- Website Version
- Mobile App Version
Website Version
- From your main dashboard, click "+ Send New”
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- Select “Offer Financing”
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- 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.
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Mobile App Version
- Click the “+” button at the bottom of the Home screen
- Select “Offer Financing”
- Enter the customer's information including name, email and phone number.
- You can choose to send the form via text or email. Then Click "Send Now"
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