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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 3.9% per transaction.
Book a 1:1 training session with a product expert today.
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How to offer Wisetack
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How to send a financing application
- Create an estimate or invoice greater than $500 and send it to your customer
- Your customer can apply by clicking the "See Options" button at the bottom of their estimate or invoice
Pro tip: You can also send an application by using the "Send Application" button at the bottom of an estimate or invoice
Pro tip: You can also send an application by using the "Send Application" button at the bottom of an estimate or invoice
How to prequalify your customer
- Find your custom prequal link from the Integrations page
- Send it to leads or customers to determine if they qualify for financing
Pro tip: Prequalify your customers before a free on-site estimation
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Pro tip: Prequalify your customers before a free on-site estimation
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 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? Book a 1:1 training session with an expert from Wisetack.
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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