Welcome to Wisetack

Consumer-friendly financing makes it easy for your customer to say ‘yes’ to the repairs they need. They pay over time, while you get paid as soon as the work is done. The only cost to you is 2.9% per transaction.

In partnership with
Available on jobs between $500 - $15,000
After the job is complete, you’re paid in 1-2 business days

How to send your customer a loan application

How to prequalify your customer

  1. On your customer’s Repair Order (RO), click “Financing Options” on the top right and then “Apply in CFP”
  2. In CFP, enter your customer’s mobile number
  3. Click “Prequalify Now” to send your customer a text message with the application link

How to send a loan application

  1. Again from your customer's RO, click “Financing Options” on the top right
  2. Enter the total amount of the job (or the amount the customer wants to finance) in the top box
  3. Click “Process” to send your customer the link for them to complete the application process
  4. To confirm the payment (just like a credit card), look for the authorization code starting with “360WISE” in Payments

What your customer sees

For illustrative purposes only*

Your customer’s application process

  1. Open a prequalification or loan link they received to their mobile number 
  2. Enter some basic information about themselves and review the options they qualify for
  3. Both of you will see what they prequalify for 
  4. They confirm the work is done to release the funds

Tips to grow your sales with consumer financing

Share upfront

Let your customers know upfront about financing. “Checking your options doesn’t affect your credit score, and it only takes a minute to complete the application.”

Get them prequalified

Send your customers a prequalifcation link from an estimate as part of your estimate process to help them understand what they could qualify for.

Flexible options

Tell your customers, “you’ll see up to 4 options, and depending on what you qualify for, the terms lengths are up to 24 months with APR from 0% to 29.9%.”*

“As low as” payment

Use the “as low as” monthly payment price when talking about the cost of the job. You can see the “as low as” price on saved estimates and jobs.

Market financing

Mention you offer financing in your biggest lead generators like your website or social media. Check out our Marketing Toolkit for how to include it in your next marketing campaign.

Schedule training

Book personalized training with an expert at Wisetack by emailing success@wisetack.com.

Frequently asked questions