Welcome to Wisetack

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.

In partnership with
Available on jobs between $500-$25,000
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 for up to $25,000

  1. From the Customer Profile page, click “Financing” on the far right
  2. Enter your customer's mobile number and hit “Send Invite” 
  3. Your customer's Prequalify Status and amount will be displayed on their profile if they are approved

Note: a prequalification link is also automatically included on Estimates (between $500 - $25,000*) when your customer views it online

How to send a loan application

  1. Create and send a new invoice as your normally would
  2. Financing will automatically be included as a payment option for your customer on every invoice between $500 - $25,000*
  3. Your customer will see a “See Loan Options” button when viewing the invoice online
  4. You’ll receive an email letting you know if your customer is financing the job, and the invoice will be automatically marked as paid when your customer confirms the work was completed

Note: you can also manually send a loan application by clicking “Send Loan Application” under the “More” menu on a sent invoice

What your customer sees

For illustrative purposes only*

Your customer’s application process

  1. Open a prequalification link from an estimate (or manually by you) or loan application from an invoice (or manually sent by you) 
  2. Enter some basic information about themselves and review the options they qualify for
  3. Both of you will see what they prequalify for or if they chose a loan option
  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 prequalification link as part of your sales process to help them understand what they qualify for.

Flexible options

Tell your customers, “you’ll see up to 6 options, and depending on what you qualify for, the terms lengths are up to 60 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. Or, use our payment calculator.

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 by emailing us at success@wisetack.com.

Frequently asked questions