Investor Presentation

Encouraging signs in DTC Phone as Professional Install (DIFM), Average Ticket Price and ARPU continue to improve aided by launch of Consumer Financing in Q3 |||||BRINKS HOME DTC Tele Sale ASP XX ARPU XX % Financed XX DIFM % Post Affirm ASP XX ARPU XX Take rate 35% 30% 31% 72% 97% 60 mon. $2,045 $49.59 11% 34% 9% 6% 2% 38% $38.35 $41.04 $43.27 $44.58 $45.29 36 mon. $1,213 $48.41 10% 24 mon. $703 $43.28 13% $896 12 mon. $420 $41.00 4% $751 $635 $581 $545 Q3 2020 Q4 2020 Q1 2021 Q2 2021 Q3 2021 PIF $720 Create Profitable Accounts @ Scale and hold for life *Paid in Full vs CoFi $44.77 62% 27 27

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