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GoodLeapPayments and financing

GoodLeap funds the job at the kitchen table. Your ads only ever saw the form fill.

Your rep offers GoodLeap financing from the Pros app during the in-home visit, the homeowner gets approved, and the job goes in. Google Ads and Meta never hear about it, so they keep buying form fills from homeowners who stall at the credit step. We carry the ad click through your CRM to the funded GoodLeap loan and send that job back as the conversion, at its real project value.

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By Ariful IslamHow GoodLeap works ↓

GoodLeap · what breaks

What goes wrong when GoodLeap closes the deal

  1. 01

    Our ads get credit for form fills, not financed installs

    Financing runs through GoodLeap's Pros app or Origin, off your website. Google and Meta only see the lead form, so your budget keeps buying cheap leads that never make it past credit.

  2. 02

    Our 'Apply for financing' button looks like a win, then nothing

    A GoodLeap application link takes the homeowner off your site into GoodLeap's application. Counted as a conversion, it fills your reports with declined or abandoned applicants, and bidding goes looking for more of them.

  3. 03

    Approved isn't funded, but we report it like a sale

    A GoodLeap approval stays valid for 180 days, and plenty of approved homeowners never sign. Count approvals as sales and you pay to find more people who shop financing and walk.

  4. 04

    We can't tell which campaign brought the big jobs

    The lead sits in your CRM, the proposal in Aurora or Enerflo, the loan in GoodLeap. With no shared record, a gutter job and a full solar system look the same in Ads Manager, so you can't move budget to the campaigns behind the big installs.

GoodLeap · the fix

What changes after we fix it — GoodLeap

  • Funded GoodLeap jobs land on the right click

    Once your CRM shows the GoodLeap loan funded, the job is uploaded to Google Ads against the original click ID and sent to Meta's Conversions API.

  • Bidding learns which homeowners qualify

    Funded jobs feed the algorithms; declines and lapsed approvals never count, so spend moves toward homeowners who can finance.

  • Real dollars per campaign

    Each conversion carries the project value from your job record, so a roof-plus-solar package outweighs a single insulation upgrade.

GoodLeap · architecture

What GoodLeap actually lets you hook into

GoodLeap's public pages describe three ways to add financing to your sales flow, plus named integrations. None connects to an ad platform.

  1. 1

    Consumer Credit Application Links

    Pre-configured URLs for web pages, email signatures or invoices. We tag the click on your page and confirm whether the link can carry a reference into your GoodLeap reporting.

  2. 2

    Application Share

    A credit application embedded in your CRM or sales tool. Useful because the application then starts from a record that already holds the click ID.

  3. 3

    Financing API

    GoodLeap's modular APIs for building financing into your own workflow. Its public pages don't say whether it pushes funding status back to you, so we confirm that on your account.

  4. 4

    Proposal and CRM integrations

    GoodLeap lists ServiceTitan, Aurora, Enerflo, OpenSolar, Roofr and SalesRabbit among its partners. We check which statuses your tool receives.

  5. 5

    No Google Ads, GA4, GTM or Meta connection

    Nothing in GoodLeap's public material sends conversions to ad platforms, so funded jobs have to go out from your own records.

GoodLeap · diagnose

Where GoodLeap tracking breaks, in the order we check

Most failures happen before GoodLeap is involved, so we start at the lead and work toward funding.

  1. 01

    Does the click ID survive into the CRM record?

    Submit a test lead from an ad-tagged URL and open the record your rep will later start the GoodLeap application from.

  2. 02

    What counts as a conversion right now?

    Application-link clicks and thank-you page views are the usual suspects.

  3. 03

    How does the CRM learn a loan was approved or funded?

    Manual stage change, proposal tool sync or nothing at all.

  4. 04

    Are repeat applicants merged?

    A homeowner who reapplies after a decline can show up as two leads.

  5. 05

    Which value is attached?

    Financed amount, project total or none; we pick one and use it everywhere.

GoodLeap · prove

The QA evidence — GoodLeap

Run on a real lead and a real funded job.

Source of truth

Your GoodLeap loan records (Origin or the Pros app pipeline), matched to CRM jobs by homeowner and project amount

  • One lead from an ad-tagged URL, with GCLID and fbclid confirmed on the CRM record.
  • Application-link clicks verified as non-conversions in Google Ads and Meta.
  • A funded GoodLeap job uploaded once to Google Ads and visible in conversion diagnostics.
  • The same job received once by Meta's Conversions API, with a shared event ID.
  • A declined application confirmed absent from every destination.
  • A full closed month of funded loans reconciled job by job against both platforms.
  • Repeated 30 days later and after any CRM or proposal-tool change.

GoodLeap · free audit

What we check in the free audit

  • Does the click ID survive into the CRM record?
  • What counts as a conversion right now?
  • How does the CRM learn a loan was approved or funded?
  • Are repeat applicants merged?
  • Which value is attached?

Checked against

Your GoodLeap loan records (Origin or the Pros app pipeline), matched to CRM jobs by homeowner and project amount

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GoodLeap · when not to buy

When you don't need this for GoodLeap

GoodLeap data only helps your bidding if a paid ad started the job.

  • If your GoodLeap jobs come from door-knocking teams, referrals or distributor relationships rather than paid ads, there's no click to send them back to.
  • If a dealer or sales organization owns the leads and runs the ads, the tracking belongs on their side.
  • If your CRM already uploads GoodLeap-funded jobs to Google Ads with click IDs, keep it and just check the values it sends.
  • If you spend a few hundred dollars a month on one campaign and fund only a handful of GoodLeap loans, a clean lead-form conversion is enough for now.

GoodLeap · what we deliver

The event map for a GoodLeap-financed job

  • Lead captured with its click ID

    Your form or tracked call stores GCLID, fbclid and UTMs on the CRM record.

  • In-home or virtual consult held

    The qualified step, logged from your CRM or field-sales app.

  • GoodLeap application started

    From the Pros app, Origin or an application link. Recorded as a stage, never sent as a conversion by itself.

  • Credit approved

    A secondary signal with no revenue value, useful while funded volume is still low.

  • Loan funded or job installed

    The primary conversion, sent once and valued at the project amount.

  • Excluded on purpose

    Declines, approvals that lapse past 180 days, cancellations and repeat applications from the same homeowner.

Written guarantee

95%+ tracking accuracy

Measured against Your GoodLeap loan records (Origin or the Pros app pipeline), matched to CRM jobs by homeowner and project amount. Miss it and we keep working at no cost.

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FAQ

GoodLeap questions, answered

Not in anything GoodLeap publishes. Its developer tools cover application links, an embeddable application and a financing API, so funded jobs reach Google and Meta from your CRM.

More on GoodLeap

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