Euro-Tech didn’t need better presentations. They needed financing that kept up.
By eliminating manual data re-entry across lender portals and accelerating approvals, Leap helped their team save 30–45 minutes per home visit, protect sales momentum, and close more deals.
The Problem: Financing Slows Down Deals
George Bata, Sales Manager at Euro-Tech, knows the moment a sale is won or lost — and it’s not during the product demo. It happens when financing enters the conversation.
Before Leap, Euro-Tech’s financing process was manual and repetitive, slowing appointments and draining energy from the room.
- The Repetitive Paper Trail: Reps filled out long-form credit applications. It was slow, prone to errors, and forced sales professionals to handle sensitive data they didn’t want to touch.
- The Decline Conversation: A “no” from the first lender meant starting over. Reps manually re-entered the same data into a second or third portal, hoping for approval.
- The 30–45 Minute Slowdown: Manual re-entry added 30–45 minutes of friction to every visit. In one home, George spent four hours total — two of those hours were spent working through financing approvals instead of selling.
- Momentum Loss: By the time financing was resolved, the homeowner was exhausted, the rep was drained, and the sale stalled.
“We’d build all this excitement, then watch it disappear while refilling forms lender after lender.”— George Bata, Sales Manager, Euro-Tech
The Solution: The 60-Second Leap Waterfall
By implementing Leap’s universal credit application (UCA), Euro-Tech simplified the entire financing process. Reps stopped acting as data-entry clerks and started focusing on the project.
- One Application, Multiple Lenders: Leap’s UCA replaced manual chaos with a single digital form and an intelligent waterfall that routes applications to the next best lender with one click — eliminating re-entry, awkward decline conversations, and approval delays that put deals at risk.
- Confidence in the Quote: Because reps know they can secure funding without a “no” conversation, they confidently present larger, more comprehensive project tickets that fully meet the homeowner’s needs.
The Results: By the Numbers
- Time spent on financing: Reduced from 30–45 minutes to under 2 minutes per visit
- Data entry: Eliminated repetitive manual work
- Rep training: Simplified from weeks to days
- Work-life balance: Teams go home energized instead of exhausted
- Closing confidence: Bigger tickets, higher close rates, happier customers
Beyond the Numbers: Reclaiming Work-Life Balance
While the efficiency is clear, the bigger impact is what that time means for the people doing the work every day.
“Saving up to an hour per home means our team enjoys real work-life balance and comes back ready to win the next day.”— George Bata, Sales Manager, Euro-Tech
The Fintech Partnership
Euro-Tech also credits their success to Ian, their dedicated FinTech consultant. He provides ongoing training and market insights, helping reps position financing options with clarity and confidence. That support has directly improved their closing rates.
The Outcome
“Leap SalesPro is a very easy system to use. We’re able to procure a quote quickly and estimate contracts — it’s been a very seamless process for us and we love it.”— George Bata, Sales Manager, Euro-Tech
Leap SalesPro is built for the in-home sales process, giving reps one place to build estimates, present proposals, offer financing, and capture signed agreements during the appointment. See how Leap can simplify financing so your team can keep deals moving.
