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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 2.9% per transaction.
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How to offer Wisetack
How to prequalify your customer
- From the Leads or Clients tab, find the client, then click the "Send pre-qualification link" button below their ID#
- Clients will also see a link to prequalify directly on the estimate you send them
Check out this video from OrbisX CEO, Shawn, explaining how to send a prequalification application.
Check out this video from OrbisX CEO, Shawn, explaining how to send a prequalification application.
How to send a financing application
- From a new or existing invoice, click “Add Payment” to send a financing application directly to the client
- Alternatively the option to apply for financing will appear directly on the invoice you send them
Check out this video from OrbisX CEO, Shawn, explaining how to send a financing application to apply for financing.
Check out this video from OrbisX CEO, Shawn, explaining how to send a financing application to apply for financing.
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 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
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 Financing 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? Check out our Resources Hub.
Frequently asked questions
How does Wisetack financing work?
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?
Where can I view a summary of my transactions?
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?
*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.
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