Marketing toolkit

Use these resources to promote monthly payment options with ease

Select a toolkit item:

Prequal

Prequalification

A Prequal Link is a unique link that allows anyone to prequalify for financing with your business, meaning you don’t have to send a formal estimate or create a customer profile for them to check their options.
Streamline financing for your customers by embedding your Prequal Link in your email signature, quotes, and more to let them check their options at a glance, without impacting their credit score*.
How do I find my prequal link?

Website

Let customers prequalify from home while browsing your website — this can lead to more quote requests (and more paying customers). Either add a hyperlinked button or embed your prequal application directly on your site.
  • Button option
Add a button that opens your prequal application in a new tab. If you’d like to promote your 0% APR offers in addition to your Prequal Link, head to our 0% APR toolkit page.
COPY TEXT
We offer financing We’ve partnered with Wisetack to offer our customers flexible financing options, so you can pay over time rather than all at once. The application takes about a minute to complete, and checking your options does not impact your credit score. Finance projects up to $25,000* Terms from 3 to 60 months* APRs from 0 to 35.9%* No hidden fees or compounding interest Prequalify today with no impact to your credit and contact us to learn about financing your next project! {{insert 'PREQUALIFY NOW' button}} *All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. For example, a $1,200 purchase could cost $104.89 a month for 12 months, based on an 8.9% APR, or $400 a month for 3 months, based on a 0% APR. Offers range from 0-35.9% APR based on creditworthiness. State interest rate caps may apply. No other financing charges or participation fees. See additional terms at https://wisetack.com/faqs.
HTML


   <style>
   
  .section-code-example {
  position: relative;
  display: -webkit-box;
  display: -webkit-flex;
  display: -ms-flexbox;
  display: flex;
  overflow: hidden;
  padding: 80px 6vw;
  -webkit-box-orient: vertical;
  -webkit-box-direction: normal;
  -webkit-flex-direction: column;
  -ms-flex-direction: column;
  flex-direction: column;
  -webkit-box-pack: center;
  -webkit-justify-content: center;
  -ms-flex-pack: center;
  justify-content: center;
  -webkit-box-align: center;
  -webkit-align-items: center;
  -ms-flex-align: center;
  align-items: center;
  font-family: Montserrat, sans-serif;
  color: #31364c;
  font-size: 16px;
  line-height: 150%;
  font-weight: 400;
}

.iphone-img-code-example {
  width: 40%;
  max-width: 437px;
}

.box-code-example {
  display: -webkit-box;
  display: -webkit-flex;
  display: -ms-flexbox;
  display: flex;
  max-width: 55%;
  -webkit-box-orient: vertical;
  -webkit-box-direction: normal;
  -webkit-flex-direction: column;
  -ms-flex-direction: column;
  flex-direction: column;
  -webkit-box-align: start;
  -webkit-align-items: flex-start;
  -ms-flex-align: start;
  align-items: flex-start;
}

.container-code-example {
  z-index: 1;
  width: 100%;
  max-width: 1000px;
  margin-right: auto;
  margin-left: auto;
  -webkit-box-pack: justify;
  -webkit-justify-content: space-between;
  -ms-flex-pack: justify;
  justify-content: space-between;
  -webkit-box-align: center;
  -webkit-align-items: center;
  -ms-flex-align: center;
  align-items: center;
}

.margin-bot-24-code-example {
  margin-bottom: 24px;
}

.paragraph-code-example {
  margin-bottom: 20px;
  font-family: Montserrat, sans-serif;
  color: #31364c;
  font-size: 12px;
  line-height: 1.6;
  font-weight: 400;
}

.margin-bot-32-code-example {
  margin-bottom: 32px;
}

.btn-code-example {
  display: -webkit-box;
  display: -webkit-flex;
  display: -ms-flexbox;
  display: flex;
  padding: 12px 32px;
  -webkit-box-pack: center;
  -webkit-justify-content: center;
  -ms-flex-pack: center;
  justify-content: center;
  -webkit-box-align: center;
  -webkit-align-items: center;
  -ms-flex-align: center;
  align-items: center;
  border-radius: 2px;
  background-color: #0c4e9e;
  -webkit-transition: all 250ms cubic-bezier(.25, .46, .45, .94);
  transition: all 250ms cubic-bezier(.25, .46, .45, .94);
  color: #fff;
  font-size: 14px;
  font-weight: 700;
  text-decoration: none;
  text-transform: uppercase;
}

.btn-code-example:hover {
  -webkit-transform: translate(0px, -5px);
  -ms-transform: translate(0px, -5px);
  transform: translate(0px, -5px);
}

.content-code-example-1 {
  display: -webkit-box;
  display: -webkit-flex;
  display: -ms-flexbox;
  display: flex;
  -webkit-box-orient: horizontal;
  -webkit-box-direction: normal;
  -webkit-flex-direction: row;
  -ms-flex-direction: row;
  flex-direction: row;
  -webkit-box-pack: justify;
  -webkit-justify-content: space-between;
  -ms-flex-pack: justify;
  justify-content: space-between;
  -webkit-box-align: center;
  -webkit-align-items: center;
  -ms-flex-align: center;
  align-items: center;
  grid-column-gap: 40px;
  grid-row-gap: 40px;
}

.link-blue {
  color: #156ed7;
  font-weight: 600;
}

.title-code-example {
  margin-top: 0px;
  margin-bottom: 0px;
  font-size: 50px;
  line-height: 140%;
}

.list-code-example {
  display: -webkit-box;
  display: -webkit-flex;
  display: -ms-flexbox;
  display: flex;
  margin-bottom: 0px;
  -webkit-box-orient: vertical;
  -webkit-box-direction: normal;
  -webkit-flex-direction: column;
  -ms-flex-direction: column;
  flex-direction: column;
  grid-row-gap: 8px;
  font-size: 18px;
}

.paragraph-code-example-lg {
  margin-bottom: 0px;
  font-family: Montserrat, sans-serif;
  color: #31364c;
  font-size: 18px;
  line-height: 150%;
  font-weight: 400;
}

@media screen and (max-width: 991px) {
  .iphone-img-code-example {
    top: auto;
    bottom: 0px;
  }

  .title-code-example {
    font-size: 32px;
  }
}

@media screen and (max-width: 767px) {
  .iphone-img-code-example {
    width: 60%;
  }

  .box-code-example {
    max-width: 100%;
  }

  .paragraph-code-example {
    font-size: 16px;
  }

  .btn-code-example {
    font-size: 12px;
  }

  .content-code-example-1 {
    -webkit-box-orient: vertical;
    -webkit-box-direction: reverse;
    -webkit-flex-direction: column-reverse;
    -ms-flex-direction: column-reverse;
    flex-direction: column-reverse;
    grid-row-gap: 20px;
  }

  .title-code-example {
    font-size: 26px;
  }

  .paragraph-code-example-lg {
    font-size: 16px;
  }
}

@media screen and (max-width: 479px) {
  .section-code-example {
    padding: 60px 16px;
  }

  .iphone-img-code-example {
    position: relative;
    left: 0px;
    display: block;
    width: 100%;
    margin-right: auto;
    margin-left: auto;
  }

  .box-code-example {
    width: 100%;
    max-width: none;
    min-width: 100%;
  }

  .container-code-example {
    display: -webkit-box;
    display: -webkit-flex;
    display: -ms-flexbox;
    display: flex;
    -webkit-box-orient: vertical;
    -webkit-box-direction: normal;
    -webkit-flex-direction: column;
    -ms-flex-direction: column;
    flex-direction: column;
  }

  .btn-code-example {
    width: 100%;
    min-width: 0px;
  }

  .title-code-example {
    font-size: 24px;
  }
}

   </style>
   

  
    <div class="section-code-example wf-section">
     <div class="container-code-example">
       <div class="content-code-example-1">
         <div class="box-code-example">
           <div class="margin-bot-24-code-example">
             <h2 class="title-code-example">We offer financing <br> </h2>
           </div>
           <div class="margin-bot-24-code-example">
             <p class="paragraph-code-example-lg">We’ve partnered with  <a href="https://www.wisetack.com/" target="_blank" class="link-blue">Wisetack </a> to offer our customers flexible financing options, so you can pay over time rather than all at once. The application takes about a minute to complete, and checking your options does not impact your credit score. </p>
          </div>
           <div class="margin-bot-32-code-example">
             <ul role="list" class="list-code-example">
              <li class="list-item-code-example">Finance projects up to $25,000*</li>
              <li class="list-item-code-example">Terms from 3 to 60 months*</li>
              <li class="list-item-code-example">APRs range from 0 to 35.9%*</li>
              <li class="list-item-code-example">No hidden fees or compounding interest</li>
            </ul>
          </div>
          <div class="margin-bot-32-code-example">
            <p class="paragraph-code-example-lg">
              <a href="#" class="link-blue">Prequalify today</a> with no impact to your credit and contact us to learn about financing your next project!
            </p>
          </div>
          <div class="margin-bot-32-code-example">
            <a href="#" class="btn-code-example w-button">PREQUALIFY NOW </a>
          </div>
          <p class="paragraph-code-example">*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. For example, a $1,200 purchase could cost $104.89 a month for 12 months, based on an 8.9% APR, or $400 a month for 3 months, based on a 0% APR. Offers range from 0-35.9% APR based on creditworthiness. State interest rate caps may apply. No other financing charges or participation fees. See additional terms at https://wisetack.com/faqs.

  <a href="https://www.wisetack.com/faqs" target="_blank" class="link-blue">https://www.wisetack.com/faqs</a>.</a>.</p>
        </div><img src="https://assets.website-files.com/5f194315e6b47c1697925302/63ff515202d8072e4de31a7c_offers-mockup%402x%201%20(1)%20(1).png" loading="lazy" width="496" alt="" class="iphone-img-code-example">
      </div>
    </div>
  </div>
DOWNLOAD
  • iFrame option
Let your customers prequalify without leaving your website. An iframe embeds our application right on your site.


   <style>
   
   .section-code-example {
  position: relative;
  font-family: Montserrat, Arial, sans-serif;
  display: flex;
  overflow: hidden;
  padding: 80px 6vw;
  flex-direction: column;
  justify-content: center;
  align-items: center;
  font-family: Montserrat, sans-serif;
  color: var(--dark-slate-blue);
  font-size: 16px;
  line-height: 150%;
  font-weight: 400;
}

.title-code-example-small {
  margin-top: 0px;
  margin-bottom: 0px;
  font-size: 40px;
  line-height: 140%;
}

.paragraph-code-example-lg {
    margin-bottom: 0;
    font-size: 18px;
    font-weight: 400;
    line-height: 150%;
}

.container-code-example {
    z-index: 1;
    justify-content: space-between;
    align-items: center;
    width: 100%;
    max-width: 1000px;
    margin-left: auto;
    margin-right: auto;
}

.content-code-example-10 {
    grid-column-gap: 64px;
    grid-row-gap: 64px;
    flex-direction: row;
    justify-content: space-between;
    align-items: center;
    display: flex;
}

.iframe-wrapper-code-example {
    flex: 1;
}

.box-code-example {
    grid-column-gap: 0px;
    grid-row-gap: 0px;
    flex-direction: column;
    align-items: flex-start;
    width: 100%;
    max-width: 55%;
    display: flex;
}



.margin-bot-24-code-example {
    margin-bottom: 24px;
}



@media screen and (max-width: 991px) {
  .title-code-example-small {
    font-size: 32px;
  }
}

@media screen and (max-width: 767px) {
  .title-code-example-small {
    font-size: 26px;
  }
  
  .content-code-example-10 {
        grid-row-gap: 20px;
        flex-direction: column-reverse;
    }
    
        .iframe-wrapper-code-example {
        width: 100%;
    }
}

@media screen and (max-width: 479px) {
  .section-code-example {
    padding: 60px 16px;
  }
  
    .container-code-example {
        flex-direction: column;
        display: flex;
    }
   
   .title-code-example-small {
    font-size: 24px;
  }
  
   .box-code-example {
        width: 100%;
        min-width: 100%;
        max-width: none;
    }
}
   </style>
   
<div class="section-code-example">
  <div class="container-code-example">
    <div class="content-code-example-10">
      <div class="iframe-wrapper-code-example">
        <div class="iframe-code-example w-embed w-iframe">
          <iframe
            class="myiframe"
            frameborder="0"
            width="100%"
            height="100%"
            src="YOUR UNIQUE PREQUAL LINK HERE">
          </iframe>
        </div>
      </div>

      <div class="box-code-example">
        <div class="margin-bot-24-code-example">
          <h2 class="title-code-example-small">
            How our financing
 option works

          </h2>
        </div>

        <div class="margin-bot-24-code-example">
          <h3 class="title-code-example-xxsmall">Fast and easy
          <p class="paragraph-code-example-lg">
            The application takes about a minute to complete.
          </p>
        </div>

        <div class="margin-bot-24-code-example">
          <h3 class="title-code-example-xxsmall">No hidden fees
          <p class="paragraph-code-example-lg">
            There are no penalties, fees, or compounding interest.
          </p>
        </div>

        <div class="margin-bot-24-code-example">
          <h3 class="title-code-example-xxsmall">Options for you
          <p class="paragraph-code-example-lg">
            You can choose the monthly payment amount that works best for you.
          </p>
        </div>
      </div>
    </div>
  </div>
</div>
HTML

Social media assets

Maximize prequalification potential by adding your Prequal Link to all your social channels. It’s a great place to re-emphasize that prequalifying does NOT impact your customer’s credit score. Make sure to include our disclosure anywhere you mention financing (or prequalifying).
Pre-approved caption
Prequalify for financing without impacting your credit score to see how much you’re approved for! [INSERT LINK].
*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. See https://www.wisetack.com/lenders. See additional terms at https://www.wisetack.com/faqs.
COPY TEXT
Prequalify for financing without impacting your credit score to see how much you’re approved for! [INSERT LINK]. *All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. See https://www.wisetack.com/lenders. See additional terms at https://www.wisetack.com/faqs.
DOWNLOAD
To create and customize your own social media posts, head to the logo section where you can download our logo in various formats.

Email template: Promoting prequalification

Use this template to motivate your customers to prequalify for financing and help them understand their spending power!
COPY TEXT
Subject line: NEW: {{Insert your business name}} now offers financing! We offer financing Don’t let an unexpected or urgent repair put you in a bind when funds are tight. {{ABC Services}} is now offering fast and easy financing on amounts up to $25,000* through Wisetack! With Wisetack, you can break up the cost into easy monthly payments. The application takes about a minute to complete, and checking your eligibility will not impact your credit score. You’ll receive up to 6 payment options to choose from, depending on how much you apply for. Oh, and there are no prepayment fees, late fees, or compounding interest. Interested? Prequalify for financing now with no impact to your credit score.* {{insert your prequal link}} Best, [NAME] *All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. For example, a $1,200 purchase could cost $104.89 a month for 12 months, based on an 8.9% APR, or $400 a month for 3 months, based on a 0% APR. Offers range from 0-35.9% APR based on creditworthiness. State interest rate caps may apply. No other financing charges or participation fees. See additional terms at https://wisetack.com/faqs.

Email signature

Add your Prequal Link to your business email signature  If you choose to download the example email banner, be sure to link the entire image. How to edit email signature
IMAGE URL

Proposals, estimates, and quotes

Add your Prequal Link to your proposals, estimates, and quotes to let your customers prequalify directly from the page. We recommend adding your link near the total cost to help reduce sticker shock. Simply copy and paste the recommended copy below wherever you can edit your proposal template in your CRM.
Prequalify for financing without impacting your credit score*! [INSERT PREQUAL LINK].
*All financing is subject to credit approval. Payment options through Wisetack are provided by our lending partners. See https://www.wisetack.com/faqs.
COPY TEXT
Prequalify for financing without impacting your credit score*! [INSERT PREQUAL LINK]. *All financing is subject to credit approval. Payment options through Wisetack are provided by our lending partners. See https://www.wisetack.com/faqs.

Job reminder texts

Include your Prequal Link in your appointment or service reminder texts to give your customers a chance to prequalify before you arrive at the job site.
Hey {{customer_name}},
If you’re interested in paying over time for your purchase, click the link below to prequalify for financing. You can check your options with no impact to your credit. Give us a call if you have questions.
[INSERT PREQUAL LINK]
COPY TEXT
Hey {{customer_name}}, If you’re interested in paying over time for your purchase, click the link below to prequalify for financing. You can check your options with no impact to your credit*. Give us a call if you have questions. [INSERT PREQUAL LINK]

Printed handouts

Make it easy for your customers to prequalify on the spot with a printed QR code that links to your unique Prequal application. Simply place an order in the Print Shop, and we'll send them to you free of charge.
You can also download a PDF of your Prequal Postcard by following the instructions here.

How to download your Prequal Postcard

Go to our Print Shop, find the Prequal Postcard item and select “Order”
Type in your business name and click “Design”
Paste your business’s unique Prequal Link in the text box
Scan the QR code from your phone to verify
Click “Download PDF”

How to access your Prequal Link

Log in
Access the Merchant Portal using your email address associated with the account.
Account settings
From the menu, go to “Account settings”.
Merchant information
Select “Merchant information” and scroll to find your link at the bottom of the page.

How to edit your email signature

If you use Gmail, refer to the following instructions. For other email clients, we recommend looking through their help center or contacting their support.
1. Log into Gmail.
2. Click on settings. If needed, click “See all settings.”
3. Under “General”, scroll down to the Signature section and click “Create new”.
4. Click on “insert image” above the signature section.
5. Use the image banner URL, paste it into the URL field. Then click “OK”.
6. Click on the image in the textbox and select “Large” so it can fit into the format.
7. To add the Prequal Link URL to it: Highlight the image banner by placing the cursor at the right of the banner, then hold and drag the cursor to the left until the image turns blue.
8. Click the link icon and add the web address of your Prequal Link (found in the Merchant portal).
9. Then click “Save changes”.