--- title: "Offer your customers pre-qualification with Financeit" slug: "offer-your-customers-pre-qualification-with-financeit" updated: 2026-10-15T01:01:08Z published: 2026-10-15T01:01:08Z canonical: "help.servicetitan.com/offer-your-customers-pre-qualification-with-financeit" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Offer your customers pre-qualification with Financeit ## Overview Built right into ServiceTitan, Financeit pre-qualification links allow your customers to explore their eligibility for a Financeit loan without impacting their credit score. With this feature, you can create Marketing Pro Email Campaigns with Financeit prequal links, add Financeit prequal links to customer notifications (both text and email), and view the customer's Financeit prequal status on their customer profile in ServiceTitan. --- ### #### Who uses this feature - Administrators, accountants, marketing managers, and other marketers on your team - For Canada customers only #### Feature configuration - Account configuration is required to use this feature. Please contact the ServiceTitan Financing team at [financing@servicetitan.com](mailto:financing@servicetitan.com). ## Things to know - Pre-qualification (prequal) is a consumer consent-based credit screening where the consumer opts-in to see which credit products they may qualify for in real time. ## Enable Financeit prequal links To enable Financeit prequalification links you must have an active merchant account with Financeit and a default financing rule. For more information, see [Use Financeit Financing](/construction/docs/use-financeit-financing-in-servicetitan). 1. Go to the navigation bar and click **Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D)**. 2. In the side panel, go to **Integrations > Financing**. 3. Click the **Financing Pre-Qualifications** tab. 4. Click **Enable pre-qualifications.** 5. Select **Financeit** as the *pre-qualifications Provider*. 6. Enter a Default Merchant ID. > [!NOTE] > **Note:** Prequals only work with one Merchant ID. 7. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-flsqv35i.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) ## Use Financeit prequal links in customer notifications 1. Go to the navigation bar and click **Settings ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D)**. 2. In the side panel, go to **Communications** **>** **Customer Notifications**. 3. Select the customer notification that you want to add the prequal link into. The link can be added to: 1. Booking Confirmations 2. Reminder Notifications 3. Dispatch Notifications 4. Click the **Text** or **Email** tab. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-6j72hvhi.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 5. Click **Customize** to edit the message content for text or email. 6. Under *Financing Info*, click and drag the **Pre-qualifications Link** into the message content. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-8yynptoc.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 7. When finished, click **Save**. For more information, see [Overview: Customer notifications](/construction/docs/overview-customer-notifications). ## Use Financeit prequal links in Marketing Pro email campaigns To use this feature, you must have Marketing Pro. Financeit prequal links can only be used in email campaigns. ### Add to content as a link We recommend adding the prequal links to the link field within content as it is the cleanest design. 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-marketing-active.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) . 2. In the side panel, go to **Email Templates** and open an existing template or create one. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-mpoclgkb.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 3. Click and drag content into the body of the email template. 4. Click the content to edit its properties. 5. Enter **{{prequalification_link}}** into the URL field. 6. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-yyhgli4e.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) ### Use a merge tag 1. Go to the navigation bar and click **Marketing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-marketing-active.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D). 2. In the side panel, go to **Email Templates** and open an existing template or create one. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-9hrvenpc.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 3. Click and drag content into the body of the email template. 4. Click the content to edit its properties. 5. Click **Merge Tag** in the floating menu. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-50n41yyu.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 6. Select **Default merge tags**. 7. Select **Pre-qualification Link** from the dropdown. 8. Click **Select** to confirm your changes. > [!NOTE] > **Note:** When the email is sent to the customer, the merge tag appears as a hyperlink. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/offer-your-customers-pre-qualification-with-financeit-image-cabyu7vp.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A43Z&se=2026-10-31T03%3A38%3A43Z&sr=c&sp=r&sig=2d8a0t8mV0ZexMZabk9NCgo8kPQd4XbhAH1%2FoP9nZzg%3D) 9. When finished, click **Save**. ## Want to learn more? - See [Use Financeit Financing](/construction/docs/use-financeit-financing-in-servicetitan) - See [Marketing Pro](/construction/docs/marketing-pro-v2-home) ServiceTitan's integrated marketing automation platform for email, SMS, direct mail, and digital ad campaigns. **What it does:** Drives new customer acquisition and repeat revenue by automating targeted campaigns across multiple channels — all tied to actual job revenue. **Also called:** ST Marketing, Marketing automation **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Bulk or automated email campaigns sent to customer segments from within Marketing Pro. **What it does:** Drives repeat business and membership renewals by staying in front of customers with targeted, personalized messaging. **Also called:** Email marketing, Drip campaigns **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs. **What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront. **Also called:** Customer financing, Payment plans **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Customer Financing