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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 10 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 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 ā€œSee loan optionsā€ button on every estimate between $500-$25,000

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