Set Up An Application Form on Your Website

You can embed a link on your website to allow customers to get pre-approved for a loan before they even step foot in your store for a big-ticket purchase.

By offering an online loan application that you can embed , email, or text directly to your customers, they are able to submit the application at their own convenience. It’s a fast and simple approach to financing, and offers your customers privacy with their financial information.

To embed the application link on your website, complete the following steps:

1. In the dashboard, click New Application icon or tab. 

 

2. You are brought to  the bottom of the “Invite a customer to complete an application” page. Scroll up and click "Create a Shareable Link" tab as shown below. 

3. Follow the instructions in the pop up window that appears.  You can embed this link on your website, letting customers easily access the application form. 

 

Note: If you use Financeit for more than one type of product or service (for example, Retail, or Vehicle), you will need to select a unique link for each product or service type.



 

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