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Wisetack Integration

Updated over 5 months ago

How to Setup in Smarter Launch

Once the Wisetack integration has been added to your account (currently only available for adding through Smarter Launch support), you will then simply need to enable the Wisetack financing option on any applicable proposal templates that you would like it to show up for.

This can be performed by navigating to your Proposal Template, and scrolling down to Sections, and then Pricing. Expand that section and you'll notice an option called "Display Wisetack Financing".

Ensure that option is enabled and any proposal that fall within the $500-$25,000 range for the one-time/initial payment will have a Wisetack banner displayed.

Why should you be offering financing?

Start winning more (and bigger) jobs in just 5 minutes

We’ve partnered with Wisetack to make offering your customers consumer-friendly financing fast and easy. Once enabled, the option to pay overtime will automatically appear on every residential invoice or proposal you send between $500 and $25,000*. You get paid as soon as the work is complete, while your customer pays back over time.

Compete and close

Stand out from the competition by giving your customers an easy way to access consumer-friendly financing. Win more jobs and boost your average job size, especially in competitive pricing situations.

Make it easy

Your customers can skip the paperwork, apply from the privacy of their own mobile device, and get an approval decision within seconds. Checking eligibility for financing will not affect their credit score. If eligible, they will see options from 3 to 60 months with APRs as low as 0%*.

Get paid, worry-free

Let your customers pay over time so they can get the work they want, while you get paid as soon as the job is done. The cost to you is only 3.9% per transaction, and your customers get to choose the payment terms that work for them.

Once enabled, financing will be available on proposals and invoices between $500 and $25,000*.

It's easy to signup, with no monthly fees or commitments. Get started by clicking here.

Frequently Asked Questions

Q: When a customer applies for financing, is it a hard or soft credit check?

A: It is a soft credit check to see if they are eligible for financing, however, a hard credit check may be required to lock in their offer.

Q: What is the minimum credit score a customer must have for approval for financing?

A: Wisetack has an 80%+ approval rate and looks at your customers' credit profiles, not just their credit scores.

*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://www.wisetack.com/faqs.

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