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How to Prequalify your customer with Wisetack
How to Prequalify your customer with Wisetack

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

Updated over 6 months ago

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

Login to the app:

  1. From a drawing, click ā€œTakeoff & Estimateā€

  2. Select Payment and choose the "Wisetack Financing" payment method

  3. Select "Send Prequalification Link"

  4. Enter your customerā€™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 ā€œSee loan optionsā€ button on every estimate between $500-$25,000

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