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How to prequalify your customer for a loan with Wisetack Financing.

From a drawing, click “Takeoff &amp; Estimate”

Select Payment and choose the "Wisetack Financing" payment method

Enter your customer’s phone number, then click "Send"

Your customer can prequalify by clicking the link in the SMS

1. From a drawing, click “Takeoff &amp; Estimate”
2. Select Payment and choose the "Wisetack Financing" payment method
3. Select "Send Prequalification Link"
4. Enter your customer’s phone number, then click "Send"
5. Your customer can prequalify by clicking the link in the SMS

Pro tip: your customer will also see a “See loan options” button on every estimate between $500-$25,000

Learn how much your customer has to spend, before you ever send out a proposal. Prequalifying provides a unique upselling opportunity.

How to Prequalify your customer with Wisetack

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