How to Offer AccuFi Financing

To offer financing to a customer, navigate to their job file and select Offer Financing from the Financing section on the Overview page.

*Sending Financing via text will require the Texting Add On to be Enabled

Choose how you would like to send the pre-approval application.

• "Email" will allow you to select a recipient, enter a message, and send an email with a link to the pre-approval application.
• "Text" will allow you to select a recipient, enter a message, and send a text with a link to the pre-approval application.

You may also choose to offer financing via the Estimate. Choose to include the financing widget on your estimate. The customer can click the Apply button within the estimate to apply for financing.

Data from the job will pre-populate into the application fields, but your customer can overwrite any pre-filled data. Your customer can follow the prompts to input the appropriate information. A SOFT credit pull will be made which will not impact your customer’s credit score.

If offers are returned, your customer can review the offers presented, select an offer, and then finalize the loan with the lender chosen. Funds will be deposited directly into the applicant’s bank account per the information provided to the lender.

Notifications:

Email and @me 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.

You can also track the status of pre-approval decision (offers presented, no offers) and when the funds have been deposited into the applicant’s bank account via the "Track" Tab.

*Note- The "Track" Tab is only available for Elite Users 

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