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Welcome to Wisetack
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Consumer-friendly financing makes it easy for your customer to say “yes”
They pay over time, while you get paid as soon as the work is done. The only cost to you is 3.9% per transaction.
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How to offer Wisetack
How to prequalify your customer
- On a saved estimate between $500 and $25,000, scroll to the top
- Click "Send Application"
- Enter your customer's phone number, then click "Send Text"
- Your customer can prequalify by clicking the link in the text message
Pro tip: your customer will also see “Prequalify” button on every estimate between $500 - $25,000
Pro tip: your customer will also see “Prequalify” button on every estimate between $500 - $25,000
How to send a financing application
- On a saved job between $500 and $25,000, scroll to the top
- Click "Send Application"
- Enter your customer's number, then click "Send Application" again
- Your customer can apply for financing by clicking the link in the text message
Pro tip: your customer will also see “Apply Now” button on every invoice between $500 - $25,000
Pro tip: your customer will also see “Apply Now” button on every invoice between $500 - $25,000
What your customer sees
Your customer’s financing application process
- After opening a financing application, customers enter some basic information about themselves and review their options
- They will see up to 6 options, with terms from 3 to 60 months and APRs from 0% to 29.99%, depending on what they qualify for
- Some customers may be asked to add a debit card or driver’s license after viewing their options
- You will receive a notification if your customer locks in their offer
- They confirm the work is done to release fund
Play around with what your customer might pay monthly using the payment calculator.
Tips:
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Send a customer a prequalification application. This will help your customer understand their spending power, allowing you to shift their mindset to think about what’s possible rather than what’s the cheapest option.
Send a financing application (even if they have been prequalified) so that your customer can lock in their offer. Once you finish the work, the funds will be released to you!
The perfect pitch
You can choose to pay over time for any of our services.
Would you like to pay at once or over time?
Look for the “see loan options” button — that’s your link to apply. You can check your options with no hit to your credit.
Options start as low as 0% APR* and eligibility is handled by Wisetack. Checking your options doesn’t hurt your credit score.
Have you locked in your offer yet?
Want more tips or advice on how to use Wisetack? Book a 1:1 training session with an expert from Wisetack.
Frequently asked questions
How do my customers apply for financing?
How do my customers prequalify?
My customer prequalified and wants to finance the job. What should I do next?
The cost of the job has changed, how can I help my customer apply for a different amount?
How do I get paid?
What is my customer’s timeline for applying?
What notifications do I receive? How do I track the status of a loan?
How do I take a deposit?
What options do my customers see?
Why was my customer asked for their debit card/driver's license?
How does Wisetack financing work?
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How will I know if my customer has been approved for a loan?
How will I know if I got paid?
How long does it take to get paid?
How do I ensure the customer confirms the loan?
How do I log in as a business?
