Add financing prequalification links to customer notifications

  • Updated on Mar 27, 2026
  • Published on Mar 10, 2026
  • 1 minute(s) read
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You can include financing prequalification links in customer notifications to help homeowners explore financing options before their appointment. When a customer receives a text or an email notification, they can tap the link to view available offers and prequalify for financing directly from their device.

When the customer prequalifies, their technician is notified—allowing them to tailor the conversation, guide financing discussions confidently, and help increase close rates and average ticket size.

Who uses this feature

  • Office employees

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • This feature is supported in the following financing integrations.

    • ServiceTitan Field Mobile App: Greensky, Synchrony, and GoodLeap

    • Legacy ServiceTitan Mobile: Synchrony and GoodLeap

Setup overview

Before you can add financing prequalification links to customer notifications, you must do the following:

  1. Enable financing pre-qualifications

  2. Add pre-qualification link to customer notifications

Step 1: Enable financing pre-qualifications

  1. In ServiceTitan Office, go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Integrations > Financing.

  3. Click the Financing Pre-Qualifications tab.

  4. Select Enable pre-qualifications.

  5. Select the provider you want to use for pre-qualifications.

  6. If available, enter a Default Loan Amount.

  7. Enter the Merchant ID.

  8. If available, select the Financing Rule you want to use for pre-qualifications.

  9. If available, enter the details of the provider's default representative.

  10. When you're finished, click Save.

Settings for pre-qualifications including loan amount, merchant ID, and representative details.

Step 2: Add pre-qualification link to customer notifications

  1. In ServiceTitan Office, go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Communications > Customer Notifications.

  3. Select a customer notification. Pre-qualification links are available for the following notifications:

    1. Booking confirmations

    2. Reminder notifications

    3. Dispatch notifications

    4. Arrival notifications

  4. Select the communication type, for example, click Email to configure notification settings for email notifications.

  5. On the next screen, click Customize.

  6. On the customization screen, review the body of the message and click Pre-qualification Link to add a link to the body of the message. Appointment confirmation details including date, time, office, and pre-qualification link.

  7. Click Preview Edits to preview the message. Appointment confirmation email with details and a pre-qualification link for financing.

  8. When you're finished, click Save.

The email or text message sent to the customer now includes a link to see if they pre-qualify for financing.

Appointment confirmation for Burt's Books with financing pre-qualification option highlighted.

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