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Design your financing activities to enable long-term sustainability
Engage with potential lending partners early, and make a clear business case for their involvement
Help contractors understand the program’s financing options and benefits, so they can communicate to homeowners
Hire staff with financing skills and knowledge
Invest in information and communications technology
Leverage financial sector marketing channels
Make sure there are enough customers in your target market to meet your goals and attract partners
Measure and evaluate performance at key points in the process
Promote existing loan products when possible before developing new ones
Provide adequate time for data system development and testing
Set realistic expectations for launching and scaling up your program
Streamline the financing process with easy loan applications and quick approvals
Tap into secondary market investors to provide lending capital
When partnering with lenders through a request for proposal (RFP), establish a clear process and remain flexible
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