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Welcome to Wisetack
Simplify your billing process and decrease accounts receivable
Your client pays over time in manageable monthly installments, while you receive the full invoiced amount at the start of the engagement.
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How to offer Wisetack
How to prequalify your client
- Log in to the merchant portal
- Click the blue "Prequal" button
- Enter in your client's phone number and hit "Send Prequal Application" to text a link, or click "Create link only" to include it in your own communications with the client
- Your client can prequalify by clicking the link
Tip: Prequalify your client to see an estimate of how much they're approved to spend.
Tip: Prequalify your client to see an estimate of how much they're approved to spend.
How to send a loan application
- Log in to the merchant portal
- Click the white “Loan" button on the dashboard
- Enter in the details of the case and hit “Send Loan Application” to text the link, or click "Create link only" to include it in your own communications with the client
- Your client can apply for financing by clicking the link
Tip: At the start of the engagement, send a loan application for what you estimate will be the total invoiced amount.
Tip: At the start of the engagement, send a loan application for what you estimate will be the total invoiced amount.
What your client sees
Your client's loan application process
- After opening a loan application, clients enter some basic information about themselves and review their options
- They will see up to 4 options, with terms from 3 to 24 months and APRs from 0% to 35.9%, depending on what they qualify for
- After viewing their options, clients will be asked to add a debit card (and some may be asked to scan their driver's license)
- You will receive a notification if your client locks in their offer
- They confirm the case work has started to release funds
Tips:
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Send a client a prequalification application. This will help your clients understand their spending power.
Send a loan application (even if they have been prequalified) so that your client can lock in their offer. Once the engagement has started, they can release the funds to you!
The perfect pitch
You can choose to pay in full upfront or over time.
Look out for a text message — it has your link to apply. You can check your options with no hit to your credit.
Did you check your options to pay over time?
Options start as low as 0% APR* and eligibility is handled by Wisetack. Checking your options doesn’t hurt your credit score.
Frequently asked questions
How does Wisetack financing work?
How will I know if my client 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?
Where can I view a summary of my applications?
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?
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