The Finance+ Add-On with OnCall Air allows companies to easily upload financing plans, offer them inside your proposals, and have consumers be approved instantly!
To activate the integration with the existing Finance+ account, please chat with our team.
How does it work?
From Office >> Settings >> Finance Options >> Add New Plan >> Finance+
Select a plan from a dropdown (for GreenSky, select only the ones you already set up in the Finance+ app; otherwise, they will not work !!)
Name it by adding the label that the consultants will see
Update financing markup to reflect your cost - by default, it is going to be populated by the merchant fee (read more)
SAVE
IMPORTANT:
Make sure to send yourself a test link before showing it to the customers and confirm the Company name and your name on the link are correct
Example of creating a Finance+ plan:
Click Here to Learn How to offer the financing plan on a proposal and to see how the consumer applies to this financing plan.
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