How to Add a Financing Button to Your Website
This guide shows you how to add a “See monthly payments” financing button to WordPress, Wix, Squarespace, and Webflow using the free BuildFolio financing button. Paste one snippet to link homeowners to a third-party lending marketplace. Use a separate lead capture form to collect project inquiries in your BuildFolio dashboard.
What the BuildFolio financing button does
The BuildFolio financing button adds a small call-to-action on your website — usually labeled “See monthly payments” or “View financing options”. When a homeowner clicks it:
- They leave your site for a third-party lending marketplace, where any application, credit check, and lender offer happen.
- The financing button does not create a BuildFolio lead. A separate lead capture form can collect contact info and job details.
- You can follow up manually with homeowners who submitted a project inquiry and asked to hear from you. Automatic missed-call text-back is currently unavailable.
BuildFolio provides a referral button rather than a loan application. The third-party marketplace and lender handle financing; ask a qualified professional about obligations for your own activities.
Step 1 — Copy your financing button snippet
First, log into app.build-folio.com and go to Widgets → Financing Widget. Select Copy Code to get the embed snippet supplied for your account. Paste that code into your site’s HTML or embed block.
Keep the account details in the dashboard-supplied code intact. Add it near an estimate or pricing call-to-action, then test the published page on desktop and mobile.
Add a financing button in WordPress
- In WordPress, open the page where you want the financing button to appear.
- Click the + icon and add a Custom HTML block (or use an HTML widget in Elementor/Beaver Builder).
- Paste your BuildFolio financing snippet from the dashboard.
- Update or publish the page, then test the button on desktop and mobile.
New to the block editor? See the official WordPress block editor guide.
Add a financing button in Wix
- In the Wix Editor, open the page where you want the button (often your pricing or HVAC replacement page).
- Click Add > Embed > Custom Embeds > Embed a Widget.
- Paste your BuildFolio snippet into the custom code area.
- Resize and position the widget near your main call-to-action or pricing section.
- Publish and test the button on a live page, not just the editor preview.
Add a financing button in Squarespace
- Open the page editor and hover where you want the financing button to appear.
- Click the “+” to add a block, then choose Code.
- Paste your BuildFolio financing snippet into the code block.
- Set the block to Display Source rather than just code text.
- Save and test the page on mobile to confirm placement.
Add a financing button in Webflow
- In the Webflow Designer, drag an Embed element to the section near your estimate/pricing text.
- Paste your BuildFolio snippet into the Embed code window.
- Save and publish the site.
- Visit the live page and click the financing button to confirm the flow opens correctly.
Best practices for your financing button
Place it near price
Add the button next to your estimate form, “Book estimate” button, or pricing section where homeowners feel the sticker shock.
Use clear language
Labels like “See monthly payments” or “View financing options” generally outperform vague “Learn more” copy.
Pair with lead capture
Combine the financing button with the BuildFolio lead capture widget to get photos and contact info in one place.
Manage project inquiries
Use the separate BuildFolio lead capture form for project inquiries. Loan applications and approval decisions stay in the third-party marketplace; they do not appear in your BuildFolio dashboard.
Many contractors start with the free financing button and compare current Professional features as their needs grow. Automatic missed-call text-back is currently unavailable.
Financing button FAQs
Is the BuildFolio financing widget really free?
Yes. The financing referral button is included on the Free plan. Use the separate lead capture widget if you also want to collect project inquiries in BuildFolio. Compare current Pro features on the pricing page. Automatic missed-call text-back is currently unavailable.
Does the financing check hurt my customer’s credit?
Credit-check type and timing depend on the marketplace and lender. Customers should review their disclosures before submitting information or applying.
Where do I see project inquiries?
Inquiries submitted through your separate lead capture widget appear in your BuildFolio dashboard. The financing referral does not report marketplace applications or lender decisions back to BuildFolio.
Will this slow down my website?
The button loads a script from BuildFolio. Page speed depends on your site and where you place the snippet, so test the published page on desktop and mobile.
Paste one button. Offer monthly payments on every job.
Create your free BuildFolio account, copy your financing snippet, and place it on your most-visited pages. You can upgrade later for automation and AI quoting.