How to Send Financing Applications to Customers (HCP Web Portal)
If your job falls within the approved lending range with Wisetack*, you will see a banner on the Job Details page alerting you of the potential monthly payment, with the option to send a financing application to your customer.
*The financing options during checkout will only appear for jobs that fall within our partner’s approved dollar amounts ($500 - $25,000)
To send your customer a financing application:
Navigate to the Job Details page and click the blue 'Send financing application' button. You'll then be directed to a page to confirm the customer details before sending them an SMS message with a link to apply.
Your customer's phone number information will be automatically populated in the "Send application for financing" prompt. You can confirm the phone number, or change it before sending.
Once the information is confirmed, click the 'Send Text' button to send the customer a link to apply for financing through Wisetack via their mobile phone.
Please Note: When sending the estimate or invoice, please be sure that your customer has a full name and phone number and that the job or estimate has a service date and total dollar amount.
📖 Help Center Article:
You can also send financing applications via the HCP mobile app!
To learn more, check out our Help Article, "Send financing application to customers - mobile app" in the HCP Help Center.
Please Note: You must have financing with Wisetack enabled to send financing applications to customers.
📖 Help Center Article:
To learn how to sign up for Wisetack Consumer Financing, check out our Help Article, "Wisetack Consumer Financing - Signing Up" in the HCP Help Center.