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Wisetack Consumer Financing - Signing Up
Wisetack Consumer Financing - Signing Up

How to sign up to offer consumer financing - powered by Wisetack.

K
Written by Kaustubh Vongole
Updated over a week ago

Overview

We have partnered with Wisetack to make it easy for your customers to pay you over time for their purchases.

This means you can close more sales & get paid within days, while allowing your customers to get instant decisions with great rates. Your customers will be able to apply for financing on all eligible quotes and invoices you send through GoSite.

How to Sign Up

Financing can be set up in 3 places

  1. Estimates home screen

  2. Payments home screen

  3. Integrations Page

You must sign up for financing on the web browser but once you have been approved, your clients can apply for financing on invoices or estimates you send from the GoSite App.

Estimate/Payments Home Screen

  1. Navigate to either Estimates or Payments by clicking on it from the nav bar
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  2. Click on “Sign Up Now” to begin your application process
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Integrations Page

  1. Click on your avatar on the top right to access “Manage My Business”
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  2. Click on “Integrations” to see the Wisetack Integration
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  3. Click on “Sign Up for Financing” to begin the application
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You can click on “Learn More” to learn more information about the financing offering.

Application

Whether you start your application from the Integrations page or from the Payments/Estimates home screen, you will be taken to Wisetack’s website to start your application. Wisetack will save your status so you can come back anytime to continue your application. In addition, once you begin your application all the “Sign Up” buttons will change to “Continue Application” so you can return to it directly from the GoSite dashboard.

The application will ask you questions that cover your contact details, business information, business owners, and executives. The last step in the application is to link your bank account using a service called Plaid or add your bank information manually so that you can receive payments.

It may take up to five business days for Wisetack to process the application. You'll receive an email from Wisetack once your application has been processed.

*All financing is subject to credit approval. Your terms may vary. Payment options through Wisetack are provided by our lending partners. See https://wisetack.com/faqs.

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