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Atmos Financial

by Atmos Financial

Instant point-of-sale financing for HVAC contractors.

Media

About This Product

Home improvement financing platform for HVAC contractors offering instant point-of-sale financing.

Capabilities

How this product is delivered and what's included out of the box.

Mobile app
Available
Free trial
No
Free tier
No
Public API
Yes
Deployment
Cloud

Trust & Privacy

Each statement below was extracted directly from the vendor's privacy policy or terms of service. Click "source" to read it in context.

Doesn't share data with third parties

"We will not sell, distribute or lease your personal information to third parties unless we have your permission or are required by law to do so."
Confidence: high Source

Primary policy document: https://atmosinc.ca/privacy/

FSH Score Breakdown

Ease of Use
5.0
Features
5.5
Support
5.0
Value
5.5
Integrations
8.0
AI Capabilities
1.5

Customer Reviews

Features

41 features confirmed across 13categories· Showing confirmed capabilities only

Invoicing & Payments12features

Consumer FinancingEmbedded financing toolsDeposit And Milestone PaymentsMultiple milestone paymentsMarketplace Pricing with No Dealer FeesMarketplace pricing with no dealer feesLoan ManagementAutomated Credit, Income, and Identity EvaluationAutomated Fee PaymentsCommercial Solar LendingEmbedded Financing via API
Show 4 more
No Prepayment PenaltiesPre-Qualification Without Credit Score ImpactProposal Creation With Integrated Financing OptionsMultiple Lender IntegrationLender marketplace aggregation

CRM & Sales6features

AI Lead ScreeningPre-qualificationDealer Network ManagementInstaller matching networkAuto Generated QR Codes for Pre-Qualification FormsContractor NetworkDedicated Success ManagerContract ManagementLoan agreement generation and UCC-1 filing

Reporting & Analytics4features

AnalyticsPortfolio AnalyticsReportingPortfolio analytics and impact reportingPortfolio Analytics and Impact Reporting DashboardESG & Sustainability ReportingPortfolio analytics and impact reporting dashboard

Platform & Customization4features

Approval ManagementInstant approvalContract Generation and E-SignatureAudit TrailKYB/KYC audit capabilitiesThird-Party IntegrationDirect connection to local banks

Scheduling & Dispatch2features

Portfolio and Program ManagementProject ManagementVendor and construction management

Customer Communication2features

Chat SupportIn-app customer support chatCustomer SupportDedicated customer support and underwriting

Technician Management2features

Business Account DashboardBusiness savings accountsOnboardingOrigination & Boarding

Equipment & Asset Management2features

Power ManagementPortfolio managementAHRI MatchupsInstaller matching network

Compliance & Safety2features

Audit ManagementScope 1, 2, And 3 Emissions Tracking

AI & Automation2features

AI Powered Matching AlgorithmAI SupportIn-app customer support chat

Inventory Management1feature

Vendor TrackingVendor and installer management

Mobile & Field Tools1feature

Digital SignaturesElectronic loan signing

Accounting Integration1feature

CapEx PlanningAutomated underwriting

Integrations 1 across 1 category

Industry-Specific 1
MeasureQuick

measureQuick

Pricing

Model
Custom
Starting at
Contact for pricing
Notes
Dealer program. Revenue model based on financing origination.
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