Welcome to Wisetack

In partnership with

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 2.9% per transaction.

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Available on jobs between $500-$15,000
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After the job is complete, you’re paid in 1-3 business days

How to offer Wisetack

How to prequalify your customer

  1. From the Leads or Clients tab, find the client, then click the "Send pre-qualification link" button below their ID#
  2. Clients will also see a link to prequalify directly on the estimate you send them
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Check out this video from OrbisX CEO, Shawn, explaining how to send a prequalification application.

A blue exclamation mark in a circle

Check out this video from OrbisX CEO, Shawn, explaining how to send a prequalification application.

How to send a financing application

  1. From a new or existing invoice, click “Add Payment” to send a financing application directly to the client
  2. Alternatively the option to apply for financing will appear directly on the invoice you send them
A blue exclamation mark in a circle

Check out this video from OrbisX CEO, Shawn, explaining how to send a financing application to apply for financing.

A blue exclamation mark in a circle

Check out this video from OrbisX CEO, Shawn, explaining how to send a financing application to apply for financing.

What your customer sees

For illustrative purposes only*

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 4 options, with terms from 3 to 24 months and APRs from 0% to 29.99%, depending on what they qualify for
  • After viewing their options, customers 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 customer locks in their offer 
  • They confirm the work is done to release funds
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Tips:

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When discussing options and prices

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.

When discussing the final price and how they can pay

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

We recommend keeping things simple when it comes to offering financing, and here are some of our favorite ways to pitch it.
How to bring up financing when the job isn’t confirmed:

You can choose to pay over time for any of our services.

How to bring up financing when the job is confirmed:

Would you like to pay at once or over time?

How to explain how Wisetack works:

Look for the “See Financing Options” button — that’s your link to apply. You can check your options with no hit to your credit.

How to respond to questions about rates:

Options start as low as 0% APR* and eligibility is handled by Wisetack. Checking your options doesn’t hurt your credit score.

How to nudge your customers to apply:

Have you locked in your offer yet?

Want more tips or advice on how to use Wisetack? Check out our Resources Hub.

Frequently asked questions

Have additional questions? We’re here to help. You can reach us at 1 (833) 927-0333 or support@wisetack.com.


*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our
lending partners. For example, a $1,000 purchase could cost $45.18 a month for 24 months, based on a 7.9% APR. See additional terms at http://wisetack.com/faqs.