Watch the recording:
Overview:
Today’s most successful builders do not treat financing as a last-resort option. They use it strategically as part of their sales process to move projects forward, protect scope, and increase overall project size.
This session will focus on how builders actively use financing as a sales and growth tool to:
- Keep projects moving despite rate sensitivity
- Reduce budget-related friction during the design phase
- Protect upgrades and full backyard scope
- Shorten sales cycles
- Improve close rates and overall job value
Attendees will learn how introducing financing earlier in the customer journey helps set realistic budgets, improves decision timing, and allows homeowners to move forward with more complete outdoor living projects. The discussion will also cover how specialized pool financing compares to traditional bank loans from a builder’s sales perspective.
Builders will leave with practical, real-world strategies they can immediately apply to improve deal momentum, reduce stalled projects, and close larger, more profitable jobs.
Learning Objectives:
Attendees will learn how to:
- Use financing as a strategic sales tool to move projects forward
- Protect upgrades, scope, and overall project value during the sales process
- Introduce financing earlier to improve close rates and shorten sales cycles
- Set realistic budgets through early prequalification
- Position financing as a value-added service that strengthens trust and confidence
Meet the Speaker:
Joe Garcia is Director of National Sales at Lyon Financial, where he leads nationwide
He has held executive roles with Wells Fargo, Bank of America, and Verizon, leading operational strategy, regulatory compliance initiatives, and product portfolios generating tens of millions in revenue. Joe also founded and operated his own retail business, giving him firsthand insight into the challenges business owners face. That dual perspective allows him to bridge the gap between finance and sales, showing how properly positioned financing can increase project size, accelerate decisions, and improve close rates.
Known for his high-performance leadership style and strategic growth mindset, Joe works with elite builders nationwide to scale their businesses with confidence.
About the Sponsor:
Lyon Financial is the leading provider of swimming pool and outdoor living financing,
Lyon offers competitive rates, extended terms up to 30 years, and loan amounts from $5,000 to $200,000, giving builders the flexibility to protect project scope and close larger jobs. Unlike traditional banks, Lyon specializes in unsecured financing with no equity required, delivering a faster, more streamlined experience for both builders and their customers. As a veteran-owned and operated company, Lyon is proud to support military families through dedicated financing programs.
