FEATURE GUIDE
Edit the loan amount, anytime
How it works
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Select the application
In the Wisetack portal, navigate to the loan details page
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Tap the pencil icon
Click the pencil icon next to the loan amount
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Update amount
Enter the new total — your customer will be emailed to confirm the change
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Customer gets an email
Can't find it? Copy the application link from the loan details page
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Open the application link
They’ll re-verify their phone number to log back in
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Accept the new amount
Same terms, no new credit check
No restarts. No reapplications.
What to keep in mind
- Customer approvals are valid for 90 days from the approval date.
- Once the loan is confirmed or paid, the amount can’t be edited.
- Encourage your customer to lock in their offer early so their offers are protected, even when the job scope changes.
Frequently asked questions
When and where can I edit a loan amount?
What does my customer see once I update the loan amount?
Does my transaction fee change?
Can I edit the loan amount on a financing application with multiple payouts (known as progress payments)?
I don’t use Wisetack’s merchant portal to send applications; I send financing applications through my invoicing/business software. Can I still edit a loan amount?
Have even more questions? Contact us. We’re always happy to talk.
*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. For example, a $5,500 purchase could cost $253.54 per month for 24 months, based on a 9.9% APR, or $1,833.33 per month for 3 months, based on a 0% APR. Offers range from 0 to 35.9% APR based on amount requested and creditworthiness. Not all merchants and lending partners participate in 0% interest programs. Terms range from 3 - 120 months and may vary based on merchant, lending partner, or transaction size. State interest rate caps may apply. No prepaid finance charges or participation fees. See additional terms at wisetack.com/faqs.
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