Pre-Qualification with Wisetack
Introducing pre-qualification through Wisetack! This allows both you and your customer to know instantly what dollar amount they qualify for before you even finish the estimate. This creates instant relief from the burden of potentially large purchases, helping you win larger jobs while providing an excellent customer experience.
Pre-qualification gives your customers insight into the maximum amount they can borrow. Going through this process early - at the point of drafting an estimate - creates flexibility for both you and your customers. This eliminates any wasted time on lost estimates due to a customer’s financial situation and also allows customers to look at financing options before you even go out to their property.
📖 Help Center Article:
Interested in consumer financing, but aren’t set up with Wisetack yet? Check out our Help Article, "Wisetack Consumer Financing - Signing up"
to learn how to get signed up!
Pre-Qualification Process in 3 Easy Steps:
Step 1: Send the pre-qualification to the customer directly from the Job Details page.
Step 2: Your customer completes the application and is shown how much they are qualified to finance.
Step 3: Finalize the job and get paid!
🛠️ Pro Tip: To save you time, any estimate over $500 will automatically trigger the pre-qualification banner.
After Sending the Pre-Qualification
Once you've sent your customer an application:
They will receive a text from Wisetack with their link to apply.
After a few easy steps, they’ll learn how much they are pre-qualified to finance.
After your customer completes the application:
They will instantly be presented with their approval details.
Work with the customer to finalize the estimate and scope of work.
Once the job is complete, simply send your invoice to the customer and they’ll be able to finance the work with only a few clicks.
Having trouble finding what you need?
For further assistance, please reach out to our Chat Support team
via the Blue Chat Bubble in your Housecall Pro account, or
contact our Phone Support team at (858) 842-5746.