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.

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.

1. Go to the navigation bar and click Settings .

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: Prequals only work with one Merchant ID.

7. When finished, click Save. 

Use Financeit prequal links in customer notifications

1. Go to the navigation bar and click Settings .

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. 

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. 

7. When finished, click Save. For more information, see 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 .

2. In the side panel, go to Email Templates and open an existing template or create one. 

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. 

Use a merge tag

1. Go to the navigation bar and click Marketing .

2. In the side panel, go to Email Templates and open an existing template or create one. 

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. 

6. Select Default merge tags.

7. Select Pre-qualification Link from the dropdown.

8. Click Select to confirm your changes.        

   Note: When the email is sent to the customer, the merge tag appears as a hyperlink.

      

9. When finished, click Save.

Want to learn more?

• See Use Financeit Financing

• See Marketing Pro