Pre-Qualification Process in 3 Easy Steps:
-
Step 1: Send the pre-qualification to the customer directly from the Quote or Invoice page.
-
Step 2: Our customer's customer completes the application and is shown how much they are qualified to finance.
- Step 3: The customer confirms the loan and submits payment once the job is complete, or in two separate payments if Progress Payments is enabled.
After Sending the Pre-Qualification
Once the store has sent their customer an application:
-
They will receive a text from Wisetack with their link to apply.
-
After a few easy steps, they’ll learn how much they are pre-qualified to finance.
After the customer completes the application:
-
They will instantly be presented with their approval details.
-
Work with the customer to finalize the estimate and scope of work.
-
Once the job is complete, the store sends the invoice to the customer, and they’ll be able to finance the work with only a few clicks.
