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FEATURE GUIDE
Prequal Link
Why offer prequalification?
Customers who prequalify are 26% more likely to move forward with the job*
Customers who prequalify spend 30% more per transaction*
*On average, when compared to financing applications not proceeded by a prequalification
How it works
Get your Prequal Link
Find your Prequal Link in the merchant portal by heading to Account settings → Merchant information
Share your Prequal Link
Add your link to your website, quote template, email signature and more to make sure your customers know about it
PRO TIP: Check out the marketing toolkit for inspiration
Watch your leads and conversion climb
Once a customer prequalifies, you’ll get an email with the amount they prequalified for so you can follow up on the lead and close the sale
Access Prequal Link
Your customer sees the Prequal Link on your website and decides to see how much they prequalify for
Begin application
Your customer is assured that prequalifying won’t affect their credit score
Answer a few questions
Your customer quickly fills out the app on their own device
View max amount
Your customer is shown their prequalified amount and is excited to move forward with their financing application and get the job started!
Share your Prequal Link to maximize leads and win bigger jobs
Help your customers understand their purchasing power by sharing your Prequal Link wherever you market your business.
Send the link to your customers directly, print it using a QR code, add it to your estimates, or put it on your website — the possibilities are endless. Head to our marketing toolkit for ready-to-use template copy to help you hit the ground running.
PRO TIP: Track your Prequal marketing efforts
Add a tag to your Prequal Link wherever you add it (like your website, emails and more) to gain better insight into where most of your prequalification leads are coming from.
Check out our in-depth guide to learn how.
Frequently asked questions
What is a prequalification link?
How can I find my Prequal Link?
Does prequalifying impact the customer's credit score?
If a customer prequalifies, will they need to do another application to apply when we know the job amount?
Is a prequalification the same thing as financing?
Does the prequalification expire?
How will I know when a customer has prequalified?
What is the benefit of prequalification?
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