A Personalized Plan That
Turns Cold Leads Into Buyers
Every homeowner receives a customized Smart Savings Plan showing the best upgrades for their specific home — with real pricing, financing options, and savings projections. Makes it easy to say yes.
Built Around Each Homeowner's Home
Generated automatically — no manual work. Every SSP is unique to the homeowner's property, score, and equity position.
Home Profile Built
We pull home value, age, square footage, equity, and permit history to build a complete picture of the property.
Products Matched
AI selects the most relevant upgrades from 16 products based on the homeowner's specific profile and Smart Score.
Savings Calculated
Real-world savings, energy reductions, and home value increases projected for each matched product.
Financing Included
HELOC and home equity options pre-matched and presented inside the plan. Homeowners know they can afford it.
Everything a Homeowner Needs to Say Yes
Personalized Upgrade Recommendations
Only the products that make sense for their specific home — not a generic catalog.
Monthly Cost + Savings Breakdown
Clear numbers showing what each upgrade costs per month and what it saves annually.
Home Value Impact
Each upgrade shows the estimated increase in property value — a powerful motivator.
Pre-Matched Financing Options
HELOC, home equity loans, and project financing already matched before the homeowner clicks.
One-Click Selection
Homeowner selects the upgrades they want and submits — becoming a qualified, high-intent lead instantly.
16 AI-Matched Home Upgrade Products
Each homeowner sees only the products that match their home profile — making every SSP feel relevant and personal.
New Roof
Exterior & Structure
New Windows
Exterior & Structure
Air Conditioning
Exterior & Structure
Attic Insulation
Exterior & Structure
Where Smart Savings Plan™ Fits
The SSP is step two in a five-part automated pipeline — from scoring to financing to outreach to booked appointment.
Want to see the full 5-step pipeline?
Every step works together automatically — from Smart Scoring through Smart Match. See how the complete Lead Boost suite turns aged leads into booked appointments.
See the Full Lead Boost Suite →See a Real Smart Savings Plan
Built for a Real Homeowner
Book a demo and we'll walk you through a live SSP generated from actual homeowner data — so you can see exactly what your leads will experience.