ServiceMinder allows you to include a hyperlink with a pre-qualification link to your proposals. Below is a guide on how to set this up:
1. Click on Control Panel

2. Click on Integrations

3. Click on Other

4. Click on this Generic Financing section, and then you will need to paste
your custom links in the field below.

Here is an example of the custom link. Update the link that is highlighted in red below with your custom financing link.
Do not remove any of the ##, ** or ( ) or the formatting will not work properly.
###If you are interested in financing, click the link below to get pre-qualified. The financing will be applied after you accept the proposal.
[**12 Months Same As Cash**](https://prequalification.enerbank.com/apply/loanproduct?sponsorPhoneNumber=8883640757&contractorNumber=1&loanCode=DEL2625&contractorEmail=westhouston@bumbleroofing.com)
[**9.99% 7 Year**](https://prequalification.enerbank.com/apply/loanproduct?sponsorPhoneNumber=8883640757&contractorNumber=1&loanCode=DEL2675&contractorEmail=westhouston@bumbleroofing.com)
[**Installment Loan**](https://prequalification.enerbank.com/apply/loanproduct?sponsorPhoneNumber=8883640757&contractorNumber=1&loanCode=DEL2622&contractorEmail=westhouston@bumbleroofing.com)
This is what the client will see:
Comments
0 comments
Please sign in to leave a comment.