Roofing Project Financing Application

Finance Your Roofing Project with Confidence

Whether you're dealing with storm damage, planning a roof replacement, or upgrading to premium materials, securing the right financing shouldn't add stress to an already complex project. Our Roofing Project Financing Application brings together everything lenders, contractors, and insurance companies need in one professional, easy-to-complete form.

Built for Homeowners, Contractors & Property Managers

This template is designed for anyone seeking financing for roofing work—from homeowners recovering from storm damage to property managers planning scheduled replacements to contractors helping clients secure project funding. Instead of juggling multiple forms, phone calls, and email chains, you can submit one comprehensive application that covers:

• Project details & material selection – Choose your roofing materials, project scope, and timeline
• Contractor credentials & verification – Submit license numbers, insurance certificates, and references
• Insurance claim integration – Link existing claims, upload adjuster reports, and document storm damage
• Financial information – Provide income, employment, and credit details for loan approval
• Property & damage documentation – Upload photos, inspection reports, and supporting files

Why Paperform for Roofing Financing?

Paperform makes it simple to create on-brand, conversion-optimized forms that work seamlessly across devices. For roofing companies, lending institutions, and insurance restoration specialists, this template delivers:

Professional first impression: The doc-style editor lets you add your company logo, brand colors, and custom messaging so every application feels like a natural extension of your website—not a generic third-party form.

Smart conditional logic: Show or hide sections based on answers. If someone indicates they have an active insurance claim, the form automatically reveals fields for claim numbers and adjuster information. If they're paying out-of-pocket, those sections stay hidden for a cleaner experience.

File uploads & documentation: Applicants can upload storm damage photos, contractor estimates, insurance correspondence, and proof of income directly in the form, keeping everything organized in one submission instead of scattered across email threads.

Payment integration: Accept application fees, deposit payments, or initial down payments right in the form using Stripe, PayPal, or Square—no separate invoicing needed.

Workflow automation with Stepper: Once a financing application is submitted, use Stepper to automatically route it to your underwriting team, send confirmation emails to the applicant, notify the contractor, create tasks in your project management system, and update your CRM—all without manual data entry.

Perfect for These Industries & Roles

This template is ideal for:

• Roofing contractors helping customers secure project financing
• Home improvement lenders and specialty finance companies
• Insurance restoration specialists managing storm damage claims
• Property managers and facility managers financing commercial roof replacements
• Credit unions and banks offering home improvement loans
• Public adjusters coordinating insurance claims and contractor bids

How Roofing Finance Teams Use This Template

Roofing companies embed this form on their financing page, allowing homeowners to apply for approved financing programs without leaving their website. Conditional logic tailors the experience based on whether the project is insurance-related or out-of-pocket, and file uploads make it easy to collect damage photos and insurance documents upfront.

Lenders and finance companies customize the form to match their underwriting requirements, adding fields for credit authorization, co-applicants, and employment verification. Submissions flow directly into their loan management system via Stepper or Zapier, cutting processing time from days to hours.

Insurance restoration teams use the form to gather everything needed for a claim-related roof replacement in one go: policyholder information, claim details, contractor bids, and damage documentation. The form's calculation engine can even estimate out-of-pocket costs based on deductibles and coverage limits.

Features That Make a Difference

• Material cost calculator: Use Paperform's calculation fields to estimate project costs based on square footage, material type, and complexity
• Contractor verification: Collect license numbers, insurance certificates, and references to ensure quality work
• Multi-party coordination: Route submissions to lenders, contractors, and insurance companies simultaneously
• Mobile-friendly: Homeowners can complete applications from their phone while standing on their driveway with the adjuster
• Secure document handling: SOC 2 Type II compliance and encryption keep sensitive financial and insurance data protected
• eSignature ready: Send approved financing agreements through Papersign for fast, legally binding signatures

Automate Your Roofing Finance Workflow

With Stepper, you can turn every financing application into a complete workflow:

1. Application submitted → Automatically create a lead in your CRM and send confirmation email
2. Route to underwriting → Assign to loan officer and trigger credit check
3. Approval notification → Send offer letter and financing terms to applicant
4. Contractor notification → Alert the roofing company that financing is approved
5. Contract generation → Create loan agreement in Papersign and send for signature
6. Project kickoff → Update project management system and schedule installation

All of this happens automatically, keeping everyone in the loop and moving projects from application to completion faster.

Get Started in Minutes

This template comes pre-built with all the fields, logic, and structure you need. Simply customize the branding, adjust financing terms to match your programs, connect your payment processor and integrations, and publish. You can embed it on your website, share it as a standalone landing page, or send it directly to qualified leads.

Whether you're a roofing contractor looking to offer flexible financing options, a lender streamlining your application process, or an insurance restoration specialist coordinating complex claims, this Paperform template helps you capture complete, accurate information while delivering a professional experience that builds trust and speeds up approvals.

Start accepting roofing financing applications today—no coding required.