How To Get a Conditional Contract Signature

A powerful way of leveraging CleanFi, or any CleanFi affiliate’s portal, is to attach all financing options to a proposal…all of them, like an extension of the proposal

Then when it is time to ask the client for a commitment, if they are concerned about getting financing first, ask for a signature contingent upon the final approval of financing on CleanFi.  Ask the client to write and initialize that phrase right next to the signature field.

This is powerful for all parties:
For the client, it creates a motivation for the contractor/project developer to deliver a solution while creating a clear conditionality to the contract.
For the contractor or project developer, it indicates a motivating intent and willingness which invites further effort to move the project forward.
For CleanFi, it is an indication that this is a project that is worth committing time to, by contacting the client and working through the pre-underwriting process.

For contractors, this simple contract closing process starts with an easy discipline: always attach CleanFi financing options to a proposal.  Always.  It is guaranteed to increase your proposal closing ratio and your monthly production.

© 2024 Philippe Hartley/CleanFi