• Website Version
• Mobile App Version

Website Version

1. From your main dashboard, click "+ Send New”

2. Select “Offer Financing”

1. Enter the customer's name, phone number and email or choose "+ Existing client" if they have already entered their information before (from a contract or payment request). Choose to send via text, email or both then click "Send." Note that you can schedule a payment request upon the customer receiving their loan for the project.

Mobile App Version

1. Click the “+” button at the bottom of the Home screen
2. Select “Offer Financing”
3. Enter the customer's information including name, email and phone number.
4. You can choose to send the form via text or email. Then Click "Send Now"