doors-financing — this Markdown document is generated from the same source at build time. ## Multi-lender window and door financing for contractors. Close the sale in the home. Ottri is the complete window and door financing platform: one branded application, 20 participating lenders, reps closing in the home, the office tracking every application, and funds paid straight to you. - One application. Multiple participating lender programs. - A branded experience from application through funding. - Built for window and door reps, teams, and locations. - Direct-to-business funding on eligible programs. ## One application. Eligible lenders, considered in sequence. ## Everything a window and door company needs to sell with financing. ### Contractor operations Whole-home window packages are five-figure decisions made at the kitchen table. Present monthly payments, track every application, and see funded volume. - **Run financing from one dashboard** — Manage applications, available offers, follow-up, funding status, and production in one place. - **Track every application** — See the financing steps each homeowner has completed and what your window and door team needs to follow up on. - **Track funded volume** — See funded production over time and compare it with the portfolio average. - **Manage supported promotions** — Configure available promotions and buydowns and understand how they affect homeowner payment options. ### In-home sales and performance Reps send the application from the in-home consultation by link or QR code. Managers see which reps and entry points turn consultations into orders. - **Work from the field** — Share an application link or QR code during the in-home window and door consultation. - **Measure tools and rep adoption** — Compare activity by rep, location, link, QR code, button, or embedded entry point. - **Measure every entry point** — Compare application starts and completions across links, QR codes, buttons, embeds, and messages. - **Keep the experience branded** — Keep your logo, colors, and support contact present throughout the homeowner financing journey. ## Homeowners apply on the spot, under your brand, at the consultation. - **One application, multiple programs** — Homeowners start one application while reviewing window and door selections with your representative. - **Direct-to-business funding** — Participating lenders fund your business under the selected program’s funding conditions. - **Links, QR codes, and messages** — Text or email the application after the window and door consultation. - **Homeowner-friendly experience** — Give homeowners a clear, mobile-first path to apply and review available options. - **Your business stays front and center** — Keep your logo, colors, and customer-facing identity throughout the financing flow. - **Available promotions** — Present seasonal or project-specific promotions where programs allow. ## Know what needs action — and which financing tools are working. ### Pipeline follow-up - **See what needs action** — Surface applications delayed by missing documents or other required next steps. - **Keep follow-up in one place** — Open the relevant application, understand the blocker, and continue from one shared pipeline. - **Keep applications moving** — Give reps clear follow-up signals without asking homeowners to diagnose the financing process. ### Embedded-tool performance - **See what drives starts** — Compare application starts from links, QR codes, buttons, widgets, and other supported entry points. - **Measure each channel** — Compare application activity across representative links, QR codes, and other supported window and door sales entry points. - **Improve distribution** — Use real usage patterns to focus reps and teams on the entry points that earn engagement. ## One lender is a dead end. Twenty is more ways to get the windows in. All in one place. A disconnected process: - Separate applications for different lenders. - Application status spread across portals. - Customer handoffs with changing branding. - Follow-up split across people and tools. - Unclear next steps for the team. With Ottri: - One application. Participating lender programs. - Applications, offers, and funding status in one place. - Your brand stays present in the financing flow. - A shared financing workspace for your team. - Required next steps visible in the application. ## Frequently asked questions ### How does customer financing work for window and door contractors? Window and door customer financing lets homeowners apply for credit toward eligible replacement or installation work through a participating lender. Ottri provides one application under your business's brand and a shared financing workspace. Your sales team can introduce the option at the consultation and see what needs attention afterward. One branded application reaches 20 participating lenders, so a decline from one lender is not the end of the window and door sale. ### What happens if the first lender says no? Nothing extra for you or your customer. The homeowner fills out one branded application, and Ottri moves it to the next participating lender automatically, across 20 lenders on the Ottri network. Your customer sees one application under your brand the whole way, and you see every step in your dashboard. Each lender makes its own decision. ### Can customers apply for a few windows or a larger replacement project? Either scope may be considered if it meets the participating program's requirements. Identify the openings, products, installation, and related work in the estimate. A single entry door and a whole-home window replacement can have different financing needs, and the project must meet the applicable amount and eligibility requirements. Because one application is considered by multiple lender programs in sequence, a project that does not fit one program can still fit another. ### What does Ottri cost, and how do we get started? Free to start. No setup fee, no subscription, no demo. Create your account, complete onboarding, and send your first application as soon as your programs are active. Lender and promotional costs, where they apply, depend on the program you choose. ### How can the office follow up after the window and door consultation? The salesperson can share the branded application during or after the visit. Authorized office staff can then review its status and required next steps in Ottri, so follow-up can address the unfinished financing step. Confirm lender acceptance, documents, and funding requirements before placing custom orders in reliance on financing. That shared view is how the office confirms financing before a custom order goes to the factory. ### Will the financing stay under our brand, and are applications sold as leads? Yes, it is your brand from start to finish. Your logo, colors, and contact are on every screen the homeowner sees. We never sell applications as leads. The customer stays yours; the participating lender simply provides the credit, and its required disclosures appear where the law requires. ### Can removal and installation be included in the financing request? Include the proposed removal, products, installation, and associated work in a clear estimate, then verify which costs the participating program accepts. The lender determines the available amount. If measurements, opening counts, or selections change, check whether the financing must be reviewed before relying on the earlier offer. Across the Ottri network, participating programs cover projects from $1,000 to $750,000, which spans one entry door to a whole-home replacement. ### Can we present promotional financing for a window campaign? Ottri supports promotion controls where participating programs allow them. Review the actual availability, customer terms, and any business costs before advertising a window or door promotion. A seasonal campaign does not make a particular rate, payment plan, or credit decision available to every homeowner. Supported promotions and buydowns are configured in your dashboard, so a campaign payment is a real program term, not a guess. ### Who approves the financing and sends the funds? The participating lender approves the financing and sets the terms. On eligible programs the lender pays your business directly, so you are never chasing the homeowner for payment. Ottri Global LLC is a licensed loan broker, NMLS 2776988, and is not a lender. ### Does applying for financing affect the homeowner’s credit? Applying is built to be easy on the homeowner. Whether a program uses a soft or hard inquiry depends on the lender, the product, and the step, and the homeowner sees that information on screen before continuing, so there are no surprises. --- About Ottri: Ottri is a licensed loan broker, NMLS 2776988. Ottri is not a lender. Participating lenders establish their own products and criteria, make their own credit decisions, provide any credit extended, and retain the responsibilities assigned to them by law and agreement. Ottri's capabilities and role vary by program and deployment.