ArcSite + Sunlight Financial or Wisetack allows your business to offer clients fast and friendly financing options without leaving the ArcSite app.
Here's the typical workflow.
Step 1:
Start out by selecting a drawing in ArcSite where you'd like to offer financing. Then, click "Reports" from the top of the page. You'll then see the "Report Inputs" area. The "Payment" tab is located here. The "Payment Method" dropdown allows you to choose a specific lending partner. Choose either Sunlight Financial or Wisetack, to attach a loan application to your oubound proposal.
Step 2:
Upon sending your proposal, you will enter loan details for either Sunlight Financial or Wisetack to review.
Step 3:
Your client will follow the respective workflow to finalize their loan. Payments will be sent directly to you, and loan repayment will come from your customer to the appropriate entity.