AccuFi Overview - How to Enable

Summary:

AccuFi by AccuLynx is the 100% free services that allows you to offer competitive job financing options with pre-approvals in less than a minute and get funding in as little as one business day. 

Enable AccuFi:

*Note: If you are an Elite AccuLynx User, you will need to enable or disable AccuFi in all locations.

Click your name in the top right corner with the gear icon and drop down to “Account Settings”

Open up the tab labeled “Add-On Features and Integrations” and then click on “Add-Ons”

Scroll down to the Available Add Ons section and find the card labeled “AccuFi”. Then click on “Learn More”. 

When you enable AccuFi, you will see the following features display: 

• Financing section on the dashboard 

• AccuFi widget on estimates: The display will show an estimated monthly payment based on the job value.

• Financing Section in the Job File

Notifications:

Email notifications will be sent to the sales representative assigned to the job when there has been a pre-approval decision (offers presented, no offers) and when the funds have been deposited into the applicant’s bank account.

Track Financing (Elite Users):

Elite AccuLynx Users can keep track of their financing offers on the Financing Offers page found within the Track menu.

From this page, users can see a summary of all financing activity in their company and refine the view with filters for application date, sales representative and job status.

The attached pdf files can be downloaded and used to assist your team.