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Conduct one-on-one outreach where people gather and help them take action right away
Establish collaborative partnerships with contractors and communicate with them early and often
Hire staff with financing skills and knowledge
Keep the program simple for your customers
Maintain a sufficient workforce from program launch into program maturity
Provide information to help customers pick the right contractor
Recognize and reward good contractor performance
When partnering with lenders through a request for proposal (RFP), establish a clear process and remain flexible
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