Getting Set Up
Once you're approved and have your Finance+ login, you'll want to follow these steps to start offering GreenSky's financing to your customers:
First Setup Your Finance Plans:
From Finance+'s Home screen, head to "Finance Options." Here, click on the GreenSky section; you'll be able to select each plan you're willing to offer your customers.
By clicking Manage, you can select which plans you're willing to offer your customers. Just check the boxes of the plans you wish to offer and save your selections.
Now you're ready to head on over to your OnCall Air:
From OnCall Air >> Office >> Settings >> Finance Options >> Add New Plan >> Finance+
Select a plan from a dropdown (make sure you only select the ones that you have already set up on the Finance+ app - otherwise, they will not work !!!! )
Name it by adding the label that the consultants will see
Update Financing Markup - by default, it is going to be populated by the merchant fee. You may change it or remove it completely.
Click >> 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
How to add financing to a proposal?
When building a proposal, work your way to the Summary tab:
Go down to the Financing Options section
Select the Financing Option you would like to apply
Once you have finished building the proposal and selected your financing options, click Present!
Offer Multiple Financing Options on an Individual Proposal
Present customers with multiple financing options to give them more flexibility in choosing the financing plan that best fits their needs.
To offer a variety of financing choices, start by navigating to the summary tab and choosing the primary financing option. This primary option will be the initial financing choice presented to the customer when the proposal is presented. Consider it the financing option you wish to highlight and prioritize first.
Once you have chosen the primary financing option, you will notice that the alternate financing options become visible. The alternate financing options display all available financing options with an equivalent financing markup compared to the primary option. This prevents the total investment from changing for the consumer depending on which financing plan they select.
To offer the customer additional alternate financing options, simply select them in this section. The selected options will appear in the order in which they were chosen.
Please note that there is a maximum limit of 5 alternate financing options that can be selected per proposal.
Comparison page (presented proposal)
When you have completed selecting your primary and alternate financing options and are prepared to present them to the customer, simply click the "Present" button.
When you present the proposal, the comparison page will showcase the primary financing option as the main choice:
Individual Proposal Option (presented proposal)
While the individual proposal options will start with the primary financing option and then introduce the alternate financing options for the customer to consider and choose from.
How A Consumer Applies for Financing
1. After the proposal has been presented, scroll down to the bottom of the individual proposal, where the financing section is located. There will be a button that says "Apply Now" that the consumer will click on to apply directly.
2. After clicking the "Apply Now" button, the consumer will select the email address or phone number where the secure application link is to be sent:
3. The consumer then receives an email or text with the link to apply for the financing plan directly: