FEATURE GUIDE

Prequal Link

Let your customers quickly see how much they qualify for with Wisetack by adding a Prequal Link to your website and more

Why offer prequalification?

Prequalifying lets your customers get a head start on the sales process by instantly seeing their purchasing power with Wisetack, giving them the financial confidence to say "yes" to the project.

Customers who prequalify are 26% more likely to move forward with the job*

When your customer prequalifies, you both gain better insight into their budget, allowing you to recommend specific products and materials to win bigger jobs.

Customers who prequalify spend 30% more per transaction*

*On average, when compared to financing applications not proceeded by a prequalification

How it works

FOR YOUR BUSINESS

Get your Prequal Link

Find your Prequal Link in the merchant portal by heading to Account settings → Merchant information

Share your Prequal Link

Add your link to your website, quote template, email signature and more to make sure your customers know about it


PRO TIP: Check out the marketing toolkit for inspiration

Watch your leads and conversion climb

Once a customer prequalifies, you’ll get an email with the amount they prequalified for so you can follow up on the lead and close the sale

FOR YOUR CUSTOMER

Access Prequal Link

Your customer sees the Prequal Link on your website and decides to see how much they prequalify for

Begin application

Your customer is assured that prequalifying won’t affect their credit score

Answer a few questions

Your customer quickly fills out the app on their own device

View max amount

Your customer is shown their prequalified amount and is excited to move forward with their financing application and get the job started!

Share your Prequal Link to maximize leads and win bigger jobs

Help your customers understand their purchasing power by sharing your Prequal Link wherever you market your business.

Send the link to your customers directly, print it using a QR code, add it to your estimates, or put it on your website — the possibilities are endless. Head to our marketing toolkit for ready-to-use template copy to help you hit the ground running.

MARKETING TOOLKIT

“The link is VERY useful. We’ve already seen a few people prequalify from our website and contact us to schedule work. And I’ve added it as a QR code to our flyers for an upcoming trade show. We’re going to show people their options right there on the spot!”

– Yvonne E., Swift Air, Corpus Christi, TX

“Love the fact that we can send the customer a prequalification text to see if they are able to finance.”

– Joshua B., Saving Grace Plumbing, Fate, TX

Frequently asked questions

What is a prequalification link?

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How can I find my Prequal Link?

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Does prequalifying impact the customer's credit score?

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If a customer prequalifies, will they need to do another application to apply when we know the job amount?

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Is a prequalification the same thing as financing?

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Does the prequalification expire?

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How will I know when a customer has prequalified?

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What is the benefit of prequalification?

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*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. No other financing charges or participation fees. See additional terms at http://wisetack.com/faqs.
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