Use Wells Fargo Financing in the ServiceTitan Field Mobile App

Overview

You can provide Wells Fargo loan options to your customers while presenting estimates in the Field Mobile App. This improves your ability to sell and helps to increase your bottom line.

Step 1: Finalize the Wells Fargo estimate in the Field Mobile App

1. Open your current job and tap the Estimates tab.

2. If you haven't done so already, select Wells Fargo as your financing partner and add plan options to the estimate.

3. Present the estimate to the customer.

4. After the customer chooses a plan, tap the following buttons below the plan and have the customer complete the steps for each:

   1. Apply for Financing: Submit an application to apply for financing with Wells Fargo. For more, see Step 2: Select a Wells Fargo plan in the Field Mobile App and Step 3: Submit a Wells Fargo prequalification or application request in the Field Mobile App

   2. Accept and Sign Estimate: Accept the estimate as Sold and receive the customer's signature confirming the sale. For more, see Sell an estimate.

      Note: Tap View Financing Terms to review details about the terms of the financing plan.

      

      Note: The estimated monthly payment is only shown on the one plan you selected it for when you added plan options to the estimate. For more, see Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App.

Step 2: Select a Wells Fargo plan in the Field Mobile App

1. On the Apply for Financing screen:

   1. Make sure Wells Fargo is selected as the Provider.

   2. Under Sale Amount, enter the desired loan amount.

   3. If applicable, add the down payment amount.

   4. Tap Find Plans. 

2. On the screen that opens, each plan option that was shown on the estimate is available to choose from. Find the plan the customer wants then tap Select Plan. 

3. After you tap Select Plan, tap one of the following options:

   1. See If You Prequalify: Have the customer fill out the prequalification form. This allows the customer to see their options without affecting their credit score.

   2. Apply Now: Have the customer fill out and send the application. After this, you're taken directly to the finished application. 

Step 3: Submit a Wells Fargo prequalification or application request in the Field Mobile App

1. On the Apply for Financing screen, have the customer enter the Applicant Information.

2. Have the customer review the disclosure and select the box next to the agreement. 

3. Have the customer review the information, confirm it's correct, then tap See If You Prequalify or Apply Now.

If you tap Apply Now, the customer is directed to the full application on the Wells Fargo webpage.

If you tap See If You Prequalify, Wells Fargo sends a response automatically:

• You've been prequalified: The prequalification was successful and the customer is provided a credit line. They can now tap Apply Now to be directed to the full application on the Wells Fargo webpage.

• We currently have no prequalified offers for you: The customer can still tap Apply Now to be directed to the full application on the Wells Fargo webpage.

Step 4: Authorize Wells Fargo payments in the Field Mobile App

After the application is approved by Wells Fargo, you can authorize the payments in the Field Mobile App. To authorize Wells Fargo payments:

1. Search for and open the application.

2. Tap Authorize Payments. 

3. Have the customer review the Applicant Information and Plan Information then tap Next.

4. Have the customer review the disclosures then select the boxes next to the agreements.

5. When finished, have the customer tap Authorize Payments. 

Want to learn more?

• See Select a financing partner and add financing plans to estimates in the ServiceTitan Field Mobile App

• See Search for and manage financing applications in the ServiceTitan Field Mobile App