Supercharge Your Sales with Business & Commercial Financing Options For Your Customers & Clients

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Account Set-Up Checklist

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To update your progress bar, please click on the (x) next to each goal as you have completed them.

  • Goal 1: Complete your custom loan portal by adding your logo and business information.

  • Goal 2: Add 100% financing badges or banners to your website.

  • Goal 3: Add the QR code for your financing portal to your quotes, business cards, estimates, or other physical assets you share with your customers.

  • Goal 4: Add financing badges or links to your financing portal to your email signature.

  • Goal 5: Notify your customers that you offer financing on social media and add links to your financing portal in your social media bio.

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